Aeroflex Industries Achieves Record Quarterly Performance with Revenue Surpassing INR 100 Crores

Aeroflex Industries Limited (ISIN: INE024001021) has reported its highest-ever quarterly performance for Q2 FY26, marking significant growth across key financial metrics. The company's revenue crossed the INR 100 crore milestone, accompanied by its best-ever EBITDA margins.

Record-Breaking Financial Performance

Aeroflex Industries achieved a total income of INR 111.00 crores in Q2 FY26, representing a robust growth of 16% year-on-year (YoY) and an impressive 31% quarter-on-quarter (QoQ). This stellar performance was driven by increased revenue contributions from its subsidiary Hyd-Air and higher domestic market sales.

The company's EBITDA for the quarter stood at INR 26.00 crores, growing 23% YoY and 65% QoQ, resulting in a record-high EBITDA margin of 23.5%. This margin expansion of 136 basis points YoY was primarily attributed to the company's focus on higher-margin, value-added products and favorable currency movements.

Key Financial Highlights for Q2 FY26

Metric	Q2 FY26	YoY Growth	QoQ Growth
Total Income	111.00	16%	31%
EBITDA	26.00	23%	65%
EBITDA Margin	23.5%	136 bps	-
PAT	14.23	4%	9%
Cash PAT	20.33	26%	55%

All financial figures in INR crores, except for EBITDA Margin

Resilience Amidst Challenges

Despite the imposition of U.S. tariffs on Indian imports, Aeroflex Industries demonstrated resilience in its operations. The company reported no cancellations of existing orders from U.S. customers, although some shipments worth INR 5-6 crores were deferred from Q2 to Q3. This reflects the strength of Aeroflex's customer relationships and the quality of its products.

Subsidiary Performance and New Business Ventures

Hyd-Air, the company's subsidiary, contributed significantly to the growth, with sales reaching INR 9.00 crores in Q2 compared to INR 1.50 crores in the previous year. The company also secured a second order for liquid cooling solutions from a large U.S. corporation, building on its breakthrough order from the previous quarter.

Domestic Market Expansion

Aeroflex Industries saw an improvement in domestic sales contribution, which increased from 19% to 27% of total sales. This growth was driven by both an increase in domestic business for Aeroflex Industries and higher sales from Hyd-Air.

Future Outlook and Expansion Plans

The company is executing a capex plan of INR 77.00 crores for expanding hose and miniature metal bellows capacity, expected to be completed by March 2026. Management anticipates EBITDA margins to remain in the 21-22% range going forward and expects the liquid cooling business to become a significant growth driver.

Asad Daud, Managing Director of Aeroflex Industries, commented on the results, stating, "This achievement reflects the dedication of our team, the trust of our customers, and our continued focus on operational excellence. We remain focused on deepening our focus towards higher value-added products and expanding our presence in emerging sectors such as liquid cooling."

As Aeroflex Industries continues to navigate challenges and capitalize on new opportunities, the company appears well-positioned for sustained growth in the coming quarters, driven by its diversified product portfolio and strategic expansion initiatives.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-3.71%	-0.93%	+3.80%	+10.95%	-3.84%	+11.99%

Aeroflex Industries Limited , a leading manufacturer in the industrial sector, has announced its financial results, demonstrating strong growth and improved profitability.

Revenue and Profit Highlights

Aeroflex Industries achieved revenue growth of 16% year-over-year with an EBITDA margin of 23.5%. The company reported:

Financial Metric	Q2	Q1	QoQ Change
Revenue	₹11,087.37	₹8,433.34	31.47%
Net Profit	₹1,423.36	₹716.69	98.60%

The company's revenue saw a significant quarter-on-quarter increase of 31.47%, rising from ₹8,433.34 lakhs in Q1 to ₹11,087.37 lakhs in Q2.

Profitability and Operational Performance

Aeroflex Industries' consolidated net profit for the quarter stood at ₹1,423.36 lakhs, showing a substantial 98.60% increase compared to ₹716.69 lakhs in the previous quarter.

For the half-year period, the company reported a total comprehensive income of ₹2,140.05 lakhs.

Standalone Performance

On a standalone basis, Aeroflex Industries reported revenue from operations of ₹10,175.63 lakhs for the quarter.

Corporate Governance and Reporting

The Board of Directors approved these unaudited financial results at their meeting held on October 28.

Business Segment and Expansion

Aeroflex Industries operates in a single segment of manufacturing products. The company is strengthening its liquid cooling solutions for data centers and AI infrastructure while expanding operations across more than 80 countries.

Aeroflex plans to double its capacity and enter new high-tech flow-control segments by FY27.

Conclusion

Aeroflex Industries' results reflect strong growth, with significant increases in both revenue and profitability. The year-over-year revenue growth and EBITDA margin demonstrate the company's operational efficiency and market strength.

As Aeroflex continues to navigate the industrial sector and pursue its expansion plans, investors and market watchers may keep a close eye on its ability to sustain this growth momentum and further improve its financial performance in the coming quarters.

Investors should note that while these results are encouraging, they should always consider broader market conditions, industry trends, and potential risks when making investment decisions.