Apollo Micro Systems Ltd (NSE:APOLLO)

Q2 2026 Apollo Micro Systems Ltd Earnings Call Transcript

Nov 5, 2025 / 06:00 AM GMT

Release Date Price: ₹277.9

Transcript

Key Points

Positve

Apollo Micro Systems Ltd (BOM:540879) reported its highest-ever quarterly revenue, showcasing strong execution and operational discipline.
Revenue grew by 42% semiannually, supported by a healthy order book and ramp-up of several products into serial production.
Profit after tax rose sharply by 97% year-on-year, driven by enhanced operational efficiency and a favorable product mix.
The company has completed the civil structure of Unit 3, Phase 1, with partial production already started, indicating future capacity expansion.
Apollo Micro Systems Ltd (BOM:540879) has evolved into a full-fledged weapons manufacturer, marking a significant milestone in its growth and technological excellence.

Negative

The company faces challenges in managing its strong dependence on the domestic sector and is working on strategic tie-ups for international expansion.
There is a significant amount of receivables, which is close to the revenue for Q1 and Q2, indicating potential cash flow issues.
The acquisition of Ideal Explosives Ltd, while strategic, requires significant integration efforts and capital investment to realize its potential.
The company is still in the process of reducing promoter pledge, with a target to bring it to zero by FY26.
There are uncertainties regarding the timeline for receiving large orders, such as the MIGM order, which could impact future revenue projections.

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

APLL.NS - Apollo Micro Systems Ltd
Q2 2026 Apollo Micro Systems Ltd Earnings Call
Nov 05, 2025 / 06:00AM GMT

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Presentation
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Unidentified_2 [2]
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Ladies and gentlemen, good day and welcome to the Apollo Microsystems Q2 FY26 earning conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation.

Op should you need assistance during this conference call, please signal an operator by pressing on your phone. I now hand over to Mr. Mohithia from ICICI Securities.

Thank you

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