APOLLONSEApollo Micro Systems LimitedMediumNeutral
Announced Thu, 21 May · 22:29 IST

Apollo Micro Systems Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

APOLLO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+13.7%1-day move
₹356.25
prior close
₹358.55
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After-mkt
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AI summary

Apollo Micro Systems reported its highest ever quarterly and annual performance in FY26 with consolidated revenue of INR904 crores, up 61% YoY, and PAT of INR107 crores, up 91% YoY. Q4 FY26 revenue surged 81% to INR293 crores with PAT jumping 164% to INR37 crores. Over the past 5 years, the company delivered 30% revenue CAGR, 41% EBITDA CAGR, and 64% PAT CAGR with margin expansion of 500 bps in EBITDA and 700 bps in PAT. The order book stands at INR1,432 crores providing strong near-term visibility. The company announced an upcoming acquisition by subsidiary Apollo Defence Industries, a 10-year Vision 2036 roadmap targeting global OEM status across land, air, and sea domains, and plans to eliminate promoter pledge this fiscal year. R&D investment remains at 8% of revenue with successful development of products like Mini Torpedo and fiber optic gyro-based INS systems.

Likely market impact

Apollo Micro Systems is demonstrating strong operational execution with improving margins and a robust order book. The company is transitioning from a subsystems supplier to a full-fledged defense platform OEM, supported by new DPIIT licenses and strategic acquisitions. The strong cash generation and improving working capital cycle indicate improving financial health.