Aeroflex Enterprises Ltd
Aeroflex Enterprises FY26: Major Contract, Capacity Expansion & Financial Highlights š
- Aeroflex Industries signed a long-term contract with a listed U.S. corporation valued at over USD ~130 billion for liquid cooling solutions for data centres.
- Aeroflex Industries expanded its skid assembly capacity to 6,000 units per annum, with plans to scale to 15,000 units by Q2FY27.
- Aeroflex Industries increased hose manufacturing capacity to 17.5 million meters.
- Consolidated group revenue for FY 2025-26 was ā¹726.10 crore, up 19.80% YoY.
- Consolidated revenue from operations for FY26 was ā¹69,783.06 lakhs, up from ā¹57,853.77 lakhs in FY25.
- Aeroflex Industries reported Total Income of ā¹443 crore.
- Aeroflex Neu reported Total Income of ā¹134 crore.
- M.R. Organisation reported Total Income of ā¹116 crore for the period before divestment.
- Aeroflex Finance maintained a Net Interest Margin of 22.02%.
- Aeroflex Neu secured BRCGS Grade A+ certification, targeting higher-margin food, pharma, and beverage packaging segments.
- Group market capitalisation was ā¹8,106 cr as of 30th June 2026.
- The company's startup portfolio includes 168+ investments across 35+ sectors.
- On 30th April 2026, AEL divested its entire 68% equity stake in M.R. Organisation (MRO) to Ingersoll-Rand Industrial US, Inc. for ā¹227.42 Cr, yielding a return of approximately 3x over about 21 months (~107% XIRR).
- In FY26, the company made 7 new startup investments and had 3 profitable exits.
- The company has a skilled workforce of 2,000+.
- Consolidated financial performance for FY26 showed Total Income of ā¹726.10 crore (up 19.80% YoY), EBITDA of ā¹149.81 crore, and Profit After Tax of ā¹85.33 crore.
- The company recommended a final dividend of 20% for FY26.
- Key financial ratios: Return on Equity at 3.06%, Debt Equity Ratio at 0.0018, and Current Ratio at 142.30 as of March 31, 2026.
- Consolidated net profit for FY 2025-26 stood at ā¹8,533.12 lakhs, compared to ā¹8,073.19 lakhs in the previous year.
- Consolidated Earnings Per Share (EPS) for FY 2025-26 was ā¹5.68 (basic and diluted).
- Standalone net profit for FY 2025-26 was ā¹1,102.86 lakhs, up from ā¹1,026.57 lakhs in the previous year.
- Standalone EPS for FY 2025-26 was ā¹0.98 (basic) and ā¹0.97 (diluted).
- The company completed the disinvestment of its entire stake in material subsidiary M.R. Organisation Limited after the financial year end (w.e.f. 30th April, 2026).
- Total consolidated assets increased to ā¹ 1,15,579.25 lakhs as of March 31, 2026, from ā¹ 97,510.19 lakhs the previous year.
- Basic and diluted earnings per share (EPS) for continuing operations were ā¹ 5.68 for FY 2026, up from ā¹ 4.70 in FY 2025.
- The group's adjusted net debt to equity ratio improved to (12.42) as of March 31, 2026, from (20.01) the previous year.
- Post-reporting period events: Sold entire 68% stake in M R Organisation Limited to Ingersoll-Rand Industrial U.S. Inc. for ā¹ 22,742 lakhs; MRO ceased to be a subsidiary from 30/04/2026.
- Subsidiary Aeroflex Neu Limited allotted 72,00,000 convertible warrants at ā¹ 90 per warrant (aggregating ā¹ 6,480 lakhs). Received ā¹ 1,620 lakhs on allotment; no warrants converted by year-end.
- Standalone Total Assets increased to ā¹36,597.73 lakhs as of March 31, 2026 from ā¹35,925.30 lakhs in the previous year.
- Standalone Profit for the period (continuing operations) was ā¹1,102.86 lakhs for FY 2026, compared to ā¹1,026.57 lakhs in FY 2025.
- Revenue from Operations increased significantly to ā¹845.63 lakhs in FY 2026 from ā¹428.36 lakhs in FY 2025.
- Total Equity increased to ā¹36,421.36 lakhs as of March 31, 2026 from ā¹35,618.61 lakhs in the previous year.
- Cash and Cash Equivalents at year-end stood at ā¹80.63 lakhs, up from ā¹37.88 lakhs in the previous year.
- The company paid a dividend of ā¹338.62 lakhs during FY 2026.
- Share capital remained unchanged with 11,30,85,000 equity shares of ā¹2 each fully paid up, totaling ā¹2,261.70 lakhs. Promoters held 51.33% of shares.
- Retained earnings increased to ā¹25,861.03 lakhs after accounting for a surplus of ā¹1,102.86 lakhs and a dividend payout of ā¹338.63 lakhs.