Aeroflex Industries delivered exceptional performance in Q3 FY26, achieving record-breaking financial metrics across all key parameters. The company reported its highest-ever quarterly revenue, EBITDA, and profit after tax (PAT), demonstrating strong operational execution and strategic positioning in high-growth markets.

Record Financial Performance

The company's Q3 FY26 results showcase robust growth across all financial metrics:

For the nine-month period, total income reached ₹317 crores with EBITDA of ₹70.50 crores at a margin of 22.20%. PAT for nine months stood at ₹38 crores with a margin of approximately 12.00%.

Strategic Expansion in Liquid Cooling Solutions

A key highlight was the company's entry into high-performance liquid cooling solutions for data centers. Aeroflex completed its first commercial dispatch of advanced flow control components and skid assemblies for liquid cooling applications. The company is expanding skid assembly capacity to 15,000 units per annum, expected to be completed by June 2026.

Capacity Enhancement and Operational Milestones

The company added 1 million meters of hose capacity during the quarter, bringing total installed capacity to 17.50 million meters per annum. An additional 2.50 million meters will be commissioned in phases by Q2 of the next financial year. Six new assembly stations were added, increasing total assembly stations to 46.

Export Performance and Market Diversification

Despite tariff-related challenges, quarterly export business grew 30.00% year-on-year, reflecting strong customer relationships and execution capabilities. Export business contributes 74.00% of total revenue, with 85-95% coming from EU and USA markets. The recent EU-India FTA is expected to boost European market penetration significantly.

Subsidiary Performance and Future Outlook

Hyd-Air subsidiary generated revenues of ₹8.50 crores in Q3 FY26 compared to ₹2.90 crores in the same quarter previous year. Value-added products including assemblies, fittings, bellows, and skid assemblies now contribute 54.00% of total sales on a nine-month basis.

The company maintains a strong outlook supported by healthy order books, expanding global data center market opportunities, and increasing penetration in AI infrastructure applications.

Source: Aeroflex Industries Limited Q3 FY26 earnings conference call transcript

Aeroflex Industries Limited has announced an earnings call scheduled for January 29, 2026, to discuss its operational and financial performance for the third quarter and nine months of FY26. The company issued this intimation to stock exchanges under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Meeting Details and Access Information

The virtual earnings call is scheduled to commence at 11:00 AM IST on Thursday, January 29, 2026. The meeting will bring together analysts and institutional investors to review the company's performance metrics for the specified period.

Participant Access and Registration

The company has provided multiple access options for participants, including domestic and international toll-free numbers. Pre-registration is required for the earnings call through the designated link provided by the company.

Management Participation

The earnings call will be led by Mr. Asad Daud, Managing Director of Aeroflex Industries Limited, along with the management team. The session will focus on discussing both quarterly and nine-month operational and financial performance metrics.

Regulatory Compliance

The company has formally notified both BSE Limited (Company Code: 543972) and National Stock Exchange of India Limited (Trading Symbol: AEROFLEX) about the scheduled analyst meeting. The intimation was signed by Ruthu Parampogi, Company Secretary & Compliance Officer (Membership No: A60982), ensuring full compliance with regulatory requirements.

The company has noted that changes to the schedule may occur due to exigencies on the part of participants or the company. Strategic Growth Advisors Pvt. Ltd. is coordinating the event logistics, with Ms. Shaily Patwa and Mr. Shrikant Sangani serving as contact points for RSVP and participant queries.