AEROFLEX · Aeroflex Industries Ltd · Constr. - Supplies & Fixtures
Last close, 30 Oct
12.6% below 52-week high
52-week range: as of 30 Oct 2026.
Weighted combination of 8 measured readings. Not a probability, a rating or a forecast.
Stock Condition as of 30 Oct 2026 close
Full signal detail →Chart
Fundamentals as of 15 Sep 2026 · the company's own latest record is 47 days old
Revenue (latest Q)
₹145 Cr
Revenue YoY
PAT YoY
+162.1%
Operating margin
Revenue, last 8 quarters
P/E (TTM)
P/B
15.1
P/S (TTM)
14.8
Sector P/E
17.3
Dividend yield
+0.1%
| Company | P/E | P/B | Net margin | ROE | D/E | Div. yield |
|---|---|---|---|---|---|---|
| AEROFLEX (this stock) | 91.7 | 15.1 | +13.3% | +15.0% | 0.02 | +0.1% |
| Grindwell Norton | 54.9 | 8.3 | +13.8% | +17.2% | 0.02 | +1.0% |
| Carborundum Universal | 106.5 | 5.9 | +3.9% | +5.4% | 0.11 | +0.4% |
| Kajaria Ceramics | 35.3 | 6.2 | +10.8% | +17.8% | 0.07 | +1.1% |
Promoter
stable
FII
rising 2q
MF
0.80% (-1.32pp)
falling 1q
Insider trades
No insider trades in the last 12 months.
Bulk/block deals
| date | canonicalSymbol | buy quantity | buyer count | deal strength | deal types present |
|---|---|---|---|---|---|
| 2026-10-30 | AEROFLEX | 670611 | 1 | WEAK | BULK |
| 2026-10-29 | AEROFLEX | 5664053 | 5 | WEAK | BULK |
| 2026-05-08 | AEROFLEX | 2327472 | 3 | MEDIUM | BULK |
| 2026-05-07 | AEROFLEX | 1527652 | 2 | WEAK | BULK |
News timeline
- loweconomictimes.indiatimes.com· 15 Oct 2026, 06:00 amStocks in news: Reliance Industries, Jio Financial, Tata Tech, HDB Financial and Wipro
Concalls & investor presentations
AI-generatedKey takeaway: Aeroflex Industries Limited reported its highest quarterly performance ever during the Q1 FY27 earnings conference call held on July 28, 2026. Management stated that consolidated revenue reached INR145.97 crores, reflecting a 72.4% year-on-year increase, driven by growth in both core and emerging businesses. The flexible hose segment grew by 41%, while revenue from SFN Skid Assemblies contributed approximately 23% of total revenue, amounting to INR32.4 crores. Management highlighted plans to expand skid assembly capacity from 6,000 to 15,000 units per annum and increase flexible hose production from 17.5 million to 20 million meters per annum by Q3 FY27. EBITDA rose by 116% to INR33.5 crores, with margins improving to 23.04%. Profit after tax increased by 162% to INR18.79 crores. Management expressed confidence in the business model and ongoing investments in automation and product development.
Management emphasized strong growth and positive financial performance.
Sourced from an exchange-filed transcript, dated 30 Jul 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: The investor presentation for Aeroflex Industries Limited for the quarter ended June 30, 2026, reported a record quarterly performance with total income of Rs. 145.97 crore, reflecting a year-on-year growth of 72.41%. EBITDA increased by 116.38% to Rs. 33.49 crore, with an EBITDA margin of 23.04%. Profit After Tax (PAT) rose significantly by 162.22% to Rs. 18.79 crore, achieving a PAT margin of 12.87%. Managing Director Mr. Asad Daud highlighted strong demand for liquid cooling solutions, particularly from the data center sector, and noted the expansion of skid assembly capacity from 6,000 to 9,000 skids per annum, with plans to reach 15,000. The presentation emphasized the company's strategic positioning in the growing data center market and its commitment to innovation and sustainability.
Management highlighted strong financial performance and growth opportunities in the data center market.
