AEROFLEX / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Aeroflex Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

75%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Nikon Bhanushali · Walford PMS

evasive

Order book for liquid cooling skids

So in the liquid the cooling skits we work on a long-term contract with our supplier... due to disclosure agreements not be able to share the order book with them that we have.

Nikon Bhanushali · Walford PMS

direct

Planned utilization levels for 15,000 skid capacity

I would say the maximum utilization that we can do of the capacity would be about 75 to 80% at the peak level.

Nikon Bhanushali · Walford PMS

direct

Metal bellows revenue in FY26

In the current year uh on an annual basis we did about 8 crores of business from the metal bellows section.

Nikon Bhanushali · Walford PMS

direct

Hider revenue for FY26

Uh hide air revenue in FI26 was uh uh 31.64 crores.

Raman KB · Sequent Investments

direct

Hider utilization and capex plans

In terms of utilization I think uh it is uh currently at about 60% utilization... we want to utilize the capacity of hider for internal consumption.

Raman KB · Sequent Investments

evasive

Revenue sharing or royalty under exclusive agreement

This is an exclusive agreement where we are going to supply the skid assemblies to them... we have tied up with the India subsidiary of theirs.

Raman KB · Sequent Investments

partial

Expectation of 40:60 domestic-export split

Export hasn't decreased... domestic share has increased significantly... the entire business of skid assemblies will be in the domestic market. So this ratio of domestic would also increase.

Karan Gupta · ACMIL

direct

Share of product in data center cost and patents

Liquid cooling comes to about 10% of the cost of the data centers... we don't have any patent on the particular product... the design of every data center is unique.

T Patil · NHI

direct

Reason for delay in skid execution from 42 crores order book

The main bottleneck is from the design aspect... plus significant supplier quality control and customer audits... we are still slightly behind.

T Patil · NHI

direct

Utilization target for 15,000 skid capacity by year-end

Our target would be to reach at least 60 to 70%... by say March of next year.

Sil Jen · Lucky Investment

partial

Revenue potential at 75% skid capacity utilization

At 75% capacity utilization we can expect a total revenue for the business to come in at about 300 325 to about 330 crores.

Shwa · I thought PMS

direct

Income tax demand of 40 crores and confidence in appeal

We are extremely confident that these things is going to be reversed in the appeals that we are going to file.