Apollo Micro Systems Limited — Investor Meet, 12-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Apollo Micro Systems delivered its highest ever quarterly revenue and PAT in Q2 FY26. Revenue surged 69% QoQ to INR 225 Cr, with PAT up 70% QoQ to INR 30 Cr. H1 FY26 revenue grew 42% to INR 359 Cr, and PAT rose 97% to INR 48 Cr.

Management forecasts a 45-50% revenue CAGR for FY26-27 (core business). The order book is just under INR 800 Cr. Unit 3 expansion, boosting production capacity 8x, is expected by Q1 next FY. The strategic Ideal Explosives acquisition aims for a turnaround by Q2 next FY. Key growth drivers include upcoming large defense orders (MIGM, QRSAM) and advanced ASW/Sonar systems. Investor sentiment remains positive on the company's growth trajectory and operational execution.