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Financial statements

Aeries Technology, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 5 fiscal years, taken from the XBRL data Aeries Technology, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2022FY2024FY2024FY2025FY2026
Revenue53.172.570.270
Cost of revenue39.450.953.552.7
Gross profit13.721.616.717.3
Selling, general and administrative11.318.745.512.8
Operating expenses11.318.745.512.8
Operating income-4.462.332.99-28.84.52
Interest expense0.190.460.750.46
Other non-operating income0.4416.16.10.95
Pre-tax income2.7719.1-22.75.47
Income tax1.061.87-1.071.99
Income from continuing operations1.061.87-1.071.99
Net income9.761.7115.7-19.72.83
EBITDA3.54.34-27.45.36
EPS, basic0.91-0.460.05
EPS, diluted0.91-0.460.05
Shares, basic (weighted)15.543.148.3
Shares, diluted (weighted)15.543.148.3

Balance sheet

FY2022FY2024FY2024FY2025FY2026
Cash and equivalents1.641.132.082.764.88
Other current assets0.010.0177.586.17
Total current assets0.3620.632.821.323.9
Property, plant and equipment3.133.581.571.75
Lease right-of-use assets5.637.329.68.61
Long-term investments1.561.611.831.9
Other non-current assets02.262.131.442.06
Total assets23534.449.439.841.9
Accounts payable0.682.476.628.159.27
Accrued liabilities0.041.324.895.061.64
Deferred revenue0.190.260.270.47
Short-term debt0.971.441.10.8
Total current liabilities4.0112.538.132.430.7
Long-term debt0.971.441.10.8
Lease liabilities4.265.627.486.36
Other non-current liabilities3.013.954.176.02
Total liabilities4.9720.950.645.944.5
Total debt0.971.451.120.89
Paid-in capital07.2227.229.1
Retained earnings-4.516.32-11.7-31.4-28.9
Treasury stock-0.72-1.3
Other comprehensive income-1.35-0.57-0.91-1.98
Shareholders' equity-4.5112.2-12.2-5.8-3.03
Minority interests1.2810.3-0.260
Total equity11.313.5-1.91-6.06-3.03
Total liabilities and equity23534.449.439.841.9
Shares outstanding015.647.248.5

Cash flow statement

FY2022FY2024FY2024FY2025FY2026
Net income9.761.7117.3-21.63.47
Depreciation and amortization1.171.351.380.84
Stock-based compensation3.811.6312.70.29
Deferred income tax-0.16-0.72-2.110.17
Change in receivables-6.12-11.70.26-3.28
Change in payables0.671.02-0.573.72.72
Cash from operations-0.452.11-4.3-1.016.77
Capital expenditures-1.6-1.52-1.48-1.11
Cash from investing0-1.56-1.74-0.86-1.42
Debt issued0.370.881.51
Stock issued08.674.68
Cash from financing-0.010.257.062.43-3.02
Exchange rate effect-0.03-0.060.12-0.22
Net change in cash-0.460.780.950.682.11
Free cash flow0.51-5.82-2.495.66
Interest paid0.270.470.910.35
Income taxes paid1.231.012.51.28

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $7.10 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin26.0%Gross profit / revenue.
Operating margin9.2%Operating income / revenue.
EBITDA margin10.3%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin8.5%Pre-tax income / revenue.
Net margin4.2%Net income / revenue.
FCF margin11.9%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin13.4%Cash from operations / revenue.
Effective tax rate38.8%Income tax / pre-tax income, when pre-tax income is positive.
Return on assets (ROA)7.8%Net income / average total assets.
SG&A / revenue16.8%Selling, general and administrative expense / revenue.
Stock-based pay / revenue1.3%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue1.5%Capital expenditures / revenue.
D&A / revenue1.1%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y-0.3%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y9.7%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Gross profit growth, 1y3.5%Gross profit vs the same period a year earlier. Only from a positive base.
Gross profit CAGR, 3y8.2%Compound annual growth of gross profit over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating income CAGR, 3y24.7%Compound annual growth of operating income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EBITDA CAGR, 3y15.2%Compound annual growth of ebitda over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Net income CAGR, 3y18.4%Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating cash flow CAGR, 3y47.5%Compound annual growth of operating cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Free cash flow CAGR, 3y122.9%Compound annual growth of free cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y5.2%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y6.8%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y12.2%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio0.85xCurrent assets / current liabilities.
Quick ratio0.21x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.21x(Cash + short-term investments) / current liabilities.
Debt / assets2.1%Total debt / total assets.
Liabilities / assets104.5%Total liabilities / total assets.
Net debt-$5.2MTotal debt - cash - short-term investments. Negative means more cash than debt.
Net debt / EBITDA-0.66xNet debt / EBITDA (twelve months), when EBITDA is positive.
Interest coverage17.2xOperating income / interest expense.
Working capital-$4.4MCurrent assets - current liabilities.
Tangible book value-$2.8MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover1.86xRevenue / average total assets.
Days payables57 days365 x average accounts payable / cost of revenue.
FCF conversion284.7%Free cash flow / net income, when net income is positive.
Capex / operating cash flow11.1%Capital expenditures / cash from operations, when that is positive.

Per share

MetricValueHow it is calculated
EPS, diluted$0.49Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$11.65Revenue / diluted weighted shares.
FCF per share$1.38Free cash flow / diluted weighted shares.
Operating cash flow per share$1.55Cash from operations / diluted weighted shares.
Book value per share-$0.43Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share-$0.43Tangible book value / shares outstanding.
Cash per share$0.92(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$37.3MShare price x shares outstanding.
Enterprise value$32.1MMarket cap + total debt - cash - short-term investments.
P/E11.7xMarket cap / net income. Only when net income is positive.
P/S0.49xMarket cap / revenue.
P/FCF4.10xMarket cap / free cash flow. Only when free cash flow is positive.
P/OCF3.64xMarket cap / cash from operations, when positive.
EV/Sales0.42xEnterprise value / revenue.
EV/EBIT4.54xEnterprise value / operating income, when both are positive.
EV/EBITDA4.05xEnterprise value / EBITDA, when both are positive.
EV/FCF3.53xEnterprise value / free cash flow, when both are positive.
FCF yield24.4%Free cash flow / market cap.
Earnings yield8.6%Net income / market cap (the inverse of P/E).
What was Aeries Technology, Inc.'s revenue in fiscal 2026?

Aeries Technology, Inc. reported revenue of $70.0M for fiscal 2026, 0.3% lower than the year before.

Was Aeries Technology, Inc. profitable in fiscal 2026?

Yes. Net income was $2.8M, a net margin of 4%.

How much free cash flow did Aeries Technology, Inc. generate in fiscal 2026?

Cash from operations of $6.8M minus capital expenditures of $1.1M left free cash flow of $5.7M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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