Apollo Micro Systems Ltd — earnings calls

Apollo Micro Systems reported standalone Q1 FY27 revenue of INR156 crores with EBITDA and PAT margins of 31% and 18% respectively, while consolidated revenue grew 88% year-on-year to INR251 crores. Management announced a definitive agreement to acquire a 41.33% promoter stake in Premier Explosives for approximately INR1,550 crores, alongside updates on the SDD handover to the Indian Navy, a Make-II sanction for the SAVIOR ASW system, and the IPREC program with the Indian Air Force. Management also discussed the order book, which stood at INR1,224 crores standalone and INR1,704 crores consolidated as of August 8.

Apollo Micro Systems reported its highest ever quarterly and annual revenue for Q4 and FY26, with consolidated FY26 revenue of INR904 crores, up 61% year-on-year, and PAT of INR107 crores, up 91%. Management described margin expansion, a growing order book of INR1,432 crores, and progress on the IDL Explosives acquisition, greenfield expansion in Telangana, and new defense licenses. Executives also discussed ongoing product development in missiles, mines, RF seekers, and inertial navigation systems, and addressed questions on order inflows, promoter pledge, and organic growth versus prior guidance.