ALFA Finder| Management target | Revenue 42.5% FY27 |
|---|
| Revenue growth | 88% YoY consolidated; 17% YoY standalone. |
|---|---|
| Margins | Highest ever standalone EBITDA (31%) and PAT (18%) margins. |
| Order book | Consolidated INR 1,704 Cr; Standalone INR 1,224 Cr. |
| Demand visibility | Strong visibility from QRSAM, MIGM, and Pinaka programs. |
| Management confidence | High, citing best June quarter in history. |
Growth
Consolidated Revenue grew 88% YoY to INR 251 Cr. PAT increased 43% to INR 25 Cr.
Outlook
Management guides 40%-45% revenue CAGR. Unit III commissioning expected by March 2027.
Risks
Procurement cycles are long; quarterly fluctuations are common in defense. Regulatory approvals for acquisitions are pending.
Last quarter's promises, checked
Delivered
- Guided 15% standalone PAT margin → delivered 16% (= BEAT)
- Commitment to zero attrition in R&D team → delivered zero attrition (= BEAT)
- Targeting highest ever quarterly revenue → delivered INR 293 Cr (= BEAT)
Partly delivered
- Targeted zero promoter pledge by FY26 → delivered ~39% (= PARTIAL)
- Unit 3 completion → Phase 1 civil work complete, Phase 2 ongoing (= PARTIAL)
Missed
- Guided 45%-50% organic revenue growth → delivered 36% (= MISS)
Earnings Call Transcript filed with NSE, NSE: APOLLO. Summary written with AI assistance from the document.
Apollo Micro Systems Ltd: key numbers
- Share price
- ₹449.75
- Market cap
- ₹16,070 Cr
- Revenue (annual)
- ₹904.3 Cr
- Net profit (annual)
- ₹112.9 Cr
- P/E (TTM)
- 115.9×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.
More from Apollo Micro Systems Ltd
All →Apollo Micro Systems Acquisition
Apollo Micro Systems corrected its 2 November 2026 disclosure on acquiring shares of Premier Explosives. The acquired share count is now 1,39,77,911 and oversubscription is 5.45%.
Apollo Micro Systems Preferential Issue
Apollo Micro Systems Ltd issued clarifications regarding its EGM notice for a proposed preferential issue of shares and warrants. The updates include revised allottee details and valuation compliance for investors.
Apollo Micro Systems Open Offer: ₹986.4 Cr
Apollo Micro Systems deposited Rs.986.35 Crore in escrow for the open offer to Premier Explosives' public shareholders. The offer closed on 26 October 2026, oversubscribed by 1.41%.
- Value
- ₹986.4 Cr
Apollo Micro Systems Earnings Call Transcript: Key Takeaways
Apollo reported record-breaking performance driven by defense indigenization, yet consolidated margins are temporarily dampened by the transition of loss-making subsidiary Ideal Explosives.
- Call
- Guides 45% growth
Apollo Micro Systems Business Update
Apollo Micro Systems' MD issued a shareholder letter on Q2 FY27 performance and missile-technology expansion. It cites a new ShauryAstra subsidiary for complete weapon systems.
Apollo Micro Systems Results Update
Apollo Micro Systems reported record Q2 FY27 standalone revenue of ₹306 Crore, up 97% quarter-on-quarter. H1 FY27 consolidated revenue rose 78% year-on-year to ₹639 Crore.