Synopsis: Data center cooling stock jumps 8 percent after reporting Rs 145 crore quarterly revenue and 162 percent YoY profit growth, driven by strong liquid cooling demand and capacity expansion.
The share of this company, which is a leading Indian manufacturer and global supplier of eco-friendly, metallic flexible flow solutions, gained investor focus after posting strong Q1 numbers
With a market capitalization of Rs 5,759 crore, Aeroflex Industries Ltd’s share on Tuesday made a day high of Rs 454.15per share, up by 8.3 percent from its previous day’s close price of Rs 419 per share. The share of the company gave a return of 112 percent over the last year, and ace investor Ashish Kacholia holds about a 2.27 percent stake as of Q1 FY27.
QoQ Performance
Revenue from Operations grew by 15.5 percent to Rs 145.38 crore in Q1 FY27 from Rs 125.84 crore in Q4 FY26, and EBITDA grew by 11.54 percent to Rs 33.49 crore in Q1 FY27 from Rs 30.03 crore in Q4 FY26, while the EBITDA margin contracted by 82 bps to 23.04 percent from 23.86 percent.
This was accompanied by a Profit After Tax growth of 6.57 percent to Rs 18.79 crore in Q1 FY27 from Rs 17.64 crore in Q4 FY26, while the PAT margin contracted by 107 bps to 12.87 percent from 13.95 percent.
YoY Performance
The Revenue from Operations grew by 72.38 percent YoY to Rs 145.38 crore in Q1 FY27 from Rs 84.33 crore in Q1 FY26, and EBITDA grew by 116.38 percent YoY to Rs 33.49 crore in Q1 FY27 from Rs 15.48 crore in Q1 FY26, with the EBITDA margin expanding by 468 bps to 23.04 percent from 18.35 percent.
This was accompanied by a Profit After Tax growth of 162.22 percent YoY to Rs 18.79 crore in Q1 FY27 from Rs 7.17 crore in Q1 FY26, resulting in a PAT margin expansion of 441 bps to 12.87 percent from 8.46 percent.
Key Q1 Highlights
Liquid cooling business sees strong growth
The company’s liquid cooling business continued to grow during Q1 FY27, supported by strong demand. It delivered 1,040 liquid cooling skids during the quarter, up from 571 skids in Q4 FY26 and just 46 skids in Q3 FY26, showing a sharp rise in production and customer demand.
Manufacturing capacity expanded further
To meet rising demand, the company increased its liquid cooling skid assembly capacity from 6,000 to 9,000 skids per year. It plans to further expand this to 15,000 skids per year by Q3 FY27. Its stainless steel flexible hose manufacturing capacity stood at 17.5 million meters per year and is expected to reach 20 million meters per year by Q3 FY27.
Exports continue to lead revenue
Exports remained the company’s biggest source of revenue, contributing 58 percent of total operations, while the domestic business accounted for 42 percent. Among export markets, the Americas contributed 57 percent, followed by Europe at 33 percent and Asia at 7 percent.
Product portfolio and digital capabilities improve
The company managed more than 3,300 customized SKUs across 58 products and has over 58 products under development, including 16 for data center liquid cooling applications. It also strengthened its digital systems by integrating SAP ERP with Salesforce CRM and introduced tablets on production lines to monitor machine efficiency and inventory in real time.
About the Company
Incorporated in 1993, Aeroflex Industries Limited is a leading Indian manufacturer and global supplier of eco-friendly, metallic flexible flow solutions. Headquartered near Mumbai, India, it specializes in stainless steel corrugated hoses, assemblies, and expansion joints used across 80+ countries.
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