Investor Presentation enclosed
APOLLO · price
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Apollo Micro Systems is a fully integrated defence technology company with 41+ years of experience, serving as a Tier-1 OEM. The company has demonstrated exceptional growth in FY26 with standalone revenue up 91% YoY to INR 7,649 Mn and PAT up 66% to INR 2,139 Mn, with EBITDA margins expanding to 28% (+497 bps). Consolidated figures show revenue of INR 9,043 Mn with 24% EBITDA margin. The order book stands at INR 14,320 Mn as of March 2026. Key strategic developments include the acquisition of IDL Explosives Ltd for INR 107 crore, securing a INR 421 crore Coal India order post-ban removal, and receiving a defence license for manufacturing explosives (HMX 50 MTPA, TNT 500 MTPA). The company is implementing a INR 300 crore greenfield expansion for 12x capacity scaling. R&D investment stands at 8% of revenue with zero attrition in the R&D team.
Strong financial performance with margin expansion signals operational efficiency gains. The large order book and upcoming capacity expansion position the company for sustained growth. The IDL acquisition and defence explosives license significantly expand the addressable market while backward integration should improve margins.