AXISCADES Technologies Limited has informed the Exchange about Transcript
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AXISCADES Technologies Limited hosted its Q4 FY25 earnings call on May 27, 2025, reporting FY25 consolidated revenue of Rs. 1,031 crores (7.9% YoY growth), crossing the Rs. 1,000 crore milestone for the first time. Core verticals (Aerospace, Defense, ESAI) drove growth, rising 12% to Rs. 749 crores, while non-core verticals (automotive, energy, heavy engineering) de-grew 3% to Rs. 282 crores. Adjusted EBITDA grew 17% to Rs. 156 crores, PAT more than doubled to Rs. 75.26 crores, and diluted EPS rose from Rs. 7.74 to Rs. 17.22. Finance costs fell sharply from Rs. 56 crores to Rs. 32 crores, with net debt at roughly Rs. 15 crores. Management outlined a multi-year 'Power 930' plan targeting $1 billion revenue by 2030, 24% EBITDA margins in 2-3 years, and a shift from 20% to 80% product-led revenue mix by FY28. FY26 growth targets were set at 35% for aerospace, 60% for ESAI, and 75% for defense, supported by a Rs. 1,800 crore defense order book, a Rs. 600+ crore ESAI order book, and a new Rs. 120 crore Phase-1A infrastructure project in Bangalore (DAC) plus a missile complex in Hyderabad (MAC).
Positive signal for shareholders: management is guiding to at least 50% EBITDA growth in FY26 (excluding ESOP costs), 300 bps annual margin improvement, and a clear path to Rs. 9,000+ crore revenue by 2030. Strong order pipeline, falling debt, and a clear product-led strategy support the growth story, though execution risk is high given the ambitious targets and ongoing transformation costs.