Aeroflex Industries Releases Transcript of Q2 & H1 FY27 Earnings Conference Call
Aeroflex Industries reported record Q2 FY27 revenue of INR 207.68 Cr, up 87% YoY. H1 FY27 revenue reached INR 353.66 Cr, up 81% YoY. The company announced a INR 202 Cr capex plan for capacity expansion, targeting INR 500-550 Cr in incremental revenue. A merger with subsidiary Hyd-Air Engineering was also detailed.
The announcement details record financial results, significant capacity expansion with substantial capital expenditure, strategic merger, and a new patent, all of which are material events expected to have a significant impact on the company's future performance and investor perception.
The company reported record revenues, significant year-on-year growth in income, EBITDA, and profit after tax, along with a substantial capacity expansion plan and a new patent, all indicating positive business performance and future outlook.
Aeroflex Industries Limited has released the transcript of its Earnings Conference Call held on October 29, 2026, for its Q2 and H1 FY27 financial results. The call, which included discussions on financial performance, business verticals, capacity expansion, and strategic initiatives, is available on the company's website. During the call, Managing Director Mr. Asad Daud highlighted record quarterly revenue exceeding INR 200 crores for the first time, driven by sustained growth in metal flexible hoses (40% YoY) and assemblies/value-added products (44% YoY). The liquid cooling vertical contributed 24% to H1 FY27 revenue, marking a significant milestone. The company also announced the merger of its wholly-owned subsidiary, Hyd-Air Engineering, to streamline operations and optimize resource allocation. A significant capacity expansion plan involving a capital expenditure of INR 202 crores was detailed, aiming to increase stainless steel flexible flow solutions capacity to 30 million meters per annum by March 2028 and skid assemblies capacity to 30,000 units per annum by March 2028. These expansions are expected to generate incremental revenue potential of INR 500-550 crores annually. Aeroflex was also granted a patent for a system to automatically generate 3D CAD models for braided hose assemblies.
For Q2 FY27, total income reached a record INR 207.68 crores, an 87% YoY increase, with EBITDA at INR 50.34 crores (up 94% YoY) and Profit After Tax at INR 36.56 crores (up 157% YoY). For H1 FY27, total income was INR 353.66 crores (up 81% YoY), EBITDA was INR 83.83 crores (up 103% YoY), and Profit After Tax was INR 55.35 crores. The company also noted a change in depreciation methodology from WDV to SLM effective April 1, 2026, resulting in a reduction of INR 8.41 crores in depreciation expense for Q2 and H1.
Looking ahead, Aeroflex's strategy focuses on strengthening its core business, scaling up liquid cooling solutions, and continuous investment in technology and R&D. The company has upgraded its FY29 top-line target to approximately INR 1,500 crores by FY30, with margins expected to remain around 25%.
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Aeroflex Industries Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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