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Earnings Call

Apsis Aerocom Earnings Call: Key Takeaways

Apsis Aerocom reported robust FY26 performance with 49.56% YoY revenue growth, driven by defence and aerospace segments. Management is expanding capacity via Unit 2 to support a ₹500cr revenue target by 2031.

Why this was an Alfa AlertNot a filter event. Revenue of ₹30.65cr met the stated target of 'more than 30.6 crore' but did not beat the upper end by 10%.
Highlights
Revenue growth49.56% YoY in FY26; 78% YoY in H2 FY26.
MarginsSteady-state EBITDA margin expected between 37% to 40%.
Order book₹40.5cr+ currently; pipeline exceeds ₹100cr with 30% conversion rate.
Demand visibilityStrong; current order book is 1.32x FY26 revenue.
Management confidenceHigh; confident in achieving ₹500cr revenue target within 5 years.

Growth

FY26 revenue rose 49.56% to ₹30.65cr; PAT grew 13.8% to ₹7.5cr. H2 FY26 revenue surged 78% YoY.

Outlook

FY27 revenue guidance is ₹48cr. Unit 2 commissioning in Q2 FY27; ₹60cr capex for advanced machining.

Risks

EBITDA margins moderated to 37% from 49% due to Unit 2 pre-operating costs and raw material fluctuations.

Source

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

Read the document ↗

Apsis Aerocom Ltd: key numbers

Share price
₹611.70
Market cap
₹737.2 Cr
Revenue (annual)
₹30.65 Cr
Net profit (annual)
₹7.51 Cr
P/E (TTM)
98.2×Sector 53.6×
Promoter holding
73.02%
FII holding
3.02%Current quarter

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

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Annual General Meeting

Apsis Aerocom Annual General Meeting

Apsis Aerocom Limited conducted its 4th Annual General Meeting on September 26, 2026, where shareholders considered financial statements and the re-appointment of a director.

12:26 IST NSE
New Order Win

Apsis Aerocom Bags ₹4.3 Cr Order from A local customer in Healthcare segment

Apsis Aerocom received a supply order worth ₹4.30 Crore from a domestic healthcare customer. Delivery is due within 7 months under the contract.

Value
₹4.30 Cr
From
A local customer in Healthcare segment (name undisclosed due to confidentiality)
Execution
Within 7 months
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