Aequs Limited held an Earnings Conference Call on Monday, October 26, 2026, pertaining to the Un-audited Financial Results (Consolidated and Standalone) of the Company for the quarter and half year ended September 30, 2026. The transcript of this call was filed with the exchanges on October 29, 2026, pursuant to SEBI Listing Regulations.

Event Type: Earnings Conference Call

Date and Time: October 26, 2026 (specific time not mentioned in transcript)

Purpose: Discussion of Q2 and H1 FY27 financial results and business updates

Management Participants:

  • Mr. Aravind Melligeri – Executive Chairman and Chief Executive Officer
  • Mr. Rajeev Kaul – Co-Founder and Managing Director
  • Ms. Reenah Joseph – Chief Financial Officer
  • Mr. Harish Bang – Deputy Chief Financial Officer

The transcript was made available on the Company's website at https://www.aequs.com/wp-content/uploads/2026/10/Transcript-Q2-FY27.pdf

The company did not include specific compliance language about unpublished price sensitive information in this transcript.

Financial Period Discussed: Q2 and H1 FY27 (quarter and half year ended September 30, 2026)

Key Financial Highlights:

  • Q2 Consolidated Revenue: INR4,091 million (45% YoY growth)
  • H1 Consolidated Revenue: INR8,046 million (50% YoY growth)
  • Aerospace Q2 Revenue: INR3,514 million (44% YoY growth)
  • Aerospace Q2 EBITDA: INR783 million (22% margin)
  • Consumer Q2 Revenue: INR577 million (52% YoY growth)
  • Consumer Q2 EBITDA Loss: INR401 million
  • Q2 Net Loss: INR522 million
  • H1 Net Loss: INR1,054 million
  • Order Book: USD1.1 billion (up 9% quarter-on-quarter)

Forward-Looking Statements and Strategic Themes:

  • Aerospace remains on track for the year with strong demand and program execution
  • Consumer business ramp-up slower than expected due to qualification delays and supply chain constraints
  • Recalibrating path to consumer EBITDA breakeven (previously guided for Q4 FY27)
  • Hosur aerospace ecosystem development underway with first phase investment beginning Q4 FY27
  • Promoter group committed INR6,500 million through preferential warrants
  • Long-term guidance of 4-6x growth by 2031 maintained

Additional Notes Section

The document contained the full transcript of the earnings conference call, including management presentations and Q&A session with analysts. No separate attachments were mentioned in the filing.

The announcement included detailed financial data for Q2 and H1 FY27 results, including segment-wise performance, balance sheet updates, and cash flow information.