In terms of the hose and assemblies business, the hose assemblies business, at the peak utilization of capacity of 20 million, we would reach and considering if 70% of the sales comes from the assemblies, we're expecting a turnover of between INR650 crores to INR675 crores.

Our skid assemblies segment, which is our newest segment has begun contributing to the top line and is right now accounting for only 5% in FY26, but we expect that this share to scale significantly in the upcoming years.

Asad Daud: So in terms of the miniature metal bellows, once the entire capex is completed and the peak utilization, we are expecting an annual revenue in the range of INR25 crores to INR30 crores.

3.9 concrete references per 100 words spoken — counts, currency, units and named periods, not adjectives

Chart exhibits

as drawn · not updated since

Swing — AEROFLEX — IN Analytics · Swing2 Aug 2026

Coverage

SectorIndustrial Products

Documents2

First coveredMar 2026

Latest4 Mar 2026

What we hold

Management guidance held
Forward scenario held
Pace vs guidance held
Outlook statements held
Channel chatter held
Chart exhibits held

Street chatter

unverified · logged from public channels

3 mentions across 4 channels · corroborated 6× · last seen 2 Aug

Top Gap Ups:

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📊 AEROFLEX +5.2% - Great Results

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📊 FAIRCHEMOR +5.0% - Excellent Results

28 Jul 03:38Market Pulse

nge of sectors is showing positive gaps. Notably, there's a strong presence of manufacturing/industrial (LOKESHMACH, SALSTEEL, MARC, AEROFLEX), financial services (ESAFSFB, UTSSAV), and consumer-related businesses (STYLEBAAZA, OSIAHYPER, V2RETAIL). The auto sector also shows tailwinds (BHARATSE, URAVIDEF, TVSMOTOR). Technology and AI (I

02 Jul 03:42Market Pulse

RUSSIA HAS STARTED SEABORNE GASOLINE IMPORTS FROM INDIA - RTRS

AEROFLEX: EXPANDS LIQUID COOLING SFN SKID CAPACITY BY 50% TO 9,000 UNITS/YEAR; ENHANCED PRODUCTION STARTS JULY 1

GOODYEAR INDIA: LAUNCHES ‘ULTRA GRIP’ TRACTOR TIRE TARGETING GROWING FARM MECHANISATION DEMAND

COAL INDIA: BAGS LOA FOR 600 MW SOLAR PROJECT IN UP; PROJEC

Order win01 Jul 13:53Beat The Street News Latest Share Market News

For information & education only — not investment advice. Full disclaimer below.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

AEROFLEX

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹435 today

BEAR

₹81

-81%

8.6% a year · 17.7x exit

BASE

₹136

-69%

14.9% a year · 28.2x exit

BULL

₹308

-29%

20.3% a year · 61x exit

Where the market has priced it

7x104x today — outside the range95x

the guided figure reached earnings through a low-confidence bridge
this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 31 Industrial Machinery peers
FY27 one quarter filed — the pace is shown, not judged: guided +15.0%, filed +72.6% across 1 quarter(s)
at 104x its FY26 earnings the stock already trades above the top of its own ten-year range (61x)
the range is unusually wide — read it as the span of management's own claim, not as a forecast

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹4.2 (screener)
Guided growth	14.9% a year, said on the call of 30-Jul-2026 · transcript
Read across as	operating: unlabelled growth figure, read as revenue — low confidence
Delivery calibration	0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings
Exit multiple	17.71x / 28.23x / 61x, this company’s own p20 / median / p80 across 31 filed years
Filed-industry peers	median 28.23x across 31 peers — the cross-check, not the input
Arithmetic	base EPS × (1 + guided growth × delivery)¹ × exit multiple

Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

Price chart

260 sessions to 31 Jul 2026 · daily close · our own broker data

14 Jul 2025 → 31 Jul 2026 low ₹158.8 · high ₹510.9 · last ₹435.45 · 110.1% over the window close 50-DMA 200-DMA