Earnings Call/Transcript
Aeroflex Industries Q2 FY27 Earnings Call Transcript
Aeroflex Industries filed the transcript of its Q2 and H1 FY27 earnings call held on October 29, 2026, and provided the audio recording link.
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Industrial Products
Iron & Steel Products
6,389 Cr
High Risk
71.4
30.9
3.2
12.8
613.50
157.85
Sales CAGR
Profit CAGR
ROE
ROCE

Aeroflex Industries Ltd (AEROFLEX) is currently trading at 482.80 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Aeroflex Industries manufactures stainless-steel corrugated flexible hoses, hose assemblies, bellows, fittings, and engineered flow-control solutions for solids, liquids, and gases across industrial markets. The company is expanding beyond its traditional hose franchise into liquid-cooling skid assemblies and complementary infrastructure for high-density data centers, particularly those driven by artificial intelligence and high-performance computing. Aeroflex Industries delivered its first quarterly revenue above INR200 crores, with Q2 FY27 total income rising 87% year-on-year to INR207.68 crores. EBITDA increased 94% to INR50.34 crores and profit after tax rose 157% to INR36.56 crores, although the reported profit benefited from an INR8.41-crore depreciation reduction following a methodology change. Liquid cooling has become a strategically important business rather than a pilot initiative, contributing 24% of H1 FY27 revenue. Aeroflex Industries is scaling skid capacity to 30,000 units annually and is pursuing international qualifications, while its exclusive Indian relationship with a major U.S. multinational provides an important channel into data-center infrastructure. The company is committing INR202 crores to capacity expansion, including INR124 crores for hoses and assemblies and INR78 crores for skid assemblies. Management believes the program can create INR500-550 crores of incremental annual revenue at peak utilization, with hose capacity reaching 30 million metres and skid capacity doubling by March 2028. Aeroflex Industries is simultaneously strengthening its base business, with H1 metal flexible hose revenue up 40% and assemblies and value-added products up 44%. Ports and terminals, firefighting, data centers, oil and gas, and steel are identified as major demand areas, while international markets remain particularly important for hose-assembly growth.
Over the past 52 weeks, Aeroflex Industries Ltd has traded between a low of ₹157.85 and a high of ₹613.50. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Aeroflex Industries Ltd has a market capitalization of approximately 6,388.93. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Aeroflex Industries Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 71.40 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 6,388.93 Cr, Aeroflex Industries Ltd is classified as a Small Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Aeroflex Industries Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Aeroflex Industries Ltd is 71.40. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
Aeroflex expects FY30 revenue to be close to Rs 1,500 crore. Management linked that outlook to capacity expansion planned for completion by March 2028 and peak utilisation in FY30.
Yes. Aeroflex said its exclusivity arrangement applies only to India and there is no international exclusivity. It has earmarked some incremental liquid-cooling capacity for overseas customers, although it has not stated the number of units.
Aeroflex said it expects to fund the programme primarily through internal accruals and bridge-loan financing. Management said long-term financing may also be used, while an equity raise would be considered only if required.
Aeroflex reported Q2 FY27 total income of INR 207.68 crore. This was 87% higher than the year-earlier period and marked the first quarter in which its income exceeded INR 200 crore.