Aeroflex Q1 profit surges 150% on 75% revenue jump; capacity hiked
Standalone net profit jumps 150% to ₹19.06 crore as revenue hits ₹139 crore. Liquid cooling skid capacity hiked to 9,000 units per annum.
— 4 earlier stories on Aeroflex Industries Ltd. →What's new
- Standalone revenue jumps 75% YoY to ₹139 cr; net profit up 150% to ₹19.06 cr.
- Consolidated revenue up 72% YoY to ₹145 cr; PAT at ₹18.79 cr.
- Liquid cooling skid capacity increased from 6,000 to 9,000 pieces per annum.
Why this matters
These numbers mark a sharp acceleration from trailing growth of 37% revenue and 57% PAT. The capacity expansion in liquid cooling suggests management is betting on sustained demand. For a stock trading at 111x earnings, delivery on this promise is critical.
What we're watching
- Execution on expanded liquid cooling capacity and order pipeline.
- Sustained profit growth in coming quarters — can the 150% pace hold?
- Valuation: if growth decelerates, the high P/E multiple could compress.
The full read
Aeroflex Industries delivered a standout Q1 FY27. Standalone revenue surged 75% to ₹139 crore and net profit more than doubled to ₹19.06 crore, a 150% jump. Consolidated revenue rose 72% to ₹145 crore with PAT at ₹18.79 crore. The company increased its liquid cooling skid capacity from 6,000 to 9,000 pieces per annum, aligning with demand for thermal management in data centers. The sharp acceleration from trailing growth of 37% revenue and 57% PAT suggests execution is gaining momentum. At a trailing P/E of 111x, the stock leaves no room for a stumble. The next test is whether this growth rate is sustainable and how quickly the expanded capacity converts into orders.
Questions answered
- How did Aeroflex achieve such high growth in Q1?
- The 75% revenue jump was driven by strong demand across segments, particularly liquid cooling solutions. The capacity expansion from 6,000 to 9,000 units per annum underscores the company's focus on this high-growth product.
- What is the liquid cooling SFN skid business?
- It is a specialized product for thermal management in data centers and industrial applications. The capacity increase signals confidence that demand will continue to rise.
- How does this quarter compare to prior growth trends?
- Trailing growth was 37% revenue and 57% PAT. Q1 FY27 significantly accelerated, with standalone profit up 150% on 75% revenue growth, reflecting strong momentum.
- What is the valuation context?
- At ₹6,175 cr market cap and trailing P/E of 111x, the stock trades at a premium. The strong Q1 justifies the multiple but raises expectations for sustained growth.
- Was there any change in board or auditor?
- The board appointed Kailash Chand Jain & Co. as tax auditor for FY2026-27, a routine appointment with no material impact.
- What does the consolidated vs standalone difference indicate?
- Standalone revenue ₹139 cr vs consolidated ₹145 cr implies subsidiaries contribute about ₹6 cr. Net profit is similar: standalone ₹19.06 cr, consolidated ₹18.79 cr, showing minimal dilution.
Aeroflex Industries Ltd.
Latest quarter · Jun 2026
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All notes on AEROFLEX →- 27 Jul 2026 · 6:56 PM IST Aeroflex Q1 profit surges 150% on 75% revenue jump; capacity hiked
- today Aeroflex Q1 revenue jumps 72% but skid capacity delayed by 4-5 months
- 1d ago Aeroflex Q1 revenue jumps 75% to ₹139 cr; data centre capacity expanded
- 1d ago Aeroflex Q1 profit surges; revenue jumps 72%
- 8d ago Aeroflex board sets July 27 for Q1 results