ALFA Finder| Revenue growth | 88.1% YoY consolidated; 16.7% YoY standalone for Q1FY27. |
|---|---|
| Margins | Consolidated PAT margin at 10%; Standalone margins improved by 331 bps. |
| Order book | INR 17,040 Million as of 8th August 2026. |
| Demand visibility | Strong; 17,040M order book and DAC/AoN approvals received. |
| Management confidence | High; citing zero R&D attrition and major contract wins. |
Growth
Standalone Revenue grew 16.7% and PAT surged 43.3% YoY. Operating margins expanded to 31% in Q1FY27.
Outlook
Order book stands at INR 17,040M as of August 2026. Management targets global OEM status by 2036.
Risks
Industry faces long procurement cycles and milestone-linked execution resulting in uneven quarterly revenue recognition.
Last quarter's promises, checked
Delivered
- Guided 15% standalone PAT margin → delivered 16% (= BEAT)
- Guided acquisition of IDL Explosives → delivered 100% acquisition (= BEAT)
- Guided first export order → delivered receipt of first export order (= BEAT)
Partly delivered
- Guided zero promoter pledge by FY26 → delivered 39% remaining (= PARTIAL)
- Guided Unit 3 completion → delivered Phase 1 civil work complete/Phase 2 ongoing (= PARTIAL)
Missed
- Guided 45%-50% revenue CAGR → delivered 36% standalone growth (= MISS)
Investor Presentation filed with BSE, NSE: APOLLO. Summary written with AI assistance from the document.
Apollo Micro Systems Ltd: key numbers
- Share price
- ₹454.15
- Market cap
- ₹16,227 Cr
- Revenue (annual)
- ₹904.3 Cr
- Net profit (annual)
- ₹112.9 Cr
- P/E (TTM)
- 117.0×Sector 51.9×
- Promoter holding
- 49.98%+0.00% QoQ
- FII holding
- 5.95%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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