Aeroflex Enterprises Ltd · NSE:AEROENTER
Aeroflex Enterprises — Q2 & H1 FY26 Earnings Presentation
22 slides from Aeroflex Enterprises's earnings presentation, Nov 13, 2025
Slide 1: Exchange covering letter for investor presentation
AEL/BSE/NSE/2025-26 November 13, 2025 To, To, The General Manager, The Listing Department. Department of Corporate Services, National Stock Exchange of India Limited BSE Limited, Exchange Plaza, C-1, Block G P.J. Towers, Dalal Street, Bandra Kurla Complex Mumbai – 400 001 Bandra (E), Mumbai – 400 05
Slide 2: Business Updates – Q2 & H1 FY26
Aeroflex Enterprises Limited (Formerly Sat Industries Limited) Business Updates – Q2 & H1 FY26
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the "Presentation"), which have been prepared by Aeroflex Enterprises Limited ("AEL") (Formerly Sat Industries Limited) have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purch
Slide 4: 5 Year Consolidated Financial Highlights
5 Year Consolidated Financial Highlights INR Cr. Particulars FY25 FY24 FY23 FY22 FY21 FY20 5yr CAGR Total Income 606.09 778.42 481.78 351.48 205.10 228.95 21% Operating EBITDA* 129.95 94.71 70.37 63.45 26.16 19.43 46% EBITDA 129.95 350.73 70.37 63.45 26.16 19.43 46% EBITDA margin 21% 45% 15% 18% 13%
Slide 5: Financial Highlights
Financial Highlights Q2 FY26 - Consolidated H1 FY26 - Consolidated Total Income EBITDA Total Income EBITDA PAT PAT 180.39 Cr. 37.68 Cr. 20.44 Cr. 322.43 Cr. 63.49 Cr. 20.89% 19.69% 34.86 Cr. 11.33% 10.81% Q2 FY26 - Standalone H1 FY26 - Standalone Total Income EBITDA Total Income EBITDA PAT PAT 8.22
Slide 6: Management Comments
Management Comments Commenting on the performance of the quarter and half-year ended 30 th September, 2025 Mr. Harikant Turgalia, Whole-time Director, highlighted the company’s key achievements: ✓ Aeroflex Enterprises Limited (AEL) delivered a strong operational and financial performance across all
Slide 7: Strategic Investment | Enterprise Tech
Strategic Investment | Enterprise Tech AEL plans to make an investment in Dev Information Technology Limited, based out of Ahmedabad. About the business Key Transaction Details • Dev Information Technology Limited (“Dev IT”) [NSE: DEVIT] is an NSE-BSE listed company • The proposed investment in Dev
Slide 8: A dynamic & diversified incubator
A dynamic & diversified incubator Investments Knowledge based Fintech & Lending Global Commerce Innovative Packaging Engineering Services engineering 55.50% 64% 2 100% 100% 66.99% 1 Aeroflex Neu M.R. Organisation Aeroflex Finance Italica Global FZC Aeroflex Industries Strategic Initiatives (formerly
Slide 9: About AEL – United in vision, diversified in action
About AEL – United in vision, diversified in action AEL is a dynamic and diversified business group & incubator that With offices strategically located at international strategically curates a portfolio of businesses and investments across business hubs like USA, UK, Belgium, Portugal & UAE, various
Slide 10: Consolidated Income Statement for Q2 & H1 FY26
Consolidated Income Statement for Q2 & H1 FY26 INR Cr. Particulars Q2 FY26 Q2 FY25 YoY (%) Q1 FY26 QoQ (%) H1 FY26 H1 FY25 YoY (%) Revenue from Operations 172.35 137.79 25.08% 134.48 28.16% 306.83 260.41 17.83% Other Income 8.04 11.28 -28.74% 7.56 6.32% 15.60 18.16 -14.10% Total Income 180.39 149.08
Slide 11: Consolidated Balance Sheet as on 30th September 2025
Consolidated Balance Sheet as on 30th September 2025 INR Cr. Particulars September - 2025 March - 2025 Particulars September - 2025 March - 2025 Non-Current Assets Equity & Liabilities Equity PPE 241.41 232.34 Equity Share Capital 22.62 22.62 Capital WIP 25.14 9.84 Other Equity 707.38 678.10 Goodwil
Slide 12: Consolidated Cash Flow as on 30th September 2025
Consolidated Cash Flow as on 30th September 2025 INR Cr. Particulars September - 2025 September - 2024 March - 2025 Net Profit Before Tax 45.61 54.74 108.97 Adjustments for: Non-Cash Items / Other Investment or Financial Items 9.90 2.24 6.13 Operating profit before working capital changes 55.50 56.9
Slide 13: Standalone Income Statement for Q2 & H1 FY26
Standalone Income Statement for Q2 & H1 FY26 INR Cr. Particulars Q2 FY26 Q2 FY25 YoY (%) Q1 FY26 QoQ (%) H1 FY26 H1 FY25 YoY (%) Revenue from Operations 3.52 0.95 269.78% 1.15 205.12% 4.67 2.38 96.26% Other Income 4.71 6.99 -32.69% 2.42 94.68% 7.13 11.78 -39.49% Total Income 8.22 7.95 3.51% 3.57 130
Slide 14: About the Company - M.R. Organisation Limited
About the Company - M.R. Organisation Limited MRO is into the business of tech-based last-mile utility services to the end- Acquisition of M.R. ORGANISATION user industries. Established in the year 1984 by the promoter Mr. Mayur Kamdar, the company has become a market leader and has presence AEROFLE
Slide 15: Consolidated Income Statement - M.R. Organisation
Consolidated Income Statement - M.R. Organisation INR Cr. Particulars Q2 FY26 Q2 FY25 YoY (%) Q1 FY26 QoQ (%) H1 FY26 H1 FY25 YoY (%) Revenue from Operations 26.69 20.98 27.20% 21.34 25.08% 48.02 37.68 27.45% Other Income 0.12 0.08 58.07% 0.21 -40.40% 0.33 0.08 298.80% Total Income 26.81 21.06 27.31
Slide 16: Knowledge based Engineering – Aeroflex Industries Limited
Knowledge based Engineering – Aeroflex Industries Limited 2,976 111.05 Cr. Knowledge based Engineering No. of Global Customers Q2FY26 Customized Introducing Aeroflex Industries, a pivotal business within the AEL’s portfolio, and SKU’s Accreditations Revenue Solution Provider a distinguished player i
Slide 17: Consolidated Income Statement - Aeroflex Industries
Consolidated Income Statement - Aeroflex Industries INR Cr. Particulars Q2 FY26 Q2 FY25 YoY (%) Q1 FY26 QoQ (%) H1 FY26 H1 FY25 YoY (%) Revenue from Operations 110.87 94.99 84.33 195.21 184.74 Other Income 0.18 0.81 0.33 0.51 1.84 Total Income 111.05 95.80 15.92% 84.67 31.17% 195.72 186.58 4.90% Cos
Slide 18: Innovative Packaging – Aeroflex Neu Limited
Innovative Packaging – Aeroflex Neu Limited (Formerly Sah Polymers Limited) Export Market Aeroflex Neu has successfully Strategic/Inorganic Growth expanded its market reach by Transactions exporting its products to Actively seeking/evaluating 3 0 + countries around the world. companies, in India and
Slide 19: Consolidated Income Statement – Aeroflex Neu (Formerly Sah Polymers)
Consolidated Income Statement – Aeroflex Neu (Formerly Sah Polymers) INR Cr. Particulars Q2 FY26 Q2 FY25 YoY (%) Q1 FY26 QoQ (%) H1 FY26 H1 FY25 YoY (%) Revenue from operations 34.52 33.91 1.81% 29.70 16.24% 64.22 63.02 -52.87% Other income 1.66 0.91 82.40% 1.47 12.73% 3.13 1.22 20.47% Total Income
Slide 20: Startup Investments – Sowing innovation, Reaping growth
Startup Investments – Sowing innovation, Reaping growth 4 165 New Investments in H1 FY26 Total Investments AEL employs defined processes and a professional team of analysts to conduct thorough research and due diligence, providing operational inputs and necessary bandwidth to manage the startup port
Slide 21: Fintech & Lending – Aeroflex Finance Private Limited
Fintech & Lending – Aeroflex Finance Private Limited Fintech& Lending Aeroflex Finance, a wholly owned subsidiary under the Aeroflex umbrella, operates as a Type-II non-deposit-taking Non-Banking Financial Company (NBFC), duly registered with the Reserve Bank of India (RBI). The company specializes
Slide 22: Thank You
Thank You More Information Click Here Click Here Click Here Click Here Aeroflex Enterprises Limited Click Here Click Here Click Here Aeroflex-Enterprises-Limited Click Here investor.relations@satgroup.in
Aeroflex Enterprises — Q2 & H1 FY26 Earnings Presentation on 6ix