ALFA Finder| Management target | Revenue 47.5% FY27 |
|---|
| Revenue growth | Consolidated revenue up 55% YoY to 3,955 million. |
|---|---|
| Margins | Operational EBITDA improved significantly; Consumer losses narrowing sequentially. |
| Order book | Aerospace order book crossed $1 billion milestone, up 13% QoQ. |
| Demand visibility | Strong Aerospace demand; Consumer Electronics ramping up as expected. |
| Management confidence | Confident in achieving break-even despite low initial consumer utilization. |
Growth
Aerospace grew 40% YoY; Consumer segment tripled, now contributing 19% of total revenue.
Outlook
Guided 45-50% full-year revenue growth; Consumer EBITDA break-even targeted for Q4 FY27.
Risks
High depreciation from new assets and high client concentration in toys; forex volatility risks.
Last quarter's promises, checked
Delivered
- Guided 45-50% top-line growth → delivered 55% YoY (= BEAT)
- Aerospace growth 25-30% → delivered 40% YoY (= BEAT)
- Consumer utilization target 40-50% by year end → delivered scale-up to 19% revenue share (= BEAT)
Partly delivered
- Aerospace EBITDA 20% → delivered 'improved significantly' but impacted by forex (= PARTIAL)
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.