SAHASRA

What Aeroflex Neu 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 · Q4 FY26

what the last two calls moved 13 tracked 2 delivered 2 missed 9 open
  • Combined Revenue delivered, diluted said Q4 FY25 Promised: INR 180 crores in the next fiscal year Q4 FY26: Achieved INR 138 crores in consolidated revenue for FY26, exceeding the revised guidance of INR 130 crores but falling significantly short of the original INR 180 crores target.
  • Standalone Profit Margin missed said Q4 FY25 Promised: Profit margins will hover around 15% Q4 FY26: Consolidated PAT margin for FY26 was 8.77%. H2 PAT margin was significantly lower at ~3.95%, indicating a sharp drop from H1 and a clear miss on the guidance to sustain ~15%.
  • Combined EBITDA Margin diluted said Q4 FY25 Promised: Forecasting an EBITDA margin of about 30% Q4 FY26: Achieved 13.1% for FY26, but H2 margin dropped to 9.7%. The original 30% target remains abandoned, with new guidance for the merged entity focusing on a 15% PBT margin.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 13 tracked commitments for Aeroflex Neu — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens