What AEROFLEX management said they would do
AEROFLEX management's promises, guidance and forward-looking statements, gathered from investor presentations and earnings calls.
16 forward-looking statements across 2 occasions, quoted from filings.
River doesn't say whether any of these were kept. That reading is yours.
It can keep what you said too.
Across the whole exchange in October 2026, companies announced ₹12,583 Cr of orders — 94 filings from 68 companies.
July 2026
earnings callnothing filed since“the 65% utilization on the 15,000-skid capacity ... that is on 15,000 once it is commissioned ... That's for the Q4”
Q4 FY27share this one
“our first target is to get the 15,000 skids commissioned and up and running and then to look at further expansion”
no horizon givenshare this one
“the target for the company is to achieve an EBITDA margin of 25% over the next few years”
next few yearsshare this one
“we have budgeted the capex of INR48 crores. So, the entire capex would be utilized to increase the capacity from 2,000 to 15,000”
no horizon givenshare this one
“at the peak utilization and assuming that 70% of the sales comes in from the assemblies, we are looking at a top line of anywhere between INR650 crores to INR675 crores”
no horizon givenshare this one
“we have planned to increase the production from 17.5 million meters per annum currently to 20 million meters per annum and it should be completed by Q3 of this financial year”
Q3 FY27share this one
“the budgeted capex for the same for the entire was around INR54 crores. The plan -- so some of it was spent in FY25, some of it was spent in FY26 and now the remaining would be completed in FY27”
FY27share this one
“by Q3 of this financial year, most of the capex that we had planned last year would be completed”
Q3 FY27share this one
“once it is commissioned, we expect it to be up and running and then to be utilized at the optimum level in the next financial year”
FY28share this one
“that product is already almost towards the end of completion, should be commercialized by the end of this quarter or latest by the start of next quarter”
Q2 FY27share this one
“in this financial year, we'll definitely have business coming in from international market”
FY27share this one
“we have the plan to further increase it to 15,000 units per annum based on the requirements from the -- from our customer and also the deployment timelines given by them”
no horizon givenshare this one
July 2026
investor presentationnothing filed since“Target (Q3FY27) 20.0 Mn Meters”
Q3FY27share this one
“Target (Q3FY27) 15,000 Skids”
Q3FY27share this one
“Planning to shift to use of 100% recycled packaging materials in next 3 years”
next 3 yearsshare this one
“we have expanded our skid assembly capacity from 6,000 skids to 9,000 skids per annum, and remain on track to scale further to 15,000 skids per annum.”
no horizon givenshare this one
Hold AEROFLEX? Write down why, and River brings it back when the next filing lands.
You had a reason for buying it. Nobody has put that reason back in front of you since — not after the results, not after the call.
Keep my reason for AEROFLEXWhat other management teams have said
Quoted from filings published by the National Stock Exchange of India. River is not an investment adviser and does not give investment advice.