Aeroflex Enterprises FY26: Growth, portfolio churn, and a sharper industrial edge

FY26 consolidated total income was INR 726.10 crore, EBITDA was INR 149.81 crore with margin 20.63 percent, and PAT was INR 85.33 crore with margin 11.75 percent.

Q4 FY26 consolidated total income was INR 207.24 crore, EBITDA was INR 43.53 crore with margin 21.01 percent, and PAT was INR 25.67 crore with margin 12.39 percent.

AEL completed the sale of its entire 68 percent stake in M.R. Organisation to Ingersoll Rand Industrial US Inc on 30 April 2026 for INR 227.42 crore. The presentation highlights about 3x multiple, about 21 months holding period, and about 107 percent XIRR.

Aeroflex Industries FY26 revenue from operations was INR 441.94 crore and EBITDA was INR 99.74 crore. Production capacity is stated at 17.5 million meters and skid assemblies capacity at 6,000 units per annum, with a plan to scale to 15,000 units by Q2 FY27.

Aeroflex Neu stated revenue split of 67 percent exports and 33 percent domestic. FY26 total income was INR 134.18 crore and PAT was INR 1.75 crore.

Aeroflex Finance reported FY26 disbursements of INR 407.13 crore, loan book of INR 44.49 crore as on 31 March 2026, net interest margin of 22.02 percent, CAR of 33.50 percent, ROA of 5.82 percent, ROE of 16.04 percent, and NNPA of 0.00 percent.