ALFA Finder India's fastest NSE & BSE filing alerts on Telegram, filtered to the stocks you hold Telegram alerts alfafinder.com →
Thursday, 12 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

AXISCADES Technologies Investor Presentation: Key Takeaways

Q1 FY27 marks a strategic transition, divesting engineering services to Akkodis for $237M to pivot towards high-value aerospace manufacturing, defense systems, and XIDA electronics platforms.

Guidance and delivery
Management target Revenue 100.0% FY27
Highlights
Revenue growth42.2% YoY overall; 94% YoY for retained business.
MarginsReported 8.1%; Normalised EBITDA margin at 11.8%.
Order bookDefense AFV increased by ₹332Cr in Q1.
Demand visibilityStrong; ₹4,557Cr Assured Forecast Visibility in defense.
Management confidenceHigh; citing 'Power 930' vision and strategic pivot.

Growth

Total revenue grew 42.2% YoY to ₹346.7Cr. Retained business revenue surged 94% YoY to ₹183.4Cr, driven by strong defense performance.

Outlook

Guidance of ₹1377Cr Revenue and ₹270Cr EBITDA on proforma annualised basis for FY27; aerospace manufacturing facility (CAM) under development.

Risks

Near-term profitability impacted by ₹21.81Cr deal costs and ₹9.62Cr one-time receivable provisions; Add Solutions remains loss-making.

Last quarter's promises, checked

Delivered

  • Guided 40-50% EPS growth → delivered 65% for 9M FY26 (= BEAT)
  • Guided 40% core growth for FY26 → delivered 42.2% total revenue growth (= BEAT)
  • Guided divestment of non-core by March end → delivered $237M Akkodis deal (= BEAT)

Partly delivered

  • Guided INR 3,300-3,400Cr forecast visibility → delivered INR 4,557Cr but after major divestment pivot (= PARTIAL)

Missed

  • Guided 17% EBITDA margin for FY26 → delivered 11.8% normalized margin (= MISS)
Source

Investor Presentation filed with BSE, NSE: AXISCADES. Summary written with AI assistance from the document.

Read the document ↗

AXISCADES Technologies Ltd: key numbers

Share price
₹1,926.90
Market cap
₹8,242 Cr
Revenue (annual)
₹1,159 Cr
Net profit (annual)
₹71.92 Cr
P/E (TTM)
226.8×Sector 51.9×
Promoter holding
44.82%-13.21% QoQ
FII holding
1.57%Current quarter

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

More from AXISCADES Technologies Ltd

All →