Type of Event: Q1 FY27 Earnings Conference Call, hosted by ICICI Securities Limited, featuring a management presentation followed by a question-and-answer session with investors and analysts.
Date and Time: The call was held on Saturday, August 8, 2026. A specific start time was not disclosed in the transcript.
Purpose: The primary purpose was to discuss the company's financial and operational performance for the first quarter of the financial year 2026-27 (Q1 FY27), provide strategic updates, and address investor queries.
Earnings Announcement Timing: The call was held after the earnings announcement, as referenced by the management's discussion of the published results.
Management Participants: The call featured Mr. Karunakar Reddy (Managing Director), Mr. A. Krishna Sai Kumar (Whole Time Director - Operations), and Mr. Sudarshan Chiluveru (Chief Financial Officer). The call was moderated by Mr. Vikash Singh from ICICI Securities.
Availability of Materials: The full transcript of the earnings conference call was made available on the company's website at: https://apollo-micro.com/transcripts-of-post-earnings-conference-calls.html. The management also referenced a shareholder letter, press release, tear sheet, and investor presentation that were made available for review.
UPSI Statement: The document includes a standard disclaimer regarding forward-looking statements, noting they are based on management's beliefs and involve risks and uncertainties. There is no explicit statement confirming that no Unpublished Price Sensitive Information (UPSI) was shared.
Financial Period Discussed: Q1 FY27 (Quarter ending June 2026).
Standalone Financials: Revenue stood at INR156 crores (highest June quarter), EBITDA (excluding other income) was ~INR48 crores, and PAT was INR28 crores. EBITDA and PAT margins were reported at 31% and 18% respectively.
Consolidated Financials: Revenue was INR251 crores (88% YoY growth), EBITDA (ex-other income) was INR54 crores (31% YoY growth), and PAT was INR25 crores (43% YoY growth).
Order Book: As of August 8, 2026, the standalone order book was INR1,224 crores, and the consolidated order book (including Ideal Explosives) was INR1,704 crores.
Strategic Acquisition: The company entered into a definitive agreement to acquire a 41.33% promoter stake in Premier Explosives Limited for approximately INR1,550 crores through an all-cash transaction.
Operational Milestones: Successfully handed over an indigenously designed and developed Safety and Detonation Device (SDD) to the Indian Navy. Received a Make-II prototype sanction order from the Indian Navy for the development of the SAVIOR Anti-Submarine Warfare system. Noted encouragement from the Indian Air Force as a prime development agency for the IPREC program under Make-II.
Forward-Looking Guidance: Management provided revenue growth guidance of 40-45% CAGR on both a standalone and consolidated basis. They expect the consolidated order book to reach INR3,500-4,000 crores by the end of FY27, driven by anticipated large orders like QRSAM and MIGM.
Additional Notes Section
Attachments: The regulatory filing intimates that the transcript of the earnings conference call is attached to the disclosure.
Financial Data: This announcement itself contained summarized financial data (revenue, EBITDA, PAT, margins) and order book figures. The full details were presumably in the separate results announcement and supporting documents referenced.
Compliance: The filing is made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
