Apollo Micro Systems Limited — Investor Meet, 29-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Apollo Micro Systems posted strong FY25 results with revenue at Rs. 562 Cr (+51% YoY), EBITDA at Rs. 132 Cr (+54%, 23.5% margin), and PAT up 81%. Q4 revenue grew 19% YoY to Rs. 162 Cr with margins improving 100 bps. Acquisition of IDL Explosives expands its defense footprint, with consolidation and manufacturing ramp-up planned in FY26. Order book is Rs. 615 Cr, expected to triple by March ’26. Growth driven by naval mines, torpedoes, missile subsystems, and over 150 indigenous defense programs supports 45-50% revenue CAGR over two years. Margin expansion seen in H1 FY26, stabilizing afterwards due to investments. Apollo aims to be a fully integrated Tier-1 defense OEM targeting rising domestic and export demand.