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US tariff uncertainty impacting new customer acquisition
View Risks →Aeroflex Industries Limited — Q3 FY26
Aeroflex reported a strong Q3 FY26 with ₹121 crore revenue (+21% YoY) and ₹28.12 crore EBITDA (+28% YoY), driven by value-added products and entry into liquid cooling for data centers.
bullish
high
Financial stats pending filing verification
2-Minute Summary
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Aeroflex reported a strong Q3 FY26 with ₹121 crore revenue (+21% YoY) and ₹28.12 crore EBITDA (+28% YoY), driven by value-added products and entry into liquid cooling for data centers. EBITDA margin improved to 23.6% despite tariff headwinds. Export business grew 30% YoY, with US and EU contributing 85% of exports. The company added 1 million meters of hose capacity (total 17.5M) and plans to expand skid assembly capacity to 15,000 units by June 2026. Management guided for sustained growth, targeting 25% EBITDA margin over the next couple of years. Key risk: tariff uncertainty in the US market could delay new customer onboarding and impact margin expansion.
एरोफ्लेक्स ने वित्त वर्ष 2026 की तीसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कमाई ₹121 करोड़ रही, जो पिछले साल से 21% ज्यादा है। कमाई में यह बढ़ोतरी नए और बेहतर उत्पादों और डेटा सेंटरों को ठंडा रखने वाली नई तकनीक की वजह से हुई। कंपनी का मुनाफा (EBITDA) ₹28.12 करोड़ रहा, जो 28% बढ़ा। मुनाफे की दर 23.6% हो गई, भले ही अमेरिकी टैरिफ की चुनौती थी। निर्यात 30% बढ़ा, जिसमें अमेरिका और यूरोप का हिस्सा 85% है। कंपनी ने अपनी उत्पादन क्षमता बढ़ाई और अगले दो सालों में 25% मुनाफा दर का लक्ष्य रखा है। मुख्य जोखिम: अमेरिकी टैरिफ अनिश्चितता से नए ग्राहक जुड़ने में देरी हो सकती है।
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Read Transcript →Quarter Snapshot
Export growth
30%
+30% YoY
Export business grew 30% YoY in Q3 despite tariff headwinds, driven by strong customer stickiness.
Value-added products share
54%
+8pp YoY
Value-added products (assemblies, fittings, bellows, skids) contributed 54% of 9-month sales, up from 46%.
Liquid cooling pipeline
₹45 crore
N/A
Immediate order pipeline for liquid cooling skid assemblies stands at ₹45 crore, with peak revenue potential of ₹300-350 crore by FY29.
Hose capacity
17.5M meters
+1M meters QoQ
Added 1 million meters of hose capacity in Q3, taking total installed capacity to 17.5 million meters per annum.
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Guidance and risk preview
Management aims to improve EBITDA margin from current ~23.6% to 25% over the next 2-3 years through cost optimization and product mix improvement.
Tariffs are delaying onboarding of new US customers, though existing customers continue to place repeat orders.
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