Ashish Kacholia Gains Over Rs 390 Crore in a Week from Data Centre & AI Multibagger Stock; Here’s Why

The Indian equity market witnessed profit booking on Friday. As of 2:10 PM, the Nifty 50 was trading below the 24,200 mark, down 0.62 per cent. However, stock-specific action continued in the broader market, with Aeroflex Industries emerging as one of the Small-Cap stocks in focus on Friday, May 8, 2026.

Aeroflex Industries share price jumped 5 per cent and touched a fresh 52-week high. On a YTD basis, the stock has gained over 125 per cent, delivering multibagger returns for investors. The stock is also up 43 per cent this week, translating into a rise of Rs 131 per share. Earlier, on Thursday, the stock had hit the Upper Circuit.

Ashish Kacholia Gains Over Rs 390 Crore in Aeroflex Industries

An interesting point is the shareholding of Ace Investor Ashish Kacholia, who holds a 2.27 per cent stake in Aeroflex Industries. This is the highest stake held by him in the company so far since September 2023. His holding translates into 3,00,08,589 shares. Based on the Rs 131 per share rise this week, the value gain on his holding works out to Rs 393.11 crore.

Here Are the Key Reasons Why Aeroflex Share Price Has Rallied

Aeroflex Q4FY26 Results: Highest Ever Quarterly and Yearly Performance

Aeroflex Industries reported its highest-ever quarterly and yearly performance in Q4FY26 and FY26. On a consolidated basis, total income for Q4FY26 stood at Rs 126.46 crore, up 38 per cent YoY, while EBITDA rose 59 per cent YoY to Rs 30.03 crore. EBITDA margin improved by 326 basis points to 23.86 per cent. Net profit increased 57 per cent YoY to Rs 17.64 crore, while cash profit grew 67 per cent YoY to Rs 25.42 crore.

For FY26, total income stood at Rs 443.29 crore, up 17 per cent YoY, while EBITDA increased 26 per cent YoY to Rs 99.74 crore. PAT for the full year stood at Rs 55.53 crore, up 6 per cent YoY, and cash profit rose 28 per cent YoY to Rs 81.60 crore.

Aeroflex’s Core Hoses and Assemblies Business Supports Steady Growth

The company’s core business of hoses and assemblies continued to grow steadily, supported by demand across end-user industries and global customer relationships. Aeroflex is a manufacturer of metallic flexible flow solutions used for the controlled flow of solids, liquids and gases. Its product portfolio includes stainless-steel corrugated flexible hoses, assemblies and fittings, metal bellows, miniature metal bellows, composite hoses, interlock hoses and liquid cooling skid assemblies.

Data Centre and AI Cooling Solutions Emerge as Key Focus Area for Aeroflex

A key area of focus during FY26 was the company’s entry into advanced flow control solutions for high-performance liquid cooling applications, which are used in data centres and AI infrastructure. Aeroflex provides end-to-end Secondary Fluid Network flow solutions, combining stainless-steel piping systems, precision-engineered metal hoses and metallic expansion joints to enable safe, reliable and leak-free coolant distribution in mission-critical data centre environments. The company sold 571 SFN skid assemblies in Q4FY26, taking FY26 sales to 617 skid assemblies with a value of Rs 21.2 crore.

Management said, “To support this growth opportunity, the company has expanded its skid assembly capacity to 6,000 skids, with plans to scale it up to 15,000 skids by Q2FY27.”

Capacity Expansion, Global Showcase and Dividend Announcement

Aeroflex also showcased its advanced flexible flow solutions for liquid cooling systems at the Data Center World Exhibition in the USA in April 2026. On the capacity front, the company increased its liquid cooling skid assembly capacity to 6,000 skids per annum and plans to scale it further to 15,000 skids per annum by Q2FY27. It also added two robotic welding lines during Q4FY26 and remains on track to set up an automatic welding station and annealing plant by December 2026. The company also declared a final dividend of 20 per cent, or Rs 0.40 per equity share of Rs 2 each.

Disclaimer: The article is for informational purposes only and not investment advice.