Q4 2026 Apollo Micro Systems Ltd Earnings Call Transcript

May 19, 2026 / 05:30 AM GMT

Release Date Price: ₹340.65 (+9.50%)

Transcript

Key Points

Positve

Apollo Micro Systems Ltd (BOM:540879) achieved its highest ever quarterly and annual revenue, demonstrating strong growth and operational discipline.
The company reported a significant year-on-year revenue growth of 61% and an EBITDA growth of 69% for FY26.
Apollo Micro Systems Ltd (BOM:540879) has successfully reduced its working capital cycle from 626 days in FY21 to 359 days in FY26.
The company has made substantial investments in R&D, amounting to 8% of revenue, and reported zero attrition within its R&D team.
Apollo Micro Systems Ltd (BOM:540879) is expanding its presence in the defense sector with new acquisitions and strategic partnerships, including a tri-party alliance with the Indian Navy and IIT Chennai.

Negative

The company's large inventory and trade receivables remain a concern, with management acknowledging the need to address these issues.
Despite plans to reduce promoter pledge to zero, it remains at 39%, indicating slower progress than anticipated.
The standalone revenue growth was slightly lower than the guidance, attributed to pending approvals and timing issues.
The subsidiary, Ideal Explosives, has been loss-making, although it is undergoing a transformation phase.
There are concerns about the potential impact of global supply chain disruptions on production timelines and costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

APLL.NS - Apollo Micro Systems Ltd
Q4 2026 Apollo Micro Systems Ltd Earnings Call
May 19, 2026 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to Apollo Microsystems Ltd Q4 FY26 Earnings Conference Call hosted by ICICI Securities Ltd.

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Unidentified_2 [2]
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This conference call may contain forward-looking statements about the company.

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Unidentified_1 [3]
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Which are based on the beliefs, opinions and expectations of the company as on date of this call. These

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