Aeroflex Industries Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aeroflex reported a challenging Q1 FY26, with total income down 6% YoY to INR84.67 Cr and PAT at INR7.1 Cr, primarily due to temporary export market disruptions. Management views this as a transitory blip, expressing confidence in a bounce-back with over 20% EBITDA growth projected for FY26. The company secured an INR7.8 Cr order for next-gen data center liquid cooling solutions, marking a strategic entry into a high-growth sector. Domestic business grew over 30%, while new capacities in Hyd-Air and metal bellows are scaling up, set to boost future revenue and margins.