ALFA Finder| 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
- ₹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.