AXISCADES Technologies Limited — Investor Meet, 14-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

AXISCADES Technologies reported strong Q3 FY26 results: Revenue at INR343 crore (+25% YoY), EBITDA at INR63 crore (+55% YoY) with an 18.3% margin. PAT grew 87% YoY to INR28 crore. Adjusted 9-month EPS stood at INR16.73, up 65%. Management targets 40-50% EPS growth and 45% EBITDA growth for FY27, aiming for 20% EBITDA margins. The company is actively transitioning to a product-led model, with product revenue now 39%, targeting a flip to 61% by FY27. Robust order visibility of INR3,300-3,400 crore supports growth, alongside new facilities driving Defence and ESAI expansion. Divestment of non-core businesses is on track.