Aeroflex Industries Ltd (NSE:AEROFLEX)

Q2 2026 Aeroflex Industries Ltd Earnings Call Transcript

Oct 29, 2025 / 05:30 AM GMT

Release Date Price: ₹185.26 (+0.40%)

Transcript

Key Points

Positve

Aeroflex Industries Ltd (NSE:AEROFLEX) achieved its highest ever quarterly performance, surpassing a revenue milestone of 100 crores with an EBITDA margin of 23.5%.
The company has not received any cancellations of existing orders from US customers despite the imposition of US tariffs on India.
The subsidiary IDA is gaining strong traction with its products witnessing strong demand, contributing to consolidated growth.
Aeroflex Industries Ltd (NSE:AEROFLEX) received a second order for its liquid cooling solutions from a large US corporation, indicating confidence in their products.
The company's focus on higher margin and value-added products, along with favorable currency movements, has led to an expansion in margins.

Negative

Some shipments to the US have been deferred from Q2 to Q3 due to external challenges, impacting immediate revenue recognition.
The imposition of US tariffs has created volatility in the international market, affecting the company's operations.
The company's performance in Q1 was not as strong, impacting the overall growth rate for the first half of the fiscal year.
The expansion and ramp-up of new capacities, such as the miniature metal bellows, will take time to reach peak utilization.
Despite strong performance, the company faces ongoing challenges in the international market due to tariffs and geopolitical uncertainties.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AERO.NS - Aeroflex Industries Ltd
Q2 2026 Aeroflex Industries Ltd Earnings Call
Oct 29, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Aeroflex Industries Limited, Q2 and H1 F 526 earnings conference calls. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing and then 0 on a touchstone phone. Please note this conference is being recorded.

I now hand over the conference over to Mr. Assad Dad, managing director.

Thank you and over to you, sir.

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Unidentified_2 [2]
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