APOLLO NSE filing

Apollo Micro Systems Ltd. Releases Tear Sheet with Strong YoY Growth Highlights

The RealCase readHigh impact Positive

Apollo Micro Systems reports a 70% YoY revenue increase and 33% YoY EBITDA growth. Q1 FY27 consolidated revenue grew 88% YoY to ₹251 Cr, with PAT at ₹25 Cr. The company aims for a 30% revenue CAGR by 2026 and has secured a smart bomb prototype order for July 2026. An acquisition of 41.33% in Premier Explosives for ₹1550 Cr is also noted.

Why it matters

The substantial YoY growth in key financial metrics, strategic partnerships, new product development in critical defence segments, and a significant acquisition indicate a high impact on the company's future prospects and market position.

The market read

The announcement highlights significant year-on-year growth in revenue, EBITDA, and PAT, along with strong order book figures and strategic advancements in new weapon systems and acquisitions, indicating positive business momentum.

Apollo Micro Systems Limited has released a tear sheet providing updates on the company's performance and strategic direction. The company reported a significant 70% year-on-year (YoY) increase in Revenue from Operations, a 33% YoY increase in EBITDA (excluding other income), and a 25% YoY increase in PAT. These figures highlight strong operational momentum.

In its Q1 FY27 performance, Apollo Micro Systems achieved a revenue of ₹251 Crore and a PAT of ₹25 Crore, with an order book standing at ₹1704 Crore. The company's consolidated Q1 FY27 results showed an 88% YoY increase in revenue, a 31% YoY increase in EBITDA, a 49% YoY increase in PBT, and a 43% YoY increase in PAT. Standalone performance for Q1 FY27 also demonstrated significant growth, with the highest ever Quarter 1 Revenue, EBITDA, and PAT registered, alongside the highest ever EBITDA and PAT margins clocked at 31% and 18% respectively.

The company's vision extends to becoming a Global Original Equipment Manufacturer (OEM) by 2036, with projected CAGRs of 30% for Revenue, 41% for EBITDA, and 64% for PAT between 2021-2026. The company aims to increase its presence in Indian markets and grow globally, delivering valued products and strengthening R&D in futuristic technologies. Apollo Micro Systems is also expanding its capabilities by being authorized to manufacture missile-class weapon systems, torpedoes, aerial bombs, and loitering munitions, reinforcing its position as a sovereign-capable Defence manufacturer.

Key strategic developments include the Indian Air Force sanctioning a Make-II prototype order for a 500 Kg Smart Bomb in July 2026, establishing Apollo Micro Systems as a Prime OEM in the Precision Guided Munition segment. The company has also been empanelled by the Indian Air Force as a Prime Development Agency for the Indigenous Precision Range Extension Kit (IPREK) program and received a Make-II Prototype Sanction Order from the Indian Navy for the SAVIOR-ASW autonomous vessel. Furthermore, Apollo Micro Systems formally handed over its indigenously designed Safety & Detonation Device (SDD) to the Indian Navy. The company has also entered into a definitive share purchase agreement to acquire 41.33% promoter shares of Premier Explosives Ltd for approximately ₹1550 Crores in an all-cash deal.

The company emphasizes that performance in the defence industry is best assessed year-on-year due to extended procurement cycles. The Earnings Per Share (EPS) for the quarter saw an increase in the weighted average number of equity shares due to a preferential offer, yet the EPS improved, indicating that profitability growth has outpaced the increase in share capital.

Filing to action

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Apollo Micro Systems Limited filed this with the NSE as a statutory disclosure, categorised under other company updates. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Apollo Micro Systems Limited. Read the original for the full detail.

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