Aeroflex Industries Limited has increased the production capacity of its liquid cooling SFN skid assemblies by 50% to 9,000 pieces per annum, effective July 01, 2026. The company has commenced production at this enhanced level, marking a significant expansion from its previous capacity of 6,000 pieces per annum. This development follows earlier intimations dated December 18, 2025, and April 01, 2026, regarding the company's manufacturing capabilities. The disclosure was made to the stock exchanges pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Production and Sales Overview

The following table outlines the capacity expansion and sales performance for Aeroflex Industries:

During the first quarter of FY 2026–27, the company sold 1,040 units of SFN skid assemblies. The intimation was submitted by Ruthu Parampogi, Company Secretary & Compliance Officer of Aeroflex Industries Limited.

Aeroflex Industries has fixed Tuesday, July 14, 2026, as the record date to determine shareholder eligibility for a final dividend of ₹0.40 per equity share. The dividend, recommended by the Board on May 05, 2026, is for the financial year ended March 31, 2026, and is subject to approval by shareholders at the ensuing Annual General Meeting. If approved, the payout will be made on or before August 19, 2026, subject to tax deduction at source.

The company reported a 17.5% increase in consolidated revenue from operations to ₹441.94 crore for FY26, compared to ₹376.23 crore in the previous year. This growth was driven by higher sales in the assemblies segment and the commercialisation of new liquid cooling solutions for data centres. EBITDA for the year rose 26.2% to ₹99.74 crore, with the margin expanding to 22.6% from 21.0% in FY25. Profit after tax stood at ₹55.53 crore, while cash profit increased 27.9% to ₹81.60 crore.

Operational Performance

The product mix evolved during FY26, with assemblies and others emerging as the largest revenue contributor at 52% of total sales, up from 51% in the previous year. Stainless steel flexible hoses accounted for 43% of revenue. The newly introduced SFN Skid Assemblies for liquid cooling contributed 5% to revenue, generating ₹21.2 crore from the sale of 617 units. The company is expanding its manufacturing capacity for these skids from 6,000 units per annum to 15,000 units per annum by Q2FY27.

Exports remained a key growth driver, contributing 69% of total revenue during the year. The Americas remained the largest market, accounting for 59% of exports, followed by Europe at 27% and Asia at 11%.

Financials and Dividend

The Board of Directors has recommended a final dividend of 20%, equivalent to ₹0.40 per equity share of face value ₹2 each, for FY26. The company maintained a debt-free balance sheet as of March 31, 2026, with cash and bank balances of approximately ₹70 crore.

Strategic Developments

During the year, the company completed a preferential allotment of 30,10,398 equity shares at an issue price of ₹182.70 per share, raising ₹54.99 crore. The proceeds are being utilised for long-term working capital and general corporate purposes. Additionally, the company’s wholly-owned subsidiary, Hyd-Air Engineering, recorded significant infrastructure upgrades and achieved strong revenue growth during the year.