AXISCADES Technologies Limited — PPTs, 13-08-2026: Investor Presentation

AXISCADES Technologies reported its Q1 FY27 results, marking a pivotal transition quarter focused on strategic re-alignment.

**Business Performance:** Total revenue hit a record Rs 346.7 Cr, up 42.2% YoY. Retained business revenue surged ~100% to Rs 180.7 Cr. While reported PAT was Rs (14.8) Cr, normalised PAT stood at Rs 20.2 Cr with normalised EBITDA margin at 11.8%. Defence grew 111% YoY to Rs 125.0 Cr, and XiDA 62% YoY to Rs 49.5 Cr.

**Growth Drivers & Strategy:** The company is executing a strategic shift from an engineering services model to a products, solutions, and IP-led manufacturing focus. Divestment of engineering and aerospace services for a total consideration of Rs 2256 Cr is freeing up capital to fund growth in Aerospace Manufacturing, Defence Systems, XiDA, and SpaceTech.

**Recent Developments:** XiDA onboarded a major semiconductor equipment maker and a leading AI/hyperscale tech company as new customers. Defence secured new sole-source design wins, adding Rs 332 Cr to its Assured Forecast Visibility (AFV), now at Rs 4,557 Cr. A new Space division, including a satellite MAIT facility, is under development.

**Key Financial Metrics:**

* Total Revenue: Rs 346.7 Cr (+42.2% YoY)

* Retained Revenue: Rs 183.4 Cr (+94.2% YoY)

* Normalised PAT: Rs 20.2 Cr

* Normalised EBITDA Margin: 11.8%

* Defence AFV: Rs 4,557 Cr

**Management Commentary / Outlook:** Management expects Defence to grow 75% YoY in FY27 and XiDA over 100% YoY. The company aims to replace divested aerospace EBITDA this year and targets Rs 1377 Cr revenue and Rs 270 Cr EBITDA (proforma annualised) for FY27. The divestment closure is expected to yield an extraordinary gain of Rs 1,255 Cr.