| 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
- ₹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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