| 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
- ₹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
All →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.
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
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
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.
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
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.