Apollo Micro Systems Limited — Q4FY26 earnings call summary

Filed 21 May 2026 · Official transcript

Order book at INR1,432 Cr provides strong growth visibility; large ticket orders expected in FY27-FY28
FY26 consolidated revenue grew 61% y-y to INR904 Cr; EBITDA +69% to INR218 Cr; PAT +91% to INR107 Cr
EBITDA margin expanded 114 bps to 24%; PAT margin expanded 185 bps to 12% in FY26
No supply chain disruptions currently; global geopolitical risks monitored
R&D spend at 8% of revenue (~INR72 Cr); focus on RF, AI, inertial navigation tech
Expansion into land defense systems and explosives; first export order received
Zero attrition in R&D team; greenfield expansion underway
Management committed to transparency and sustained growth