Aeroflex Industries Limited

rs,

ber 28, 2025 To, The General Manager, Department of Corporate Services, BSE Limited, P.J. Towers, Dalal Street, Mumbai – 400001 Company Code No.: 543972 To, The Listing Department. National St

Rs 111.05

nsolidated Financial Performance Total Revenue EBITDA EBITDA Margin Profit After Tax Cash PAT Rs 111.05 Crs Rs 26.06 Crs 23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4%

Rs 26.06

ncial Performance Total Revenue EBITDA EBITDA Margin Profit After Tax Cash PAT Rs 111.05 Crs Rs 26.06 Crs 23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4% YoY 26% YoY

rs 23.47

ormance Total Revenue EBITDA EBITDA Margin Profit After Tax Cash PAT Rs 111.05 Crs Rs 26.06 Crs 23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4% YoY 26% YoY 31% QoQ

Rs 14.23

al Revenue EBITDA EBITDA Margin Profit After Tax Cash PAT Rs 111.05 Crs Rs 26.06 Crs 23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4% YoY 26% YoY 31% QoQ 65% QoQ

Rs 20.33

ITDA EBITDA Margin Profit After Tax Cash PAT Rs 111.05 Crs Rs 26.06 Crs 23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4% YoY 26% YoY 31% QoQ 65% QoQ 479 bps QoQ

16%

ofit After Tax Cash PAT Rs 111.05 Crs Rs 26.06 Crs 23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4% YoY 26% YoY 31% QoQ 65% QoQ 479 bps QoQ 98% QoQ 55% Qo

23%

Tax Cash PAT Rs 111.05 Crs Rs 26.06 Crs 23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4% YoY 26% YoY 31% QoQ 65% QoQ 479 bps QoQ 98% QoQ 55% QoQ Key Hig

136 bps

PAT Rs 111.05 Crs Rs 26.06 Crs 23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4% YoY 26% YoY 31% QoQ 65% QoQ 479 bps QoQ 98% QoQ 55% QoQ Key Highlights • The

4%

5 Crs Rs 26.06 Crs 23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4% YoY 26% YoY 31% QoQ 65% QoQ 479 bps QoQ 98% QoQ 55% QoQ Key Highlights • The Company

26%

26.06 Crs 23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4% YoY 26% YoY 31% QoQ 65% QoQ 479 bps QoQ 98% QoQ 55% QoQ Key Highlights • The Company has delive

31%

23.47% Rs 14.23 Crs Rs 20.33 Crs Q2FY26 16% YoY 23% YoY 136 bps YoY 4% YoY 26% YoY 31% QoQ 65% QoQ 479 bps QoQ 98% QoQ 55% QoQ Key Highlights • The Company has delivered its hi

“Miniature Metal Bellows: With a planned capacity of 240,000 pieces, the project is expected to be completed by Mar-26 Growth Synergies Increase in existing product offerings Higher ticket size / Margin Expansion Expanding clientele via new segments 1212 12 2.”

“of SKUs NABL Accredited R & D Lab 16 Qualified R&D Team Members Great Place to Work Awarded by Great Place to Work Institute Robust Financials (As per FY25) Revenue Rs.”

“Cr) & Margins 15% 19% 20% 21% 22% 21% 4% 11% 11% 13% 14% 11% 378.8 321.8 +27% 269.5 241.0 144.8 195.7 22.4 +38% 53.0 46.9 81.6 65.7 +72% 52.5 41.7 41.9 27.5 30.2 21.4 6.0 FY21 FY22 FY23 FY24 FY25 H1FY26 FY21 FY22 FY23 FY24 FY25 H1FY26 FY21 FY22 FY23 FY24 FY25 H1FY26 ROE (%) Cash PAT (Rs.”

ASME Certification

1

Expanding our presence to

1

Investor Relations Advisors

1

ASME Certification

Testament to Engineering Excellence 04 • Received certification from the American Society of Mechanical Engineers (ASME) under the Boiler and Pressure Vessel Code. • This endorses capability to design and manufacture expansion joints and metal bellows for pressure- retaining systems, reaffirming engineering and manufacturing excellence. 05 99 Future Growth Drivers 10 1. Organic Growth – Capacity Expansion (1/2) Product Segment Current Capacity Capacity – Post Expansion Expected Timeline SS Flexible Hoses with & without Braiding 16.5 Mn metres p.a. as of December 2024 20 Mn metres p.a. March 2026 Composite Hoses 6 Operational lines upto 20 inches as of December 2024 - Assemblies & Fittings 40 Assembly Stations as of March 2025 70 Assembly Stations Metal Bellows 1,20,000 pieces per annum as of January 2025 • 3,00,000 pieces per annum • Targeting a range of products with diameters ranging from 50mm to 3,000mm March 2026 - - Miniature Metal Bellows - • 2,40,000 pieces annually • Diameters

Expanding our presence to

• Fire Fighting Solutions • Aerospace & Defence • Semiconductors • Robotics & Automation • Hydrogen • Electric Mobility • HVAC • Data Centers (Liquid Cooling Solutions) Esteemed Clientele Note: The Brand Names mentioned are the property of their respective owners and are used here for identification purpose only 18 5. State of the Art Infrastructure Situated at Taloja – Navi Mumbai Lodha – Palava, Thane MIDC – Chakan, Pune #SKUs 2,976 Production Capacity 16.5 million meters Production Lines 87 lines Capacity Utilisation – H1FY26 Hoses: 68.65% Employee Strength 550+ In-house Design and R&D Laboratory Presence in 90+ Countries Strategically Located Near JNPT Port Key Certifications ISO 9001:2015 (Quality Management Systems) ISO 14001:2015 (Environmental Management Systems) ISO 45001:2018 (Occupational Health and Safety Management Systems) World-class facilities that leverage precision engineering and advanced technology to deliver durable, high-quality flow solutions. 19 6. Innovation &

Investor Relations Advisors

Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC204285 Ms. Shaily Patwa/ Mr. Shrikant Sangani shaily.p@sgapl.net/ shrikant.sangani@sgapl.net +91 9819494608 / +91 9619595686