Aeroflex Industries Limited — Investor Meet, 02-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Aeroflex Industries reported a robust Q3 FY26, achieving its highest-ever quarterly revenue, EBITDA, and PAT. Revenue grew 21% YoY to INR 121 Cr, with EBITDA at INR 28.5 Cr (23.6% margin) and PAT at INR 16.5 Cr (13.5% margin). For 9M FY26, total income was INR 317 Cr.

Strategic focus on value-added products and new segments like data center liquid cooling is driving growth. Q3 exports rose 30% YoY despite tariffs, with EU growth expected from FTA. The company is expanding liquid cooling capacity to 15,000 units/annum, projecting INR 300-350 Cr peak revenue by FY29 with strong margins. Miniature metal bellows capex was rationalized for faster payback. Management is confident about sustaining growth and targeting a 25% EBITDA margin over the next few years.