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Earnings Call

Apollo Micro Systems Earnings Call: Key Takeaways

Apollo Micro Systems delivered record FY26 performance with consolidated revenue at ₹904cr and 12% PAT margins, driven by defense indigenization and strategic acquisitions.

Why this was an Alfa AlertPAT Margin Beat: Guided standalone PAT margin of 15%, achieved 16%, representing a 6.7% beat over the guided target.
Highlights
Revenue growth61% YoY consolidated growth in FY26.
MarginsEBITDA margin at 24%; PAT margin expanded to 12% consolidated.
Order bookConsolidated order book stands at ₹1,432 crores.
Demand visibilityStrong visibility via ₹1,432cr order book and upcoming large-ticket defense projects.
Management confidenceHigh; committed to 'Vision 2036' and becoming a global OEM.

Growth

FY26 revenue grew 61% YoY to ₹904cr; PAT surged 91% to ₹107cr; EBITDA up 69% to ₹218cr.

Outlook

Order book at ₹1,432cr; targeting sustained 45-50% CAGR; Vision 2036 aims for global OEM status; upcoming RF acquisition.

Risks

Elongated defense gestation cycles, global supply chain timing issues for semiconductors, and geopolitical conflict impacts.

Source

Earnings Call filed with NSE, NSE: APOLLO. Summary written with AI assistance from the document.

Read the document ↗

Apollo Micro Systems Ltd: key numbers

Share price
₹395.60
Market cap
₹14,135 Cr
Revenue (annual)
₹904.3 Cr
Net profit (annual)
₹112.9 Cr
P/E (TTM)
116.5×Sector 53.6×
Promoter holding
49.98%-2.00% QoQ
FII holding
7.59%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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