Aeroflex Industries Shares Jump 18% Following Record Q2 Results

Aeroflex Industries experienced a significant surge in its share price on Thursday, climbing 18% to ₹579 on the BSE during intraday trading. This rally follows the company's release of its Q2FY27 earnings, which highlighted its strongest quarterly performance to date.

Financial Performance

• Revenue: Consolidated revenue from operations grew 87% year-on-year to ₹207.4 crore.
• Profit: Profit after tax (PAT) rose 156.9% year-on-year to ₹36.6 crore.
• EBITDA: EBITDA reached ₹50.3 crore, marking a 94.5% year-on-year increase with margins at 24.3%.

Trading activity was notably high, with approximately 31 million shares, or 23.23% of the company's total equity, changing hands across the NSE and BSE. The company's bottom-line growth was partially attributed to a change in accounting methods for depreciation, which reduced expenses by ₹8.4 crore.

Expansion and Outlook

Aeroflex is heavily investing in its infrastructure to cater to the growing demand for data centre liquid cooling solutions. The company has announced a capital expenditure plan of ₹202 crore aimed at increasing its stainless steel hose and liquid cooling skid assembly capacities by March 2028.

Analysts at ICICI Securities noted that while growth momentum is strong, future performance will rely on the timely execution of capacity expansion and the sustainability of margins in the liquid cooling sector. Investors are advised to verify these figures through official exchange filings or the company's investor relations portal.