Sourced from an exchange-filed presentation, dated 27 Jul 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Aeroflex Industries Limited held its Q4 and FY26 earnings conference call on May 6, 2026, where management reported a record performance for the year. The company achieved a total income of INR 443.3 crores, reflecting a 17% year-on-year growth, and an EBITDA of INR 99.7 crores, with a margin of 22.6%. Management highlighted the successful entry into skid assemblies and advanced flow control solutions for liquid cooling applications, particularly in data centers. The EBITDA margin for Q4 was reported at 23.86%, with a profit after tax of INR 17.6 crores, a 57% increase year-on-year. The company plans to expand its skid assembly capacity from 6,000 to 15,000 units per annum and aims for a 20-22% contribution from this segment in the upcoming year. Management also discussed ongoing investments in technology and capacity to support growth in emerging sectors like AI infrastructure. The call concluded with a Q&A session addressing various operational queries.
Management emphasized strong growth and strategic expansion initiatives.
Sourced from an exchange-filed transcript, dated 11 May 2026. Summary is RedixFi-generated and distinct from investment advice.
AI Summary of Annual Report
AI-generatedAeroflex Industries Limited (AEROFLEX) reported a dividend of INR 0.30 per equity share for FY2024-25, with an AGM scheduled for August 5, 2025. The company faces a significant GST liability dispute, with a Show Cause Notice (SCN) for INR 7,761.30 Lakhs raised by the GST department regarding input tax credit claims for exports. This matter is under legal challenge in the Bombay High Court, with no confirmed demand as of the balance sheet date. The company also has INR 15.40 Lakhs in disputable receivables under NCLT. The auditor noted no material exceptions in financial disclosures, and the company has not defaulted on loans or been declared a willful defaulter. Corporate governance practices are compliant with SEBI regulations, and internal controls are deemed adequate by auditors.
- Dividend declared: INR 0.30 per equity share with a face value of INR 2 each for FY2024-25.
- GST liability dispute: SCN for INR 7,761.30 Lakhs raised by GST department, matter sub judice in Bombay High Court.
- Disputable receivables: INR 15.40 Lakhs under NCLT, management expects recovery.
- No defaults: Company not declared willful defaulter, no loan repayment defaults reported.
- Corporate governance: Compliant with SEBI regulations, internal controls deemed adequate by auditors.
Key takeaway: Aeroflex Industries faces a major GST liability dispute and has disputable receivables, but maintains no loan defaults and complies with corporate governance standards.
The following annual report excerpts provide qualitative strategic context. Do not treat any specific financial figures in these excerpts as authoritative — they may be incorrectly labeled due to PDF table extraction limitations. For precise financial data, refer to the structured fundamentals data above.
Governance disclosures
AI-generatedNeeds attention
Regulatory Action (1 item); Default / Covenant Breach (2 items)
Items of these kinds are disclosed in the filings. This is a count of disclosed items. It is not a finding about the company and its cause has not been independently established.
Regulatory Action
1 occurrenceEarlier (1-3 years ago)
The Holding Company has received a Show Cause Notice from the GST department for INR 7,761.30 Lakhs related to GST refunds claimed for Input Tax credit on exports, and the matter is sub judice in the Bombay High Court.
Default / Covenant Breach
2 occurrencesEarlier (1-3 years ago)
The company has a term loan from Kotak Mahindra Bank Limited secured against a bus, repayable in 60 monthly instalments. The loan is to be repaid starting April 2021, with the last instalment due March 2026. There was no continuing default in repayment as of 31 March 2025.
The holding company has overdue receivables of 3,234.65 Lakhs due to business reasons and is seeking an extension from RBI but has not received approval as of the balance sheet date.
Routine disclosures
Contingent Liability
2 occurrencesRecent (last 12 months)
The company is contesting various claims and proceedings, including matters relating to direct and indirect taxes, and assesses the need to make provisions or disclose contingencies on a case-by-case basis.
Earlier (1-3 years ago)
The Holding Company has disclosed various legal and tax matters, including local and state levies, input tax credits, refunds, and other matters, which are subject to challenge and audit by tax authorities. These are considered key audit matters due to the uncertainty in the outcome of these tax and litigation matters.
Related-Party Transaction
2 occurrencesRecent (last 12 months)
The company has significant related party transactions that may have a potential conflict with the interests of the Company at large.
Earlier (1-3 years ago)
The company contributed INR 88.80 Lakhs to SAT Foundation, a related party, for CSR activities during the year ended 31st March 2025.
Statutory dues in dispute
1 occurrenceRecent (last 12 months)
The company has received a demand for GST liability interest and penalty of 49.42 Lakhs and 43.38 Lakhs respectively from the GST department. The company is appealing this demand. Additionally, the holding company faces an income tax assessment demand of 4,175.89 Lakhs for AY 2018-19, with penalty proceedings initiated under section 270A, and has filed an appeal.