Synopsis: Aeroflex Industries jumped sharply after the company announced hitting its highest-ever quarterly revenue of Rs 121 crore, which is 21% jump from last year, and net profit grew by a minor 8% to Rs 16.49 crore during the same period.
The shares of this company, engaged in manufacturing and supplying environment-friendly metallic flexible flow solution products, are in focus after the company reported its strongest ever quarterly revenue. In this article, we will dive more into the details.
As of Q3 FY26, Ashish Kacholia, along with its investment vehicle, Bengal Finance and Investment Private Limited, holds a total of 3.8 percent stake in the company. While his investment vehicle stake was largely constant throughout the years, Ashish Kacholia has significantly increased his stake from just 1.79 percent in September 2023 to the current position of 2.01 per cent.
With a market capitalisation of Rs 2,452 crore, the shares of Aeroflex Industries Ltd reached a day high of Rs 193.40 per share, up 16 percent from its previous day’s closing price of Rs 166.85 per share. In the last one year, the stock has corrected by nearly 20 percent, underperforming NIFTY 50’s positive return of 9 percent.
Q3 Highlights
The revenue from operations for Aeroflex Industries stands at Rs 120.89 crores in Q3 FY26 compared to Q3 FY25 revenue of Rs 99.80 crores, up by 21 per cent YoY. Additionally, on a QoQ basis, it reported a slight growth of 9 percent from Rs 110.87 crore.
Coming to its sales mix on a 9M basis, the company derived 54 percent of its sales from its Assemblies & Others segment, and the remaining 46 percent from its Flexible Hoses with & without Braiding segment. Also, 73 percent its products are exported while the remaining 27 percent are domestically sold.
Coming to its geographical exports mix, it derived 59 percent of its export value from North and South America, followed by 26 percent from the Europe, 12 percent from Asia, 2 percent from Africa and the remaining from others.
Also, EBITDA stood at Rs 28.58 crore in Q3 FY26, a robust growth of 28 percent as compared to Rs 22.27 crore in Q3 FY25. Additionally, on a QoQ basis, it reported a growth of 10 percent from Rs 26.06 crore. Also, coming to the margins front, EBITDA margins increased by a staggering 141 bps YoY and by 13 bps QoQ, reaching 23.59 percent in Q3 FY26.
Coming down to its profitability, the company’s net profit stood at Rs 16.49 crore in Q3 FY26, a minor growth of 8 percent as compared to Rs 15.21 crore in Q3 FY25. Additionally, on a QoQ basis, it reported a growth of 16 percent from Rs 14.23 crore.
Expansion and other highlights
The company is gradually increasing the capacity of stainless steel (SS) flexible hoses. It added 1 million meters in January 2026, making the total capacity to 17.5 million meters, and intends to increase this to 20 million meters by the second quarter of FY27.
In assemblies and fittings, the company added six new assembly stations in the third quarter of FY26, which raised the capacity from 40 to 46, and it intends to have a total of 70 stations by the second quarter of FY27. The capacity for liquid cooling skid assemblies will grow from the current 2,000 units to a staggering 15,000 units by the first quarter of FY27. Besides that, a new facility for miniature metal bellows with a capacity of 60,000 pieces will be done by the second quarter of FY27, thus deepening the company’s involvement in high-precision components.
To enable this expansion, the company is going to install robotic welding lines, automatic welding stations, and an annealing plant by the third quarter of FY27, which will automate the hose assembly and increase efficiency.
Aeroflex Industries Limited, a recognised manufacturer of flexible flow solutions, has a speciality in stainless steel corrugated hoses and assemblies. The company has a state-of-the-art production plant at Taloja, Navi Mumbai, where an experienced technical team oversees the manufacturing process. The company’s dedication to precision engineering and tightly controlled production processes has enabled Aeroflex to be trusted by customers in both domestic and international markets.
Aeroflex produces a complete spectrum of metallic flexible hoses in AISI 304, 321, 316, and 316L stainless steel grades, as per BS 6501 standards. Its capability to provide customised solutions, meet delivery schedules, and keep quality at a high level has been instrumental in establishing enduring customer relationships across various industries.
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