Aeroflex Industries Limited — Investor Meet, 03-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aeroflex Industries reported record Q2 FY26 financials: Total income INR111 Cr (+16% YoY, +31% QoQ), EBITDA INR26 Cr (+23% YoY, +65% QoQ) with 23.5% margins. PAT was INR14.23 Cr (+4% YoY). Management highlights strong performance despite US tariffs, seeing no cancellations, only some deferments. Hyd-Air and new liquid cooling solutions (with INR16 Cr orders) are gaining traction, expected to be significant future growth drivers. Strategic focus includes higher value-added products, capacity expansion (INR77 Cr capex by Mar 2026), and market diversification. Outlook is confident for sustained profitable growth and mid-to-high teens revenue CAGR, especially if tariff issues ease.