Aeroflex Industries Limited — Important, 28-07-2025: Updates

Aeroflex has secured a long-term global agreement to supply liquid cooling solutions for data centers, receiving an initial order worth INR 7.8 crore. This strategic breakthrough validates the company’s R&D and opens significant growth avenues. The company also achieved ASME certification for its Bellow Section, reinforcing engineering excellence. Despite a marginal decline in Q1 FY26 revenue to INR 84.33 crore and PAT to INR 7.17 crore, management attributes this to temporary market uncertainty, emphasizing robust underlying demand. Consolidated EBITDA margin stood at approximately 19%. Capacity expansion plans are on track, and the Hyd-Air acquisition is strengthening manufacturing capabilities.