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Earnings Call

Aequs Earnings Call: Key Takeaways

Aequs reports explosive Q3 FY26 EBITDA growth of 353% driven by aerospace ramp-ups and consumer scaling, despite one-time IPO and labor costs causing PAT losses.

Why this was an Alfa AlertNot a filter event. Results are strong but no prior guidance range was provided to verify a 5% beat.
Highlights
Revenue growthQ3 revenue grew 51% YoY to ₹3,262 Mn.
MarginsEBITDA margin expanded significantly from 4% to 12% YoY.
Order bookAerospace orderbook stands at a robust USD 814 Mn.
Demand visibilityStrong, supported by aerospace program ramp-ups and global OEM traction.
Management confidenceConfident, highlighting disciplined execution and well-scaled operating footprint.

Growth

Revenue grew 51% YoY in Q3, fueled by aerospace execution and consumer program industrialization.

Outlook

Strong aerospace orderbook of USD 814 Mn provides multi-year revenue visibility.

Risks

One-time expenses of INR 167 Mn for labor law changes and IPO costs impacted profitability.

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.