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Earnings Call

AXISCADES Technologies Earnings Call: Key Takeaways

Axiscades reported a challenging Q4 due to material revenue deferments, but remains firm on its long-term structural transformation toward a high-margin manufacturing-led model.

Why this was an Alfa AlertManagement explicitly guided FY27 revenue growth of 52% on the retained business base.
Highlights
Revenue growthFY26 revenue grew 12.4% YoY despite Q4 deferments.
MarginsStructurally expanding as the company exits low-margin engineering services.
Order bookSignificant backlog; ₹142cr deferred revenue moving into FY27 execution.
Demand visibilityStrong visibility in Aerospace and Defense segments through H1 FY27.
Management confidenceBalanced; acknowledged execution slips while defending long-term 'Power 930' targets.

Growth

FY26 revenue grew 12.4% YoY; EBITDA increased 24.6% with margins expanding 150bps to 15.3%.

Outlook

Guided ₹1377cr revenue for FY27, representing a 52% growth on the retained base.

Risks

Heavy reliance on government defense timelines and supply chain continuity for critical production.

Source

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

Read the document ↗

AXISCADES Technologies Ltd: key numbers

Share price
₹1,892.10
Market cap
₹8,048 Cr
Revenue (annual)
₹1,159 Cr
Net profit (annual)
₹71.92 Cr
P/E (TTM)
221.5×Sector 53.6×
Promoter holding
58.03%-0.02% QoQ
FII holding
1.45%Current quarter

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

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