AEROFLEXNSEMay 05, 2026

Aeroflex Industries Limited

3,562words
7turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
May 05, 2026 To, The General Manager, Department of Corporate Services, BSE Limited, P.J. Towers, Dalal Street, Mumbai – 400001 Company Code No.: 543972 Dear Sir/Ma’am, To, The Listing Depart
23.86%
e EBITDA# EBITDA Margin# Profit After Tax Cash Profit Key Quarterly Highlights 126.46 30.03 23.86% 17.64 25.42 38% 59% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (
38%
gin# Profit After Tax Cash Profit Key Quarterly Highlights 126.46 30.03 23.86% 17.64 25.42 38% 59% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (%) 17% 26% 156 b
59%
Profit After Tax Cash Profit Key Quarterly Highlights 126.46 30.03 23.86% 17.64 25.42 38% 59% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (%) 17% 26% 156 bps 6
326 bps
it After Tax Cash Profit Key Quarterly Highlights 126.46 30.03 23.86% 17.64 25.42 38% 59% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (%) 17% 26% 156 bps 6% 28% ▪
57%
Tax Cash Profit Key Quarterly Highlights 126.46 30.03 23.86% 17.64 25.42 38% 59% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (%) 17% 26% 156 bps 6% 28% ▪ Core
67%
Cash Profit Key Quarterly Highlights 126.46 30.03 23.86% 17.64 25.42 38% 59% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (%) 17% 26% 156 bps 6% 28% ▪ Core busi
22.57%
Highlights 126.46 30.03 23.86% 17.64 25.42 38% 59% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (%) 17% 26% 156 bps 6% 28% ▪ Core business of hoses and assemblies
17%
.64 25.42 38% 59% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (%) 17% 26% 156 bps 6% 28% ▪ Core business of hoses and assemblies continues to deliver steady growth,
26%
25.42 38% 59% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (%) 17% 26% 156 bps 6% 28% ▪ Core business of hoses and assemblies continues to deliver steady growth, supp
156 bps
38% 59% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (%) 17% 26% 156 bps 6% 28% ▪ Core business of hoses and assemblies continues to deliver steady growth, supported by
6%
% 326 bps 57% 67% FY26 443.29 99.74 22.57% 55.53 81.60 YoY Growth (%) 17% 26% 156 bps 6% 28% ▪ Core business of hoses and assemblies continues to deliver steady growth, supported by stro
Guidance — 1 items
Miniature Metal Bellows
opening
MIDC – Chakan, Pune (Hyd-Air) Production Capacity Hoses: 17.5 million meters Skid: 6,000 assemblies Capacity Utilisation – FY26 Hoses: 70.0% In-house Design and R&D Laboratory Presence in 90+ Countries Strategically Located Near JNPT Port
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Risks & concerns — 2 flagged
Interlock Hose: Helically coiled metal strips with interlocked edges; ideal for medium pressure and protective jacketing.
Miniature Metal Bellows
of SKUs 690+ Employee Strength NABL Accredited R & D Lab Great Place to Work Awarded by Great Place to Work Institute Engineering and Validation Process Modal and Vibration Analysis Fatigue and Velocity Simulations Burst Pressure & Lifecycle Validation Predictive Performance Modelling Technical Collaborations with IITs & IIMs 18 2.
Miniature Metal Bellows
Speaking time
Miniature Metal Bellows
2
Current Capacities
1
Metal Bellows
1
Key Products Manufactured
1
Expanding our presence to
1
Investor Relations Advisors
1
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Opening remarks
Miniature Metal Bellows
Precision-engineered in sizes 10mm–50mm of diameter, these handle high dynamic applications, complementing larger bellows in industrial use Composite Hose: Multi-layered construction of thermoplastic enclosed by metal wire helixes; high flexibility and lightweight design. Interlock Hose: Helically coiled metal strips with interlocked edges; ideal for medium pressure and protective jacketing.
Miniature Metal Bellows
60,000 pieces p.a. 6 operational lines upto 20 inches 14 Planned Capacity Expansion SS Flexible Hoses Assemblies & Fittings Robotic Welding Lines Liquid Cooling Skid Assembly 16.5 1.0 17.5 2.5 20.0 24 46 40 6 70 4 2 2 4,500 6,000 2 4,000 2,000 15,000 4,500 10,500 Capacity Q3FY25 Addition in Q3FY26 Capacity Dec-25 Planned Addition Total Capacity Q2FY27 Mar-25 Additions in Q3FY26 Dec-25 Planned Addition Q2FY27 Mar-25 Additions in Q4FY26 Mar-26 Planned Addition Q2FY27 Dec-25 Addition Mar-26 in Q4FY26 Planned Addition Jul-26 Planned Addition Q2FY27 • Planned Expansion to 20 mn • Planned addition of 24 stations by • Added 2 Robotic Welding Lines in meters by Q2FY27 Q2FY27 Q4FY26 • Added 4,000 skid capacity in Q4FY26. • Capacity is set to further increase by 4,500 units in July-26 and another 4,500 units in Sept-26 15 Data Center Industry Poised for Multi-Year High Growth Cycle Global Data Center Liquid Cooling Market Size (US$ Mn) AI & High-Density Computing Advanced workloads generate heat
Key Products Manufactured
Flexible Hoses | Composite & Interlock Hoses | Assemblies & Fittings | Metal Bellows | Miniature Metal Bellows | Hydraulic Fittings | Fluid Connectors | Flanges | Liquid Cooling Skid Assembly 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 3. Wherever There's Critical Flow, Aeroflex Leads the Way Data Center Marine Oil Refineries Current Major Industries • Steel & Metal • Petrochemicals & Oil Refineries • Solar • Sea Port Terminal Handling • Paper & Pulp • Chemicals, Food & Pharmaceutical Aerospace Solar Semi-conductor
Expanding our presence to
• Fire Fighting Solutions • Aerospace & Defence • Semiconductors • Robotics & Automation • Hydrogen • Electric Mobility • HVAC • Data Centers (Liquid Cooling Solutions) Used for controlled flow of all forms of substances including Solid, Liquid and Gas 20 4. Innovation & Strong R&D led Business 16 Products in R&D related to data center (Liquid Cooling) 14 Qualified R&D Professionals 58 Products across Various Stages of R&D NABL Accredited R&D Lab Key Products Under R&D Product Applications Bronze Braided Hose HVAC, Fuel Lines, Marine & Ship building, Powerplants, Fire Protection system, Automotive & Rail Industry Monel Hose Hastelloy Hose Marine & Offshore application, Chemical Processing Plant, Aerospace & Defence, Hydrogen application, Nuclear Industry, Oil & Gas, Automotive, Pharmaceuticals Marine & Offshore application, Chemical Processing Plant, Aerospace & Defence, Hydrogen application, Nuclear Industry, Oil & Gas, Automotive, Pharmaceuticals High pressure Braided hose assembly (
Investor Relations Advisors
Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC204285 Ms. Shaily Patwa/ Mr. Sudarshan Dhekane shaily.p@sgapl.net/ sudarshan.dhekane@sgapl.net +91 9819494608 / +91 9137013450
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