Q3 2026 Apollo Micro Systems Ltd Earnings Call Transcript
Key Points
- Apollo Micro Systems Ltd (BOM:540879) reported its highest ever quarterly and nine-month revenue, demonstrating strong execution and operational discipline.
- The company announced an additional acquisition by ADIPL, expected to enhance organic growth and overall strength.
- Revenue is projected to grow at a CAGR of 45-50% over the next three years, driven by a healthy order book and multiple products entering production.
- EBITDA, excluding other income, rose by 33% in Q3 FY26, indicating improved operational efficiency.
- The company is evolving into a full-fledged weapons system manufacturer, marking a significant milestone in its growth and technological excellence.
- Employee expenses and other costs have risen significantly, impacting overall profitability.
- There is a margin dilution expected due to the acquisition of Ideal Explosives, which may affect consolidated financials.
- The company faces challenges in balancing expansion in defense and aerospace contracts with profitability protection.
- There are uncertainties regarding the timeline for approvals and production orders, which could impact future revenue realization.
- The company is experiencing increased travel and operational expenses due to business development and integration activities.
Ladies and gentlemen, good day and welcome to the Apollo Microsystems Q3F 526 earnings conference call hosted by ICICI Securities Limited. Certain statements in this document may be forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties.
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 concludes. Should you need assistance during the conference call, please signal an operator by pressing 100 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Vikash Singh.
Thank you and over to you, sir.
Thank you. Good evening, everyone.
Welcome to Apollo Microsystem Q3 F5 26 and 9 month FY26 research conference call.
From the management side we have with us Mr. Badha Karunaka Reddy, Managing Director, Mr. Ade Pillay Krishna Saikumar, full-time Director of operations, and Mr. Sudarsan Chilibedu, CFO. Without taking any
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