ALFA Finder| Revenue growth | FY26 revenue grew 33% YoY; Q4 revenue up 47% YoY. |
|---|---|
| Margins | FY26 EBITDA margin improved to 13%; Q4 dipped on ramp-up costs. |
| Order book | Aerospace order book stands at USD 889 Mn. |
| Demand visibility | Strong; backed by USD 889 Mn aerospace order book. |
| Management confidence | High; CEO cites landmark year with IPO and record quarterly revenue. |
Growth
FY26 revenue grew 33% YoY to ₹12,304 Mn; Aerospace grew 27% while Consumer grew 84%.
Outlook
Entering FY27 with an aerospace order book of USD 889 Mn and strategic MoU investments totaling ₹4,756 crore.
Risks
Consumer segment utilization remains low at 23%; PAT remains negative at ₹-1,133 Mn for FY26.
Last quarter's promises, checked
Delivered
- Guided 25-30% Aerospace growth → delivered 27% (= BEAT)
- Guided EBITDA margin expansion → delivered 100bps improvement to 13% (= BEAT)
- Guided EBITDA growth outpacing revenue → delivered 43% vs 33% (= BEAT)
Partly delivered
- Guided Consumer ramp-up → delivered 84% revenue growth but 23% utilization (= PARTIAL)
Missed
- Guided Hasbro as strategic partner → delivered Hasbro exit/stop POS (= MISS)
Earnings Call Transcript filed with NSE, NSE: AEQUS. Summary written with AI assistance from the document.
Aequs Ltd: key numbers
- Share price
- ₹238.09
- Market cap
- ₹15,968 Cr
- Revenue (annual)
- ₹1,230 Cr
- Net profit (annual)
- ₹-113.2 Cr
- P/E (TTM)
- -79.0×Sector 51.6×
- Promoter holding
- 59.09%+0.00% QoQ
- FII holding
- 5.93%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Aequs Ltd
All →Aequs Share Pledge
Aequs promoter Melligeri Private Family Foundation released a pledge over 14.99% of shares. The revised disclosure concerns a release effected on 8 October 2026.
Aequs Convertible Warrants
Aequs' promoter trustee took 2.81 crore convertible warrants via a preferential offer, paying Rs. 325.01 Crore upfront. Classified as Convertible Warrants since the company issued them.
- Value
- ₹325.0 Cr
Aequs Acquisition
Aequs Limited disclosed that the Regional Director, South West Region sanctioned the amalgamation of three wholly owned subsidiaries into the company, effective from April 1, 2026. The scheme now awaits filing with the Registrar of Companies to become effective.
Aequs Preferential Issue
Aequs Limited allotted 28,071,690 warrants convertible into equity at Rs 231.55 each to a promoter trust. The allotment aggregates to about Rs 650 Crore under a preferential issue.
- Value
- ₹650.0 Cr
Aequs Convertible Warrants
Aequs Limited allotted 28,071,690 preferential warrants to promoter-trust Mellwood Trustee Services at Rs 231.55 each. The allotment aggregates Rs 650 Crore, with 50% paid upfront.
- Value
- ₹650.0 Cr
Aequs Other Announcement
Aequs filed CARE Ratings' quarterly monitoring report on its IPO proceeds for the quarter ended September 2026. The report found no deviation from the stated objects.