Aeroflex Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Published 25 Aug 2026 | Industrial Products | Market Cap: ₹6.7K Cr
Skid assembly capacity is planned to expand from 9,000 to 15,000 units per annum by Q3 FY27, with optimal utilization (~65%) targeted by Q4 FY27 and ~80% utilization expected in FY28. Aeroflex aims to achieve an EBITDA margin of 25% over the next few years by scaling all business verticals, including flexible hoses, hose assemblies, bellows, and skid assemblies (Page 11, 15).
From Aeroflex's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Price
₹495
Market Cap
₹6.7K Cr
P/E Ratio
99.1
Revenue Rank
Margin Rank
How does Aeroflex rank in Industrial Products?
Compare Aeroflex against every Industrial Products company this quarter on revenue, margins and earnings-call signals.
Aeroflex — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹126 Cr, net profit ₹18 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 2- →Skid assembly capacity is planned to expand from 9,000 to 15,000 units per annum by Q3 FY27, with optimal utilization (~65%) targeted by Q4 FY27 and ~80% utilization expected in FY28.
- →Revenue from skid assemblies reached INR32.4 crores in Q1 and is expected to increase with expanded capacity and international market entry.
- →Flexible hose production capacity to increase from 17.5 million meters to 20 million meters per annum by Q3 FY27. Peak revenue potential from flexible hoses including assemblies is projected at INR650-675 crores annually.
- →The company aims to scale rapidly on the back of strong core flexible hose business and fast-growing skid assembly vertical, driven by rising demand in data centers and AI infrastructure applications.
- →Long-term target is to achieve a blended EBITDA margin of 25% across all business verticals.
- →International business, especially in Europe and the U.S., is expected to contribute significantly going forward.
📈 Profitability & Margins
Rank 1- →Aeroflex aims to achieve an EBITDA margin of 25% over the next few years by scaling all business verticals, including flexible hoses, hose assemblies, bellows, and skid assemblies (Page 11, 15).
- →The skid assembly capacity expansion from 9,000 to 15,000 units per annum is expected to reach about 80% utilization by FY28, driving revenue growth (Pages 9-12).
- →Flexible hose production capacity is being increased from 17.5 million meters to 20 million meters per annum by Q3 FY27, targeting peak revenues between INR 650 to 675 crores from this segment (Pages 4, 9).
- →Q1 FY27 showed strong growth with consolidated revenue up 72.4% YoY and EBITDA up 116% YoY, indicating strong operating leverage and profitability improvement (Page 3).
- →International market expansion, especially in data center applications and skid assemblies, is expected to contribute meaningfully to future revenue growth (Pages 4, 14-15).
- →The company prefers to be judged on an annual basis, as quarterly earnings may fluctuate due to external factors (Page 15).
🏗️ Capital Expenditure Plans
Yes- →Aeroflex has planned a capex to increase skid assembly capacity from 2,000 to 15,000 units per annum with a budget of INR 48 crores; equipment procurement is ongoing with some machines already installed and others arriving over coming quarters.
- →Flexible hoses production capacity is planned to increase from 17.5 million meters to 20 million meters per annum, with a budgeted capex of INR 54 crores; most of this capex will be completed by Q3 FY27.
- →Investment in automation, advanced welding solutions, and precision manufacturing to enhance product quality and reliability.
- →New skid assembly facility to be commissioned around Q3 (October-November), targeting 65% utilization by Q4 FY27 and optimal ~80% utilization in FY28.
- →Future expansions beyond 15,000 skid units are under discussion but not finalized yet, dependent on customer demand and data centre growth.
- →Skid assembly facility machines are flexible and can be repurposed for other industrial flow control solutions if skid demand declines.
💰 Fundraising & Capital Structure
No information📋 Order Book & Pipeline
No information- →Aeroflex receives tentative dispatch schedules from customers about 2 months in advance.
- →Designs for these orders are typically in final stages of approval at the time schedules are shared.
- →For Q3, customers have provided tentative plans for projects expected to materialize.
- →Orders come indirectly through the customers' customers (end customers), so visibility depends on their discussions.
- →Delivery schedules exist for about 2-3 months ahead, with broader visibility on upcoming projects beyond that.
- →In Q1, sales value was INR 32.4 crores with 1,040 volumes dispatched.
- →Exact volumes and values for Q2 are available but not publicly disclosed; can be shared one-on-one.
- →Capacity expansion to 15,000 skids expected by Q3; exit run rate guidance for Q4 is around 65% utilization (approx. 750 skids/month).
- →Discussions for capacity beyond 15,000 skids are ongoing but not finalized.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Aeroflex Q1 FY27 results?
Skid assembly capacity is planned to expand from 9,000 to 15,000 units per annum by Q3 FY27, with optimal utilization (~65%) targeted by Q4 FY27 and ~80% utilization expected in FY28. Aeroflex aims to achieve an EBITDA margin of 25% over the next few years by scaling all business verticals, including flexible hoses, hose assemblies, bellows, and skid assemblies (Page 11, 15).
What is Aeroflex share price analysis?
Aeroflex currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 99.1 with a market cap of ₹6,656 Cr. Investors should review the full earnings analysis for detailed insights.
Is Aeroflex planning capital expenditure?
Aeroflex has planned a capex to increase skid assembly capacity from 2,000 to 15,000 units per annum with a budget of INR 48 crores; equipment procurement is ongoing with some machines already installed and others arriving over coming quarters.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.