Aeroflex Industries Limited — Q2FY27 earnings call summary

Filed 02 November 2026 · Official transcript

Current hose capacity utilization ~80%; skid assembly utilization expected 40-50% in FY27, targeting 80% in FY28
Capacity expansion capex INR 202 Cr to complete by Mar 2028; stainless steel hose capacity to 30 million meters/year
Q2 FY27 revenue crossed INR 207.68 Cr, +87% y-y; EBITDA INR 50.34 Cr, +94% y-y; PAT INR 36.56 Cr, +157% y-y
H1 FY27 revenue INR 353.66 Cr, +81% y-y; EBITDA INR 83.83 Cr, +103% y-y; PAT INR 55.35 Cr; EBITDA margin 23.77%
FY30 revenue target INR 1,500 Cr with 25% EBITDA margin
Skid assembly capacity to double from 15,000 to 30,000 units/year by Mar 2028; incremental revenue potential INR 500-550 Cr
Liquid cooling vertical now 24% of revenue; strong growth driven by AI and data center demand
Merger of Hyd-Air Engineering to streamline operations and reduce costs