Announced Tue, 4 Aug · 20:21 IST
Aequs Q1 FY27 earnings call: revenue up 55%, order book crosses USD1B
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
AEQUS · price
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Price reaction · full curve 14 horizons · vs prior close
+4.0%1-day move
₹230.26
prior close
₹232.80
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.1+1.3+1.6+2.6+4.0+7.9+5.7+4.8+3.1+8.4————
Up moveDown movePending
AI summary
Aequs Q1 FY27 revenue up 55% YoY to INR3,955M, aerospace up 40% to INR3,222M with 23% margin. Consumer nearly tripled to INR734M. Operational EBITDA up 3.5x sequentially. Order book crossed USD1B after Farnborough wins, including a 15-year A320 wheels deal with Safran. FY27 guide: 45-50% revenue growth, doubling operational EBITDA, consumer EBITDA breakeven by Q4 FY27. Five-year capex plan of USD350-400M. CFO Dinesh Iyer stepped down end-June.
Likely market impact
Strong revenue growth and USD1B order book with new Safran deal boost sentiment. Consumer narrowing to Q4 EBITDA breakeven. Watch execution.