Synopsis: The shares of this defense company gained 5 %, following the announcement of its Q2 results which highlighted a 91 percent growth in the Net profit along with growth in its Revenue .
The shares of this company which is a pioneer in design, development, assembly and testing of electronic and electro mechanical solutions were in focus as the company announced its Q2 results which highlighted a growth of 91 % in its profit along with growth in its revenue.
With the Market cap of Rs 8,997 crore, the shares of Apollo Micro Systems Ltd jumped 5% and reached a high of Rs 291.75 , compared to its previous day closing price of Rs 277.90. The shares have given a return of 2,240% over the last 5 years and are trading at a PE of 142.51 (TTM) compared to the industry PE of 50.47.(TTM)
Q2 FY26 Result highlights.
The Revenue from operations for the company stood at Rs 225.26 crore when compared to Rs 160.71 crore in Q2 FY25, growing by about 40 % YoY and on QoQ has increased by 69 % from Rs 133.58 crore in Q1 FY26.
The highlight of the result was the Net profit which grew by 91 % YoY when you compare the Q2 FY26 profit at Rs 30.03 crore with Q2 FY25 of Rs 15.73 crore, and on QoQ has increased by 70 % from Rs 17.68 crore in Q1 FY26.
Management Comments and Outlook
A summarised commentary by Mr. Baddam Karunakar Reddy, Managing Director, Apollo Micro Systems Limited is as follow:
Apollo Micro Systems Ltd. had a great second quarter of FY26. The company’s strong performance is a sign of improved execution strength and operational efficiency. A noteworthy highlight was Apollo Micro Systems’ acquisition of IDL Explosives Ltd., which increased its production and solutions portfolio and brought the company one step closer to becoming a fully integrated Tier-1 Defence OEM.
With a strong order book and numerous products entering production, the company expects revenue growth of 45 to 50% CAGR over the next two years. Even though demand has increased due to recent geopolitical developments, Apollo still plays a vital role in supporting India’s domestic military ecosystem in accordance with Atmanirbhar Bharat.
Recent geopolitical shifts, particularly the conflict between India and Pakistan, have raised demand for domestic defence solutions. Many of our technologies were successfully tested and demonstrated during this period, which generated a lot of interest and involvement across the defence value chain.
As we move forward, our objectives remain constant: to fortify our strategic partnerships, deliver with precision, and innovate with intention. At Apollo Micro Systems, we are actively contributing to the creation of a technologically advanced, safe, and self-sufficient defensive infrastructure for our nation in addition to setting new performance standards.
About the company.
With more than 40 years of experience in providing cutting-edge technologies for national security, Apollo Micro Systems Limited (AMS) is engaged in the development and manufacturing of mission-critical systems in the land, air, sea, and space domains, which evolved from a component-level partner to a full-spectrum defence solutions supplier.
With its cutting-edge R&D, in-house production, system integration, and testing facilities, AMS is well-positioned to become one of India’s top defence prime ministers. It is actively supporting the Atmanirbhar Bharat project and other important programs across DRDO, DPSUs, and the Armed Forces.
The company’s order book stands at Rs 785 crores as on 30 September 2025 and the company’s marquee clients include DRDO, BEL, Bharat dynamics ltd, Bharat forge , Adani , HAL, ISRO, Indian Oil and international clients like AMD and more
Written by Leon Mendonca.
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