Aeroflex Enterprises Reports Strong Q2 & H1 FY26 Results, Expands into Liquid Cooling and Enterprise Tech
Aeroflex Enterprises reported strong Q2 & H1 FY26 results with 21% consolidated income growth. It expanded into liquid cooling solutions for data centers with new orders and plans a strategic investment in Dev IT.
The announcement highlights significant financial performance, strategic entry into next-generation markets with long-term contracts, and substantial inorganic growth through acquisitions and planned investments, which are expected to have a considerable positive impact on the company's future trajectory.
The company reported strong financial growth, successfully ventured into high-growth segments like liquid cooling for AI infrastructure, completed strategic acquisitions, and announced a new investment in enterprise technology, indicating robust expansion and diversification.
* Aeroflex Enterprises Limited (AEL) reported strong consolidated financial performance for the quarter and half year ended September 30, 2025 (Q2 & H1 FY26). * For Q2 FY26, consolidated total income increased by 21% year-on-year to ₹180.39 crore, with EBITDA at ₹37.68 crore (20.89% margin) and PAT at ₹20.44 crore (11.33% margin). * For H1 FY26, consolidated total income was ₹322.43 crore, with EBITDA at ₹63.49 crore (19.69% margin) and PAT at ₹34.86 crore (10.81% margin). * Mr. Harikant Turgalia, Whole-time Director, highlighted the company's achievements: * AEL delivered strong operational and financial performance across all business segments, supported by growth in core operations, subsidiaries, and newly acquired entities. * M.R. Organisation Limited (MRO) continued its growth trajectory with a 27.31% YoY increase in total income. * Aeroflex Industries Limited, a key subsidiary, forayed into the liquid cooling solutions segment for next-generation data centers and AI infrastructure. It signed a long-term contract with a listed US corporation (market cap c.USD 70 billion) and received its first two commercial orders worth ₹7.8 crore each. * Aeroflex Industries reported a 15.92% YoY rise in total income, maintaining solid profitability with an EBITDA margin of 23.47% and PAT margin of 12.82%. * The recent acquisition, Hyd-Air Engineering, achieved its highest-ever quarterly revenue of approximately ₹9 crore. * AEL made 3 new investments in high-growth, new-age startups during the quarter, expanding its portfolio across 35+ sectors. * The company's financial services and NBFC initiatives through Aeroflex Finance continued to progress well. * AEL plans to invest in Dev Information Technology Limited (Dev IT), an NSE-BSE listed IT services provider, by subscribing to 1.50 crore warrants at ₹45.45 per warrant, totaling ₹68.18 crore, subject to necessary approvals. This strategic investment aligns with AEL's vision to strengthen its capabilities in enterprise technology, cloud infrastructure, and digital solutions. * Strategic acquisitions by MRO include a 51% equity stake in ABP Impex, Portugal, on June 11, 2025, and a 51% equity stake in Madhura Compressors Private Limited on May 12, 2025. AEL also purchased an additional 13% equity stake in MRO on July 24, 2025, increasing its total stake to 64%.
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