Apollo Micro Systems Limited has informed the Exchange about Investor Presentation
APOLLO · price
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Awaiting price reaction for this filing.
Apollo Micro Systems filed its Q2FY26 and H1FY26 investor presentation showing strong growth across all parameters. Q2FY26 revenue from operations came in at ₹2,253 million, up 91% year-on-year and 70% quarter-on-quarter, with EBITDA of ₹592 million and PAT of ₹300 million. EBITDA margin stood at 26.3%, expanding 800 basis points YoY, while PAT margin was 13.3%. On a half-yearly basis, revenue grew 42% to ₹3,588.5 million, EBITDA rose 81% to ₹1,001.3 million with margin of 28% (+600 bps), and PAT jumped 97% to ₹477.1 million. The company disclosed an order book of ₹7,850 million as of September 30, 2025. The presentation highlighted the recent acquisition of IDL Explosives Ltd for ₹107 crore in cash, expanding Apollo's footprint into military explosives. The company has earmarked ₹100 crore for R&D in FY26, with 7% of revenue consistently spent on R&D.
Strong quarterly performance with broad-based margin expansion and robust order book signals healthy business momentum. The IDL Explosives acquisition opens new growth avenues in defence explosives, though investors should monitor integration and execution. Overall, the results reinforce the positive thesis around India's defence indigenisation tailwinds benefiting Apollo.