Aeroflex Industries Limited — Investor Meet, 06-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aeroflex Industries reported robust FY25 growth with total income at INR379 Cr (+18% YoY), EBITDA at INR82 Cr (+24%, 21.5% margin), and PAT at INR52 Cr (+26%). Q4 income grew 16% to INR92 Cr, with EBITDA margin steady at 20.7%. High-value assemblies now exceed 50% of sales, with capacity utilization at 75%. Management targets 65-70% assembly mix over 2-3 years, driven by metal bellows ramp-up and capacity expansions completed ahead of schedule. Domestic demand outpaced exports, which faced temporary setbacks from tariffs and shipping. FY26 outlook aims for ~25% EBITDA growth and margin improvement, supported by operational efficiency and digitalization, with confidence in sustainable value creation despite global challenges.