Aeroflex Q1 FY27 Results: Revenue surges 72.4% to ₹145.97 Cr, PAT up 162%
Aeroflex Industries reported a record Q1 FY27 with revenue up 72.4% to ₹145.97 Cr and PAT up 162% to ₹18.79 Cr. EBITDA increased 116% to ₹33.5 Cr with margins at 23.04%. Skid assembly capacity is being expanded to 15,000 units/annum, and flexible hose capacity to 20 million meters/annum by Q3 FY27.
The substantial year-on-year growth in key financial metrics, coupled with strategic capacity expansions for high-growth segments like skid assemblies for data centers, indicates a significant positive impact on the company's future performance.
The company reported record quarterly performance with significant year-on-year growth in revenue, EBITDA, and PAT, along with capacity expansions and positive outlook.
Aeroflex Industries Limited announced its Q1 FY27 results, reporting a record consolidated revenue of ₹145.97 crores, marking a significant year-on-year increase of 72.4%. This growth was driven by both core and emerging businesses, with the flexible hose business growing by 41% and assemblies and other value-added products experiencing even faster growth.
The SFN Skid Assemblies segment contributed ₹32.4 crores, accounting for approximately 23% of the total revenue. This segment is crucial for controlling coolant circulation in data centers and represents a strategic shift for the company towards providing integrated advanced flow control solutions.
To meet growing demand, Aeroflex has expanded its skid assembly capacity from 6,000 to 9,000 units per annum, with plans to further increase it to 15,000 units per annum. Additionally, the company is investing in automation and advanced manufacturing. The flexible hoses production capacity is also being ramped up from 17.5 million meters to 20 million meters per annum by Q3 of the current financial year.
Financially, the company reported a strong EBITDA of ₹33.5 crores, a 116% year-on-year increase, with margins expanding by 468 basis points to 23.04%. Profit After Tax (PAT) surged by 162% year-on-year to ₹18.79 crores, with PAT margins improving to nearly 13%. Cash profit grew over 100% to ₹26.64 crores.
Exports saw a 43% year-on-year increase, while the domestic market's growth was significantly boosted by the supply of liquid cooling solutions and skid assemblies. The company expressed confidence in its business model and future growth, driven by the AI infrastructure opportunity and a focus on scaling business verticals, customer relationships, and new product development.
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