Aeroflex Industries Limited
Metal Fabrication · Industrials
Analyst
Sapphire Capital
Equibles does not estimate personal net worth.
Disha is recorded as Analyst at Sapphire Capital. Disha has spoken on 14 earnings calls across 14 companies, most recently for Aeroflex Industries Limited on October 29, 2026. Those appearances were for Aeroflex Industries Limited, Vardhman Special Steels Limited, Beta Drugs Limited, Waaree Renewable Technologies Limited, Concord Enviro Systems Limited and 9 other companies. The companies whose calls Disha spoke on are classified in the Industrials, Basic Materials, Healthcare and Utilities sectors.
“Yes, thank you so much, sir, for this opportunity and congratulations for the stellar set of results. Couple of questions, sir. Firstly, on our, so Asker Assembly's business has done very well, but in our base business, the growth has been stellar.”
“Firstly, sir, you mentioned EBITDA VOTAN has sharply improved. How much of this has been driven by inventory gains?”
“Firstly, congratulations on a good set of results, sir. So, sir, we've seen our EBITDA margins at around 22%. So, going ahead, I think you're ready for around 23-24% lot of margins.”
“So, sir, you alluded to the fact that the execution was lower because of the land and connectivity issues. Are we also seeing any challenges in terms of grid issues or any issues because of the T&D slowdown, because of that the execution is slowing down?”
“Firstly, we've seen the execution being impacted in the first quarter because of the disruptions. Will it be possible for you to quantify the amount of revenue that we lost?”
Sapphire Capital
Analyst
Transcript header (unverified)
Aeroflex Industries Limited
Metal Fabrication · Industrials
Vardhman Special Steels Limited
Steel · Basic Materials
Beta Drugs Limited
Drug Manufacturers - Specialty & Generic · Healthcare
Waaree Renewable Technologies Limited
Engineering & Construction · Industrials
Concord Enviro Systems Limited
Utilities - Regulated Water · Utilities
Health X Platform Limited
Pharmaceutical Retailers · Healthcare
Excelsoft Technologies Limited
Software - Application · Technology
Vishnu Chemicals Limited
Specialty Chemicals · Basic Materials
Advait Energy Transitions Limited
Specialty Industrial Machinery · Industrials
TVS Supply Chain Solutions Limited
Integrated Freight & Logistics · Industrials
Bansal Wire Industries Limited
Steel · Basic Materials
Cyient DLM Limited
Aerospace & Defense · Industrials
Black Box Limited
Software - Application · Technology
Vimta Labs Limited
Diagnostics & Research · Healthcare
Earnings Call for the Quarter Ended September 30, 2026
Aeroflex Industries Limited
Earnings Call
Vardhman Special Steels Limited
Earnings Call
Beta Drugs Limited
Earnings Call for the Quarter Ended September 30, 2026
Waaree Renewable Technologies Limited
Earnings Call
Concord Enviro Systems Limited
Earnings Call for the Quarter Ended June 30, 2026
Health X Platform Limited
Earnings Call for the Quarter Ended June 30, 2026
Excelsoft Technologies Limited
Earnings Call
Vishnu Chemicals Limited
Earnings Call for the Quarter Ended March 31, 2026
Advait Energy Transitions Limited
TVS Supply Chain Solutions Limited Q4 & FY26 Earnings Conference Call
TVS Supply Chain Solutions Limited
Earnings Call
Bansal Wire Industries Limited
Earnings Call
Cyient DLM Limited
“Black Box Limited Q3 and 9 Months FY '26 Earnings Conference Call”
Black Box Limited
Transcript of the Q3-2026 Earnings Investor call- 28.01.2026
Vimta Labs Limited