Q2 FY26 Earnings Call: Record Revenue, Robust Growth Guidance

Management guided margin improvementPromoter disclosed acquisition plansOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

APOLLO · price

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

Price reactionminutes from the announcement price · days from the prior close

-2.7%Reaction day

₹271.20

prior close

₹270.05

announcement price

After-mkt

timing

Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)-0.4%-2.4% vs market

Aerospace & Defense peers, median of 20sector+0.9%-3.6% vs sector

On the reaction day the stock moved 2.4 pts less than Nifty Microcap 250 and 3.6 pts less than its Aerospace & Defense peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.7

10m

-1.2

15m

-0.0

30m

+0.4

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-2.7-0.4-2.4+0.9-3.6

Next day

+1.9-0.6+2.6+1.8+0.1

+4.3+0.3+4.0+1.8+2.4

+3.0+0.2+2.8+0.0+3.0

+4.8+0.1+4.7+1.7+3.1

+2.8+0.7+2.1+2.0+0.8

+3.4-0.3+3.7+2.2+1.1

15d

-1.1-2.0+0.9-1.3+0.3

-15.0-5.7-9.3-7.0-8.0

-7.1-7.8+0.7-5.7-1.4

-10.5-4.6-5.9-5.4-5.1

UpDownMarket · Nifty Microcap 250Sector · Aerospace & Defense peers, median of 20Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Apollo Micro Systems Q2 FY26 revenue surged 69% QoQ to INR225 crores, PAT up 70% to INR30 crores. H1 FY26 revenue grew 42% to INR359 crores, EBITDA margin expanded 600 bps to 28%. Guides 45-50% revenue CAGR for FY26-FY27. Order book at INR800 crores. Unit 3 capex of INR250 crores will boost capacity 8x by June. IDL Explosives acquisition to consolidate from Q3. Expects big-ticket MIGM, QRSAM, ALWT, EHWT orders soon. Promoter pledge to be zero in 6 months. Production mix to rise from 25-30% to 40-45%.

Likely market impact

Strong quarterly beat with 69% QoQ revenue growth, 600 bps margin expansion, and multi-year growth guidance. Major defense orders pipeline remains intact.