US tariff uncertainty impacting new customer acquisition
Tariffs are delaying onboarding of new US customers, though existing customers continue to place repeat orders. Resolution of tariffs could significantly boost margins.
AEROFLEX / Q3-FY26 / risks
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Aeroflex Industries · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Metal bellows business behind schedule
Metal 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'.
Liquid cooling margin transparency
Management declined to disclose margins for the liquid cooling skid business due to confidentiality, raising uncertainty about profitability relative to other segments.
Raw material price volatility
Stainless 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.