AEROFLEX

What Aeroflex Industries promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 15 tracked 1 delivered 0 missed 14 open
  • Miniature Metal Bellows Capacity & Revenue revised down said Q4 FY25 Promised: INR 25 crores to INR 30 crores at peak utilization, commissioned by March 2026 Q1 FY27: No update provided. The project remains shelved as per the Q4 FY26 commentary.
  • Hose Division Peak Revenue revised up said Q4 FY25 Promised: about INR 650 crores at 20 million meter capacity Q1 FY27: Peak revenue target revised up to INR 650-675 cr. Capacity expansion to 20M meters is now targeted for Q3 FY27, a slight delay from the previous Q2 FY27 timeline.
  • EBITDA Margin delivered said Q4 FY25 Promised: at least a 100 basis point increase in the margin (implying ~22.5% for FY26) Q4 FY26: Achieved 22.6% for full-year FY26, exceeding the original target of ~22.5%.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 15 tracked commitments for Aeroflex Industries — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens