BSECompany Update11 Aug 2026 · 11 Aug 2026, 05:31 pm

Investor Presentation for the quarter ended June 30, 2026.

Aeroflex Enterprises Ltd-$ · 511076

✦ AI SummaryResults

Aeroflex Enterprises Ltd. has released its investor presentation for the quarter ended June 30, 2026, showcasing a 29% CAGR in total income, 42% in operating EBITDA, and 55% in PAT over the past 5 years. The company has also successfully exited its MRO business, selling a 68% stake to Ingersoll-Rand Industrial US, Inc. for ₹227.42 Crores. The presentation highlights the company's strategic capital allocation and exit, as well as its presence in 100+ countries with a workforce of 2,000+ employees and startup investments.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment7/10

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Aeroflex Enterprises Ltd-$ - 511076 - Announcement under Regulation 30 (LODR)-Investor Presentation

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AEL/BSE/NSE/2026-27 August 11, 2026 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 – 400 051 Company Code No.: 511076 Trading Symbol: AEROENTER Sub.: Investor Presentation for the quarter ended June 30, 2026 Dear Sir/Ma’am, Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligation and Disclosure Requirements) Regulations, 2015, we enclose herewith the Investor Presentation for the quarter ended June 30, 2026. You are requested to kindly take the same on your record. Thanking you, Yours faithfully, For Aeroflex Enterprises Limited Alka Premkumar Gupta Company Secretary & Compliance officer M.No: A35442 Encl.: As above Aeroflex Enterprises Limited (Formerly Sat Industries Limited) Business Updates – Q1 FY27 NSE: AEROENTER | BSE: 511076 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 purchase or subscribe to any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of AEL will be made except by means of a statutory offering document containing detailed information about AEL. This Presentation has been prepared by AEL based on information and data which AEL considers reliable, but AEL makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward-looking statements concerning the future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward-looking statements. The risks and uncertainties relating to these statements include but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost overruns on contracts, our ability to manage our international operations, government policies and actions, regulations, interest and other fiscal costs generally prevailing in the economy. AEL does not undertake to make any announcement in case any of these forward-looking statements become materially incorrect in the future or update any forward-looking statements made from time to time by or on behalf of AEL. All brands, logos, trademarks, names or any intellectual properties included in this Presentation are owned by their respective owners and are used here for representation purposes only. AEL or any of its group companies or related parties do not claim any right or ownership to these brands, logos, trademarks, names or any intellectual properties. 5 Year Consolidated Financial Highlights 29% 42% 55% 52% Total Income CAGR Operating EBITDA CAGR PAT CAGR Cash PAT CAGR Particulars FY26 FY25 FY24 FY23 FY22 FY21 5yr CAGR Total Income 726.10 606.09 778.42 481.78 351.48 205.10 29% Operating EBITDA* 149.81 129.95 94.71 70.37 63.45 26.16 42% EBITDA 149.81 129.95 350.73 70.37 63.45 26.16 42% EBITDA margin 21% 21% 45% 15% 18% 13% PAT 85.33 80.73 274.22 45.06 38.71 9.44 55% PAT margin 12% 13% 35% 9% 11% 5% Cash PAT 118.29 96.01 283.38 52.23 44.52 15.67 52% Cash PAT margin 16% 16% 36% 11% 13% 7% Total Income EBITDA PAT INR Cr. 778.42 726.1 606.09 481.78 350.73 351.48 274.22 205.1 149.81 129.95 85.33 80.73 70.37 45.06 63.45 38.71 26.16 9.44 FY26 FY25 FY24 FY23 FY22 FY21 *Operational EBITDA for FY24 excludes proceeds received from the sale of stake in AeroflexIndustries Limited by Aeroflex Enterprises Limited ("Promoter") Strategic Capital Allocation and Exit AEL’s demonstration of acquire, scale and monetize Strategic Exit • On 30th April, 2026, Aeroflex Enterprises Limited (AEL) completed the transfer and sale of its entire 68% equity stake in MRO to Ingersoll-Rand Industrial US, Inc for a sale consideration of ₹227.42 Crores, subject to the customary closing conditions Creating Critical Engineering Ecosystem Strategic Investment • On 22nd May, 2026, Aeroflex Neu Limited (ANL) acquired a 19.58% stake in Stilonn Valves and Controls Private Limited Quarter Highlights AEL Successfully Exits MRO - From acquisition to strategic exit in less than two years ₹227.42 Cr* Deal Value - 68% stake sold to Ingersoll-Rand Industrial US, Inc. | 30 Apr 2026 Multiple Months XIRR *subject to customary closing conditions Financial Highlights Q1 FY27 —Consolidated 1 Q1 FY27 —Standalone ₹333.16 Cr ₹161.43 Cr ₹103.22 Cr ₹156.77 Cr ₹131.18 Cr ₹91.32 Cr EBITDA | 83.68% Margin | PAT | 58.25% Margin | Total Income | +134.55% YoY EBITDA2| 48.45% | +525.36% YoY PAT | 30.98% | +615.76% YoY Total Income | +4,290.13% YoY +6,670.71% YoY +2,961.09% YoY 100+ 2,000+ 169 Countries Presence Workforce Startup Investments 1 MRO has been consolidated for only one month in Q1 FY27, as the Company divested its stake in MRO effective 30 April 2026 2EBITDA for Q1FY27 includes proceeds from sale of AEL’s stake in MRO Divestment in MRO - The AEL Playbook ₹227.42 Cr* Deal Value - 68% stake sold to Ingersoll-Rand Industrial US, Inc. | 30 Apr 2026 Multiple Months XIRR *subject to customary closing conditions Aeroflex Enterprises Limited (AEL) MRO's Journey with AEL Corporate Structure —MRO Group MRO's Journey with AEL Aeroflex Enterprises Limited (AEL) Jul 2024 AEL acquired 51% stake in MRO Dynamic & diversified incubator combining cash flow- AEL → 68%² generating businesses with high-growth investments. MRO acquired 51% in Madhura May 2025 Compressors M.R. Organisation (MRO) MRO USA acquired 51% in ABP Ingersoll-Rand Industrial US, Inc. Jun 2025 Impex, Portugal MRO USA LLC MRO Europe BV Standard Air UK Global leader —160+ years in compressed air 100%³ 100% 100% AEL acquired additional 13% stake in MRO Jul 2025 NYSE-listed | Market cap: USD 29.6 Bn | Fortune AEL acquired additional 4% stake in MRO 500 Company (Industrial) MRO acquired remaining 49% in Madhura Apr 2026 Air compressors, nitrogen generators, PET ABP Impex, Portugal | 100%³ Madhura Compressors | 100%⁴ and ABP Impex compressors AEL stake increased to 68% and sold to Wide presence across global industrial markets Ingersoll Rand for ₹227.42 crore Transformational M&A | The AEL Playbook Continued Guidance Strategic Exit Turnaround & Scalability Inorganic Acquisitions Continued Guidance Strategic Exit Process excellence & global-ready manufacturing Centrifugal compressor technology & global reach Active mentorship & governance optimisation Made MRO transaction-ready; validated AEL's model The divestment to a global compressed air major validates AEL's track record of identifying, scaling, and exiting high-value businesses. ² +51% Jul’24, +13% Jul'25, +4% Apr'26 = 68% total ³ MRO USA acquired remaining 49% of ABP Impex, Apr'26 ⁴ MRO purchased remaining 49% of Madhura Compressors, Apr'26 Strategic Investment - Creating Critical Engineering Ecosystem Key Transaction Details • On 22nd May, 2026, Aeroflex Neu Limited (ANL) acquired a 19.58% stake in Stilonn Valves and Controls Private Limited Business • Founded in 2014, Stilonn Valves & Controls Pvt Ltd, a sanitary valves manufacturer has grown to become specialityvalve supplier for high precision sanitary valves. • Th [Showing first 8,000 characters — download PDF for full document]