| Management target | Revenue 50.0% FY27 |
|---|
| Revenue growth | 45% to 50% YoY guided for FY27. |
|---|---|
| Margins | Aerospace margins above 20%; Consumer segment targeting EBITDA breakeven by Q4. |
| Order book | USD 1.004 billion, a 13% sequential increase. |
| Demand visibility | Strong; order book crossed USD 1 billion milestone. |
| Management confidence | High; citing first quarterly proof point of consumer loss narrowing. |
Growth
Aerospace revenue grew 40% YoY; Consumer segment revenue nearly tripled YoY. Operational EBITDA rose 3.5x sequentially to INR 148 million.
Outlook
Full-year FY27 revenue growth guided at 45-50% with doubling of operational EBITDA. Total capex of INR 660 crores planned for FY27.
Risks
High depreciation from expanded asset base and 99% reliance on imported raw materials for aerospace remain key headwinds.
Last quarter's promises, checked
Delivered
- Guided 45-50% FY27 Revenue Growth → delivered 55% Q1 YoY (= BEAT)
- Aerospace Margin 20% → delivered >20% (= BEAT)
- Aerospace Growth 25-30% → delivered 40% YoY (= BEAT)
Partly delivered
- INR 660cr FY27 Capex → In progress with INR 660cr plan maintained (= PARTIAL)
- Consumer EBITDA breakeven by Q4 FY27 → Loss narrowed, on track (= PARTIAL)
Investor Presentation filed with BSE, 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.