AXISCADES Technologies Limited — PPTs, 09-02-2026: Investor Presentation

**Business Performance:** AXISCADES reported robust Q3 FY26, with Revenue up 25% YoY to ₹343 Cr and PAT surging 87.2% to ₹28 Cr. For the nine-month period, Revenue grew 16.2% to ₹886 Cr, with adjusted PAT at ₹79 Cr (excluding a one-time labor code impact). Core segments (Aerospace, Defence, ESAI) drove this growth, despite weakness in other domains.

**Growth Drivers or Strategy:** The company is transforming towards its 'Power930' vision, aiming for ₹9,000 Cr by 2030, emphasizing product-led solutions and manufacturing (targeting >80% revenue by FY28). Key initiatives include fully operationalizing the Devanahalli Aero Land (DAL) facility and setting up a missile component unit in Hyderabad. AI/Cybersecurity integration is a strategic focus.

**Recent Developments:** DAL is fully operational, securing new global partnerships. Major design/production wins from DRDO, ISRO-ISTRAC, HAL, and BEL were announced. A new Edge AI hardware platform was launched.

**Key Financial Metrics:** Q3 FY26 EBITDA margin improved to 18.3% (+360 bps YoY). 9M Diluted EPS rose 65.2% to ₹16.73.

**Management Commentary / Outlook:** Management anticipates 40-50% YoY EPS growth for FY26 and FY27, backed by a strong order pipeline and over $300 million in international sales prospects. Strategic infrastructure investments are expected to drive sustained product-led growth.