Aeroflex Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
79%
Numeric claims
1
Consistency
contradicted
Question ledger
Raman KV · Sequin Investment
partialSo in this there is no royalty ... it's the normal buyer seller transaction. ... in terms of the unit economics so it works on a ... receive the orders from them ... manufacture the products and supply to them.
Raman KV · Sequin Investment
partialAssuming that's assuming an 80% capacity utilization. ... it depends a lot on the entire layout of the project ... I can tell you about the global market size for liquid cooling right now it's about almost close to 3 billion ... growing at about 33% every year
Raman KV · Sequin Investment
partialwe are running at about 70 odd% capacity utilization ... we plan to add a few more machines ... capex is planned soon. I'll we'll be able to share the numbers in due course of time
Raman KV · Sequin Investment
directright now about 74% of our total business comes from export ... out of that almost 90% 85 to 95% comes from the EU and the USA ... EU right now is about 30% and the USA is about 55%.
Virat Parak · Kelian
partialQ1 was a very bad number ... because of that you see that our 9 months numbers are still don't appear as good ... we are starting to receive repeat orders ... getting new customers is taking a lot more time because of these tariffs
Virat Parak · Kelian
directsteel industry ... ports and terminal industry ... railways industry ... we have gained more business from them and also entered into new ports
Virat Parak · Kelian
partialtotal capex done in 9 months is approximately 36 cr ... cash balance as of 31st December about 20 cr ... for liquid cooling margins it will not be possible for me to give you a specific number ... we expect overall margins to remain in the range of 23 to 25%
Prates · Lucky Investment
directmetal bellows right now is at an annual run rate of 12 crores ... expect to achieve a run rate of 36 crores over the next few quarters ... peak utilization in about two years time ... liquid cooling peak utilization should be achieved in 2 and a half years ... peak of about 350 crores in FY29
Prates · Lucky Investment
directthey are better than the margin in the hoses. They are almost in line with the margins that we have of assemblies.
Shringa Raju Ram · Omiti Holdings
directas of now if we are not providing the system the only option available to the customers would be to import it ... it can be used for cooling any other kind of system ... the adaptability ... the machines are not specifically meant just for data centers
Nikon Banushali · Koshwell
directliquid cooling 300 to 350 crores ... hose and assemblies 650 to 675 ... bellows around 85 crores ... hide about 45 crores ... miniature metal bellows about 8-9 crores
Ashar Kapalia · Frontwave Research
directexpansion from 1.2 to 3 lakh was part of phase 2 ... we have reduced capital expenditure in miniature metal bellows from 23 crores to about 10.5 crores ... we want to deploy capital to areas where we see significant demand
