| Management target | Revenue 500.0% FY31 |
|---|
| Revenue growth | 55% YoY |
|---|---|
| Margins | EBITDA margin 5% vs 16% YoY |
| Order book | USD 1,004 Mn, up 13% QoQ |
| Demand visibility | Order book crossed USD 1 billion |
| Management confidence | High regarding Vision 2031 roadmap |
Growth
Aerospace revenue up 40% YoY; Consumer revenue nearly tripled. Consolidated PAT loss narrowed to ₹532 Mn.
Outlook
Targets Consumer EBITDA breakeven by Q4 FY27 and consolidated PAT breakeven by H1 FY28. ₹830 Mn capex invested.
Risks
Continued losses in Consumer segment due to low utilization and high depreciation from expanded asset base.
Last quarter's promises, checked
Delivered
- Guided 45%-50% FY27 top-line growth → delivered 55% YoY (= BEAT)
- Guided Aerospace growth 25%-30% → delivered 40% YoY (= BEAT)
- Guided Consumer growth 125%-150% → delivered ~200% YoY (= BEAT)
Partly delivered
- Guided Consumer utilization 40%-50% by year-end → currently ramping from 23% (= PARTIAL)
Missed
- Guided EBITDA margin 20% for Aerospace → delivered 5% consolidated (= MISS)
Investor Presentation 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.