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 c...
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Tariffs are delaying onboarding of new US customers, though existing customers continue to place repeat orders. Resolution of tariffs could significantly boost margins.
high · management_commentaryMetal bellows revenue run-rate is only ₹12 crore vs. expected ramp-up, partly due to US tariff headwinds. Management acknowledged it is 'a little behind schedule'.
medium · management_commentaryManagement declined to disclose margins for the liquid cooling skid business due to confidentiality, raising uncertainty about profitability relative to other segments.
medium · analyst_questionStainless steel prices, a key raw material, could impact margins if volatility increases. Management uses back-to-back contracts but admits significant swings could affect margins.
low · analyst_question