News Earnings Aeroflex Enterprises Reports Strong Q3FY26 Performance with Revenue Growth of 21.7%Aeroflex Enterprises Reports Strong Q3FY26 Performance with Revenue Growth of 21.7%
Aeroflex Enterprises delivered robust Q3FY26 results with consolidated revenue growing 21.7% to ₹19,142.11 lakhs and net profit increasing 13.5% to ₹2,480.74 lakhs. The company's diversified portfolio showed strong performance across subsidiaries, with Aeroflex Industries achieving record quarterly revenue growth of 20.67% and M.R. Organisation posting remarkable 83.90% income growth through strategic acquisitions and market expansion.
*this image is generated using AI for illustrative purposes only.
Aeroflex Enterprises Limited has delivered a strong financial performance for the third quarter of FY26, demonstrating robust growth across its key business segments. The company announced its quarterly results on February 12, 2026, showcasing significant revenue expansion and sustained profitability. The company has also released its investor presentation providing comprehensive insights into its diversified business operations.
Quarterly Financial Performance
The company's consolidated financial results for Q3FY26 reflect strong operational momentum. Revenue from operations grew substantially, supported by improved performance across multiple business verticals.
| Metric: | Q3FY26 | Q3FY25 | Growth (%) |
|---|---|---|---|
| Revenue from Operations: | ₹19,142.11 lakhs | ₹15,729.86 lakhs | +21.7% |
| Total Income: | ₹19,643.06 lakhs | ₹16,092.76 lakhs | +22.1% |
| Net Profit: | ₹2,480.74 lakhs | ₹2,185.27 lakhs | +13.5% |
| Basic EPS: | ₹1.42 | ₹1.24 | +14.5% |
Nine-Month Performance Analysis
For the nine-month period ended December 31, 2025, Aeroflex Enterprises maintained its growth trajectory despite some moderation in profitability. The company's diversified business portfolio continued to generate strong cash flows.
| Parameter: | 9M FY26 | 9M FY25 | Change (%) |
|---|---|---|---|
| Revenue from Operations: | ₹49,824.99 lakhs | ₹41,770.45 lakhs | +19.3% |
| Total Income: | ₹51,886.14 lakhs | ₹43,949.65 lakhs | +18.1% |
| Net Profit: | ₹5,966.37 lakhs | ₹6,222.81 lakhs | -4.1% |
| Basic EPS: | ₹3.55 | ₹3.72 | -4.6% |
Subsidiary Performance Highlights
Aeroflex Industries Limited - Knowledge-Based Engineering
Aeroflex Industries Limited, the company's key subsidiary with 66.99% stake, delivered exceptional performance in Q3FY26. The subsidiary achieved its highest-ever quarterly revenue with significant growth across key metrics.
| Performance Metric: | Q3FY26 | Q3FY25 | Growth (%) |
|---|---|---|---|
| Total Income: | ₹121.12 crores | ₹100.37 crores | +20.67% |
| EBITDA: | ₹28.58 crores | ₹22.27 crores | +28.34% |
| EBITDA Margin: | 23.59% | 22.18% | +141 bps |
| Net Profit: | ₹16.49 crores | ₹15.21 crores | +8.43% |
M.R. Organisation Limited - Tech-Based Utility Services
M.R. Organisation Limited, with AEL holding a 64% stake, demonstrated remarkable growth momentum driven by strategic acquisitions and expanding market presence.
| Key Metrics: | Q3FY26 | Q3FY25 | Growth (%) |
|---|---|---|---|
| Revenue from Operations: | ₹32.44 crores | ₹17.36 crores | +86.87% |
| Total Income: | ₹32.74 crores | ₹17.80 crores | +83.90% |
| EBITDA: | ₹9.56 crores | ₹5.04 crores | +89.75% |
| Net Profit: | ₹6.11 crores | ₹3.45 crores | +77.00% |
Strategic Business Developments
Liquid Cooling Solutions Initiative
Aeroflex Industries Limited has made significant strides in the liquid cooling solutions segment, targeting next-generation data centers and AI infrastructure. The subsidiary signed a long-term contract with a listed US corporation and successfully dispatched its first commercial order, establishing a foundation for recurring revenue streams.
Strategic Acquisitions and Expansion
The company completed several strategic acquisitions during the period. M.R. Organisation acquired 51% equity stakes in both Madhura Compressors Private Limited and ABP Impex, Portugal, enhancing its compressor portfolio and establishing presence in high-pressure compressor markets across Europe and Latin America.
Segment-wise Business Performance
The company's diversified business model across five key segments contributed to overall revenue growth. Flexible Flow Solution emerged as the largest revenue contributor.
Revenue Breakdown by Segment (Q3FY26):
- Flexible Flow Solution: ₹11,767.73 lakhs
- Engineering Services: ₹3,292.01 lakhs
- Flexible Packaging: ₹2,988.79 lakhs
- Financing: ₹828.61 lakhs
- Others: ₹264.95 lakhs
Management Commentary
Mr. Harikant Turgalia, Whole-time Director, highlighted the company's strategic achievements including the successful foraying into liquid cooling solutions, capacity expansion plans, and continued investments in high-growth startups. The company's portfolio now spans over 35+ sectors including enterprise tech, AI, health tech, climate solutions, and spacetech, with 5 new investments made during the nine-month period.
Financial Services and Investment Portfolio
Aeroflex Finance Private Limited, the company's wholly-owned NBFC subsidiary, continued its growth trajectory with a loan book of ₹38.06 crores and disbursements of ₹286.55 crores. The company maintains strategic investments in 166 startups across diverse sectors, reinforcing its position as a dynamic business incubator.
The Board of Directors approved these unaudited financial results at their meeting held on February 12, 2026, following review by the Audit Committee and limited review by statutory auditors.
Historical Stock Returns for Aeroflex Enterprises
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -0.32% | +0.52% | +0.98% | -17.08% | -20.94% | +34.95% |
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