In , Aeroflex Enterprises Ltd (Miscellaneous) is outperforming Nifty 500 with +38.9% relative strength. Fundamentals: Strong. On a 4-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Apr 19, 2026
What: Commercial Orders: First order dispatched
“The subsidiary has signed a long-term contract with a listed US corporation and has dispatched its first commercial order, establishing a platform for repeat orders.”
What: Capacity Expansion: 15,000 units
“Aeroflex Enterprises is reaping the potential of diversification, where each vertical is reaching operational scale, improving margin quality.”
What: Export Sales: 73% of Aeroflex Neu revenue
“This is driven by the newly acquired subsidiaries and demand from domestic and export sales.”
What: M.R. Organisation Income Growth of 83.31% YoY
“M.R. Organisation Limited (MRO) achieved a 83.31% YoY increase in total income... driven by the newly acquired subsidiaries and demand from domestic and export sales.”
Earnings deceleration risks from management commentary
Trigger: Increased scale of operations and potential input cost fluctuations.
Management view: Focusing on improved product mix and value-added solutions to maintain margins.
Monitor: commodity
Key quotes from recent conference calls
“On a consolidated basis, the Company reported a 21% year-on-year increase in total income, supported by healthy growth in its core operations. [Previous Consolidated Revenue Growth guidance]”
“The subsidiary has signed a long-term contract with a listed US corporation and has dispatched its first commercial order, establishing a platform for repeat orders. [Initiative: Liquid Cooling Solutions Expansion]”
“AIL is also investing in automation and advanced manufacturing, including robotic welding and a new annealing facility targeted for commissioning by December 2026. [Initiative: Automation and Advanced Manufacturing]”
“AIL posted its highest-ever quarterly revenue... maintaining solid profitability... driven by improved product mix and value-added solutions. [Risk (commodity): MEDIUM]”
Headline numbers from the latest earnings call
Revenue
₹196.43 Cr.
Why: Growth was driven by consistent performance across subsidiaries and business verticals, particularly a 20.67% YoY rise in Aeroflex Industries Limited.
Consolidated total income reached ₹196.43 Cr. in Q3 FY26 compared to ₹160.93 Cr. in Q3 FY25.
EBITDA
₹42.78 Cr.
Why: Profitability was supported by an improved product mix and value-added solutions in the Aeroflex Industries subsidiary.
Consolidated EBITDA grew significantly faster than revenue, expanding margins by 171 bps YoY.
PAT
₹24.81 Cr.
Why: PAT growth was supported by operational scale and diversification, though impacted by higher depreciation and tax expenses compared to the previous year.
Consolidated PAT margin stood at 12.63% for the quarter.
Other Highlights
• M.R. Organisation achieved 83.31% YoY increase in total income.
• Aeroflex Industries raised ₹55 Crore through preferential issue in February 2026.
• Consolidated 9M FY26 PAT reached ₹59.66 Cr.
Sub-sector-specific signals from the latest concall — each with management's stated reason for the change
Liquid Cooling Skid Assembly Capacity
15,000 units p.a.
Why: Expansion to meet AI infrastructure demand.
Total Startup Investments
166
Why: 5 new investments made during the nine-month period.
M.R. Organisation Revenue Growth
83.31%
Why: Driven by newly acquired subsidiaries and export demand.
Aeroflex Neu Export Revenue %
73%
Why: Successful expansion of market reach to 30+ countries.
Aeroflex Industries SKU Count
3,064
Why: Continuous product development and diversification.
Aeroflex Finance Loan Book
₹38.06 Cr.
Why: Expanding customer reach and lending operations.
Aeroflex Finance Unique Borrowers
25,826
Why: Partnerships with fintech players like Vartis Platforms.
Aeroflex Industries EBITDA Margin
28.34%
Why: Improved product mix and value-added solutions.
Forward-looking targets from management
Capex Plan
₹55 Cr
₹55 Crore
Expanding liquid cooling skid assembly capacity and investing in automation/advanced manufacturing.
15,000 units per annum
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +22% | +19% | Stable |
| PAT (Net Profit) | +14% | +28% | Stable |
| OPM | 20.0% | +200 bps | Stable |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Apr 19, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Aeroflex Enterprises Ltd's latest quarterly results (Dec 2025) show
Aeroflex Enterprises Ltd's profit is growing with an stable trend.
Aeroflex Enterprises Ltd's revenue growth trend is stable.
Aeroflex Enterprises Ltd's operating margin is stable.
Aeroflex Enterprises Ltd's long-term compounding rates
Aeroflex Enterprises Ltd's earnings growth is stable with mixed signals on a sequential basis.
Aeroflex Enterprises Ltd's trailing twelve month (TTM) performance
Aeroflex Enterprises Ltd appears significantly undervalued based on our fair value analysis.
Aeroflex Enterprises Ltd's current PE ratio is 24.0x.
Aeroflex Enterprises Ltd's current PE is 24.0x.
Aeroflex Enterprises Ltd's price-to-book ratio is 1.7x.
Aeroflex Enterprises Ltd is rated Strong with a fundamental score of 68.34/100. This score is calculated from objective financial metrics
Aeroflex Enterprises Ltd has a debt-to-equity ratio of N/A.
Aeroflex Enterprises Ltd's return ratios over recent years
Aeroflex Enterprises Ltd's operating cash flow is positive (FY2025).
Aeroflex Enterprises Ltd's current dividend yield is 0.27%.
Aeroflex Enterprises Ltd's shareholding pattern (Mar 2026)
Aeroflex Enterprises Ltd's promoter holding has remained stable recently.
Aeroflex Enterprises Ltd has been outperforming Nifty 500 for 4 consecutive weeks, indicating building momentum.
Aeroflex Enterprises Ltd is an established outperformer with 4 weeks of consecutive Nifty 500 outperformance.
Aeroflex Enterprises Ltd has 4 key growth catalysts identified from recent earnings analysis
Aeroflex Enterprises Ltd has 1 key risk worth monitoring
In Q3 FY26, Aeroflex Enterprises Ltd's management highlighted
Aeroflex Enterprises Ltd's management has provided the following forward guidance
Aeroflex Enterprises Ltd's most important sub-sector-specific KPIs from the latest concall
Based on quantitative research signals, here is why Aeroflex Enterprises Ltd may be worth studying
Aeroflex Enterprises Ltd investment thesis summary:
Aeroflex Enterprises Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
