Aeroflex Industries Ltd

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As chip densities rise, air cooling runs out of headroom and coolant must be piped directly to the rack via manifolds and pre-fabricated “skid” assemblies that Aeroflex’s core flexible-flow competence lets it build.

It frames the addressable market as growing from ~$3bn toward ~$21bn over six to seven years.

Bar chart of Aeroflex Industries cash flow bridge, FY20 to FY26: operating cash flow rising to about ₹66 Cr while investing outflows grew to about ₹120 Cr

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make sure you go through all tabs and understand the risk, it is not recommendation

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This is a record of the author's thinking in September 2026, kept as written. It is not a recommendation to buy or sell, and the author may hold the securities discussed. See the disclosures.

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