Aeroflex Industries Limited has announced that its officials will attend an upcoming investor conference. The meeting is scheduled for Friday, May 29, 2026, commencing at 10:00 AM IST. This event is part of the 360 ONE Capital (B&K) 16th Annual Investor Conference, titled TRINITY INDIA 2026.

The company stated that the discussions during the conference will be strictly based on publicly available information. No unpublished price sensitive information (UPSI) will be shared with analysts or investors during the session. The meeting will be conducted in a physical format, featuring both 1-on-1 and group interactions.

Meeting Details

The intimation was made pursuant to Regulation 30 read with Schedule III (Part A) of the SEBI (Listing Obligations and Disclosure Requirements), Regulations 2015. The company noted that changes to the schedule may occur due to exigencies on the part of the host or the company.

Aeroflex Industries Limited has published newspaper advertisements for the extract of its audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, in compliance with Regulation 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The advertisements were published on May 07, 2026, in The Free Press Journal (English) and Navshakti (Marathi). This follows the Board's approval of the audited financial results on May 5, 2026, which revealed the highest-ever quarterly and yearly financial performance. Subsequently, the company also filed the transcript of the Investors' Conference Call held on Wednesday, May 06, 2026, at 11:00 a.m. (IST) with the stock exchanges under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The transcript and audio recording are available on the company's website.

Record Financial Performance

The company reported strong across-the-board improvements in revenue, profitability, and cash generation. Consolidated net profit for Q4FY26 stood at Rs. 17.64 Crs, a 57% increase from the year-ago period. Revenue from operations for the quarter rose 38% year-on-year to Rs. 125.84 Crs, while EBITDA grew 59% to Rs. 30.03 Crs. The EBITDA margin expanded by 326 basis points to 23.86%. For the full year FY26, total income reached Rs. 443.29 Crs, a 17% increase, with an EBITDA of Rs. 99.74 Crs. Cash profit for Q4FY26 grew significantly to INR25.4 crores, a growth of 67% on a year-on-year basis, reflecting strong cash generation and improved operational performance.

Consolidated Financial Results Extract

The newspaper advertisement published the extract of the audited consolidated financial results as approved by the Board of Directors at its meeting held on May 5, 2026. The statutory auditors issued a report with an unmodified opinion on the results. The key consolidated figures are presented below (Rs. in lakhs):

Standalone Financial Results Extract

The standalone financial results for the quarter and year ended March 31, 2026, were also summarised in the advertisement. The key standalone figures are presented below (Rs. in lakhs):

Operational Highlights and Expansion

FY26 marked Aeroflex Industries' successful entry into the liquid cooling skid assembly segment for data center infrastructure. The company sold 617 skids in FY26, generating overall sales of approximately INR21.2 crores over the last four months, with the majority of volumes concentrated in Q4FY26. The skid assemblies segment accounted for approximately 5% of total sales in FY26, with management expecting this share to scale to approximately 20% to 22% of the entire business in FY27. To support this growth, skid assembly capacity was expanded from 2,000 units in December 2025 to 6,000 units per annum by March 2026, with plans to further expand to 15,000 skids per annum within the next two quarters. Management indicated a target of reaching approximately 60% utilization of the 15,000-unit capacity by March of the next financial year. Additionally, the company added 2 robotic welding lines in Q4FY26 and expanded SS Flexible Hoses capacity to 17.5 million meters per annum. A new annealing furnace facility is targeted for commissioning by the end of the current year.

Segment Performance and Business Mix

Management provided detailed commentary on individual business segments during the conference call. The value-added product segment, which includes assemblies, fittings, and bellows, contributed 52% of total sales in FY26. Domestic sales contribution increased to 31% from 26%, driven primarily by traction in skid assemblies and the subsidiary Hyd-Air. The subsidiary Hyd-Air recorded revenue of INR31.64 crores in FY26, with current capacity utilization at approximately 60%. Management indicated plans to utilize Hyd-Air's capacity for internal consumption to manufacture fittings and connectors for high-end applications. The metal bellows division recorded revenue of approximately INR8 crores in FY26, with the majority of volumes in Q3 and Q4. The division is currently at an annualized run rate of approximately INR12 crores, with management targeting 50% to 60% capacity utilization over the next two to three years and peak revenue potential of approximately INR80 crores at maximum utilization.

Liquid Cooling Strategy and Market Outlook

Management highlighted the liquid cooling segment as a key strategic driver, noting that the data center liquid cooling market is currently approximately INR3 billion and is expected to grow to approximately INR21 billion over the next five to six years, representing a CAGR of approximately 34% to 35%. The company operates under an exclusive supply agreement with a US-headquartered company's India subsidiary for skid assemblies, covering the domestic market. Management clarified that the company does not pay royalties under this arrangement and is instead a supplier of skid assemblies to this partner. The company showcased its portfolio of advanced flexible flow solutions at the Data Center World Exhibition in Washington. Management noted that more than 16 products are currently under development, primarily focused on high-growth segments. The average selling price per skid assembly is estimated at INR3 lakhs to INR3.25 lakhs. At 75% peak utilization of the 15,000-unit capacity, management indicated potential revenue from the skid assemblies business of approximately INR325 crores to INR330 crores.

FY27 Guidance and Strategic Priorities

Management outlined its key targets and strategic priorities for FY27 during the conference call. Overall business growth is targeted at approximately 35%, with the base business (excluding skid assemblies) expected to grow at approximately 15% to 20%. The full-year EBITDA margin target for FY27 is approximately 23%, with a medium-term aim of reaching approximately 25% annually. The company also intends to explore international markets for skid assembly supply, with management indicating an aim to commence at least some international supply of skid assemblies in the current financial year. The company remains open to inorganic opportunities to expand capabilities in the data center and liquid cooling space.

Financial Health, Equity Issuance, and Dividend

The company issued 30,10,398 equity shares of Rs. 2/- each at a price of Rs. 182.70 per share, including a premium of Rs. 180.70 per share, aggregating to Rs. 5,500 lakhs. The board recommended a final dividend of Rs. 0.40 (20%) per equity share of Rs. 2/- each for FY26, amounting to Rs. 529.32 lakhs, subject to shareholder approval at the Annual General Meeting. On the balance sheet front, consolidated total assets stood at Rs. 56,501.58 lakhs as of March 31, 2026, compared to Rs. 42,655.11 lakhs in the previous year. Net cash from operating activities improved significantly to Rs. 6,583.64 lakhs in FY26 from Rs. 2,658.39 lakhs in FY25, reflecting robust cash generation.

Source: None/Company/INE024001021/53ae9a9d082d4f90.pdf