Aeroflex Industries LimitedQ2 income ₹207.68 Cr (+87%), PAT +157%, ₹202 Cr capex

Aeroflex Industries' Q2 FY27 call, held on 29 October 2026, reported total income of ₹207.68 crore, up 87% and its first quarter above ₹200 crore, EBITDA of ₹50.34 crore, up 94%, at a 24.27% margin, and profit after tax of ₹36.56 crore, up 157%.

First-half total income was ₹353.66 crore and EBITDA ₹83.83 crore. A change to straight-line depreciation cut depreciation by ₹8.41 crore in the quarter. Liquid cooling was 24% of H1 revenue, and metal flexible hoses grew 40% in the half. The company announced ₹202 crore of capex to lift stainless steel hose capacity from 20 to 30 million metres and skid capacity from 15,000 to 30,000 units by March 2028, funded by internal accruals, bridge loans and equity only if required, and plans to merge its Hyd-Air subsidiary.

The MD guided FY27 sales growth of about 60%, ₹715 crore to ₹725 crore at least, said the FY29 aim of ₹1,000 crore will be beaten, and targeted about ₹1,500 crore at roughly 25% margin in FY30. International skid talks are advanced but not closed.