AXISCADES Technologies Limited — Investor Meet, 03-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

AXISCADES crossed Rs. 1,000 Cr consolidated revenue in FY25, rising 7.9% YoY led by Aerospace (Rs. 322 Cr, +13%), Defense (Rs. 303 Cr, +16%), and ESAI’s 60% growth in order book. Adjusted EBITDA grew 17% to Rs. 156 Cr with 19.1% margins in core segments; PAT doubled to Rs. 75 Cr. Management targets 35%+ revenue growth in Aerospace, 75% in Defense, and 60% in ESAI, aiming 24% EBITDA margin by FY28. FY26 EBITDA growth is expected above 50%, driven by margin expansion and efficiencies. Capex includes Rs. 120 Cr for new manufacturing facilities and MRO. Focus remains on product-led growth, defense production ramp-up, and global partnerships, with confidence toward $1B revenue by 2030.