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Earnings Call

Aequs Earnings Call: Key Takeaways

Aequs reported explosive Q3 FY26 growth with revenue up 51% and EBITDA up 353% YoY, driven by aerospace and consumer scaling.

Why this was an Alfa AlertNot a filter event. No prior guidance range was provided to compare against the results.
Highlights
Revenue growth51% YoY increase driven by aerospace and consumer program ramp-ups.
MarginsStructural expansion; EBITDA margin jumped from 4% to 12% YoY.
Order book$814 Mn in aerospace, reflecting strong long-term traction.
Demand visibilityStrong, supported by an $814 Mn aerospace order book.
Management confidenceHigh, emphasizing disciplined execution and stable operations across global facilities.

Growth

Revenue grew 51% YoY to ₹3,262 Mn; EBITDA margins expanded 800bps to 12% on operating leverage.

Outlook

Strong outlook backed by USD 814 Mn aerospace order book and new MeitY PLI approval.

Risks

PAT remains negative at -₹426 Mn due to high one-time labor and IPO-related costs.

Source

Earnings Call filed with NSE, NSE: AEQUS. Summary written with AI assistance from the document.

Read the document ↗

Aequs Ltd: key numbers

Share price
₹246.05
Market cap
₹16,502 Cr
Revenue (annual)
₹1,230 Cr
Net profit (annual)
₹-113.2 Cr
P/E (TTM)
-96.9×Sector 53.6×
Promoter holding
59.09%+0.01% QoQ
FII holding
5.17%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Aequs Ltd

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18:35 IST NSE
Other Announcement

Aequs Other Announcement

Aequs Limited has designated its Co-Founder & Managing Director and CFO as the Key Managerial Personnel authorized to determine materiality for stock exchange disclosures.

18:05 IST NSE
Fund Raise

Aequs Fund Raise of ₹650 Cr

Aequs Limited's Board approved a preferential issue of 28,071,690 warrants to Mellwood Trustee Services Private Limited aggregating to ₹649.99998195 Crore.

Value
₹650.0 Cr
10:40 IST BSE
Share Pledge

Aequs Share Pledge

Aequs promoter Melligeri Private Family Foundation pledged 10,05,13,070 shares (14.99%) to secure a ₹200 Crore facility from 360 One Prime Ltd. This equals 25.36% of total promoter group holding.

Value
₹200.0 Cr
21:58 IST BSE
Board Meeting Date

Aequs Board Meeting Date

Aequs Limited has scheduled a board meeting for September 25, 2026, to discuss a proposed preferential issue of warrants and to convene an extraordinary general meeting.

21:44 IST BSE
Share Pledge

Aequs Share Pledge

Promoter Melligeri Private Family Foundation pledged 10.05 crore shares valued at ₹2,300.74 Crore. The pledge is a material transaction requiring public disclosure.

Value
₹2,301 Cr
17:08 IST NSE
Merger & Restructuring

Aequs Merger & Restructuring

Aequs Limited's step-down subsidiary, Aequs Toys HongKong Private Limited, has been voluntarily wound up and dissolved. The entity was not material to the company.