India’s Aerospace & Defense sector is experiencing robust growth, with defense production projected to reach ₹1.75 trillion in FY25 and exports hitting a record ₹23,622 crore in 2024-25. The market is expected to reach $26.3 billion by 2030, driven by indigenization and global partnerships. This sector is a key engine for industrial and export-led expansion.

With a market capitalization of Rs 5,788.06 crore, the shares of Apollo Micro Systems Ltd were trading at Rs 189.10 per share, decreasing around 1.64 percent as compared to the previous closing price of Rs 192.25 apiece.

The foreign institutional investors increased their stake in the company by 5.65 percent, from 0.93 percent in Q4FY25 to 6.58 percent in June 2025. Additionally, 41.36 percent is owned by retail investors, 1.41 percent is held by domestic institutional investors, and 50.65 percent is owned by promoters.

Looking forward to the company’s financial performance, revenue increased by 20 percent from Rs 135 crore in Q4FY24 to Rs 162 crore in Q4FY25. Further, during the same time frame, net profit increased by 8 percent from Rs 13 crore to Rs 14 crore.

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Apollo Micro Systems Ltd serves a distinguished clientele in the defence and aerospace sectors, including DRDO, ISRO, HAL, Bharat Electronics, and Bharat Dynamics. It also collaborates with the Indian Armed Forces and private sector giants like L&T, Bharat Forge, and Adani, reflecting its strong industry presence and credibility.

The company is expanding through the plants, Unit 2 and Unit 3. Unit 2 has partially commenced and will be fully operational by Q2 FY26. Unit 3 will begin phased occupation from September 2025, with full operations by Q4 FY26. Capex includes ₹150 crore for Phase-1 and ₹100 crore for Phase-2, plus ₹50 crore for critical in-house test equipment.

The company’s current order book stands at ₹615 crore, with plans to triple it by March 2026. Standalone revenue is expected to grow at a 45–50% CAGR, while consolidated revenue (including IDL) is projected to double in FY26. Margin expansion is anticipated in H1 FY26, with overall EBITDA and PAT improving despite capex and interest loading.

Apollo Micro Systems Limited is a major Indian firm that designs, develops, manufactures, and tests high-performance electronic and electromechanical systems for essential applications in aerospace, defence, space, transportation, and homeland security industries.

Written by Abhishek Singh

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