Company Disclosure: Tear Sheet Update

Company Overview

Apollo Micro Systems Limited is a Hyderabad-based, publicly listed, multi-disciplinary Defence technology company and Tier-I Original Equipment Manufacturer (OEM) with end-to-end capabilities across design, development, manufacture, integration and life-cycle support of advanced weapon systems and Defence platforms.

Core competencies include Defence electronics, embedded systems, electronic warfare, electro-optic systems, guidance and control, seekers, Fuzing electronics, and complete weapon system integration.

The company is an established Tier-I supplier to DRDO, HAL, BEL and the Ministry of Defence. Additionally authorized under the Arms Act, 1959 to manufacture missile-class weapon systems, torpedoes, aerial bombs and loitering munitions.

Financial Performance Highlights (Standalone)

Q1FY27 Financials:

  • Revenue: ₹251 crore (Highest Ever Q1 Revenue)
  • PAT: ₹25 crore (Highest Ever Q1 PAT)
  • Order Book: ₹1,704 crore

Q1FY27 Margins:

  • EBITDA Margin: 31% (Highest Ever Q1)
  • PAT Margin: 18% (Highest Ever Q1)

Historical Performance Trends (2021-2026):

  • PAT CAGR: 41%
  • EBITDA Margin CAGR: 64%
  • Average PAT Margin (2022-2026): 23%
  • PAT Margin Expansion (2022-2026): 976 bps
  • Average Debt-to-Equity Ratio (2022-2026): 0.4

Strategic Developments and Contracts

Recent Contract Awards:

  • Indian Air Force Make-II prototype order for 500 Kg Smart Bomb (July 2026) - establishes company as Prime OEM in Precision Guided Munition segment
  • Empanelled by Indian Air Force as Prime Development Agency for Indigenous Precision Range Extension Kit (IPREK) programme under Make-II category
  • Indian Navy Make-II Prototype Sanction Order for SAVIOR-ASW (Semi-Submersible Autonomous Vessel for Intelligence, Operations and Reconnaissance)

Technology Development:

  • Formal handing over of indigenously designed and developed Safety & Detonation Device (SDD) to Indian Navy
  • 100% Indigenous Content with opportunities for MRO and new weapon/missile programmes
  • Significant cost reduction achieved

Corporate Action

  • Entered into definitive share purchase agreement with Premier Explosives Ltd to acquire Promoter shares of 41.33%
  • Transaction value: Approximately ₹1,550 crore
  • Payment method: All cash deal

Capital Structure Impact

  • Weighted average number of equity shares increased from 33,35,32,454 shares as on 30 June 2025 to 37,15,99,512 shares as on 30 June 2026
  • Increase in equity base: Over 11%
  • EPS improvement despite share capital increase, indicating accretive, earnings-led growth

Forward-Looking Statements

The document contains forward-looking statements about becoming a Global Original Equipment Manufacturer over the next ten years with recognizable revenue streams across Land, Air and Sea domains. The company aims to deepen presence in Indian markets while growing in global markets, converting this year's first export order into a sustained international revenue stream.

Vision 2036

The company's vision includes four pillars:

1. Becoming a Global OEM, Made in India - moving from Tier-1 supplier to recognized Global OEM

2. Revenue across Land, Air & Sea - creating diversified revenue streams

3. Indian Deepening + Global Growth Conviction + Futuristic R&D

4. Investor Relations and Corporate Communication

Disclaimer

The Tear Sheet contains forward-looking statements based on current expectations and assumptions. Actual results may differ materially due to changes in government policy, market conditions, regulatory developments, or other external factors. The document is for informational purposes only and does not constitute an offer to sell or solicitation to purchase securities.