Rossell Techsys Limited delivered exceptional financial performance in Q3 FY26, achieving record quarterly revenue of INR130 crores and demonstrating the company's accelerating growth trajectory across multiple high-tech sectors. The aerospace and defence solutions provider showcased remarkable momentum with strong order inflows and successful diversification into emerging technology segments.

Record Financial Performance

The company's Q3 FY26 results marked significant milestones across key financial metrics. Revenue growth of 72% year-on-year established new quarterly records, while the nine-month performance demonstrated sustained momentum throughout the fiscal year.

Managing Director Rishab Gupta highlighted that the company achieved its highest quarterly and monthly revenues in history, with monthly run rate metrics setting new internal benchmarks and providing strong forward visibility into 2027.

Diversification Strategy Delivers Results

The company's strategic expansion into new technology sectors generated substantial returns during the quarter. The semiconductor equipment manufacturing segment, which entered production after recent qualifications, contributed over INR10 crores in revenue within its first operational quarter.

Space technology programs advanced significantly, reaching volume-ready status with the first large production batch scheduled for delivery before the financial year-end. These programs represent a key growth driver as the company transitions from aerospace-heavy revenue mix to a more balanced portfolio.

Strong Order Book and Business Pipeline

Rossell Techsys maintained robust order visibility with confirmed purchase orders exceeding INR750 crores and strategic agreements totaling over INR2,500 crores. The company submitted bids worth approximately INR700 crores during Q3 FY26 across aerospace, semiconductor, and space technology sectors.

The quarter saw firm order receipts exceeding INR200 crores, with outcomes on several pending bids expected in coming quarters. Defence aerospace programs continued performing strongly with consistent on-time delivery, while a significant new order from an existing customer provided additional order book strength.

Operational Excellence and Capacity Expansion

The company's workforce expanded to 1,177 people as of December 31, 2025, including 904 employees, contract staff, and consultants, supported by 273 trainees and apprentices. Inventory management showed improvement with holdings at INR289.22 crores, strategically aligned with FY26 and FY27 growth roadmaps.

To address increasing demand, Rossell Techsys plans to lease an additional facility of approximately 210,000 square feet starting April 1, 2026. This expansion will complement the existing 20,000 square feet expansion within current premises and significantly strengthen the company's ability to deliver high-volume programs.

Capital Raising and Future Growth

The company announced plans for a Qualified Institutional Placement (QIP) to raise up to INR300 crores. These funds will support capacity creation, accelerate execution of large programs, strengthen the balance sheet, and broaden the institutional investor base as the company scales across multiple high-growth sectors.

Gupta emphasized the company's remarkable growth trajectory, noting that Rossell Techsys now delivers in two financial years the same revenue scale that took 14 years to achieve from inception in 2011 until 2025. This extraordinary growth has been achieved without external equity infusion, powered entirely by operational excellence and banking partner support.

The company expects similar growth momentum to continue for the next 8 to 10 quarters, with target profit margins in the range of 17% to 22% as programs transition from qualification phase to production and operational efficiencies improve through scale.

Source: Rossell Techsys Limited Q3 FY26 Earnings Conference Call Transcript

Rossell Techsys Limited has officially announced record-breaking financial results for Q3 FY26, achieving its highest-ever quarterly revenue of ₹130 crore, representing a remarkable 72% year-on-year growth. The company released its official press release on February 4, 2026, following the comprehensive investor presentation submitted to BSE and NSE on February 3, 2026.

Record-Breaking Q3 FY26 Performance

The company delivered exceptional financial results for the quarter ended December 31, 2025, with revenue from operations reaching ₹130 crore compared to ₹75.70 crore in the corresponding quarter last year. The strong performance was driven by robust growth across aerospace, semiconductor, and space sectors.

Nine-Month Performance Highlights

Rossell Techsys sustained exceptional momentum over the first nine months of FY26, with consolidated total income surging 98% year-on-year to ₹343 crore, up from ₹173 crore in the same period last year. This sharp revenue increase resulted in strong operating leverage with EBITDA increasing 118% YoY to ₹44 crore and Profit Before Tax surging to ₹19.00 crore compared to ₹1.20 crore in FY25.

Business Diversification and Strategic Growth

The company's diversification strategy gained significant momentum during the quarter. The semiconductor business generated over ₹10 crore in its first qualified quarter, while space programs advanced to volume-ready status with the first major production batch scheduled before year-end. During Q3 FY26, Rossell Techsys submitted bids totaling approximately ₹700 crore across aerospace, semiconductor, and space businesses, while securing firm orders exceeding ₹200 crore.

Management Commentary and Strategic Initiatives

Managing Director Rishabh Gupta highlighted the company's achievement of growth through operational excellence without external equity infusion. He noted that from inception until FY25, the company delivered cumulative revenues of over ₹1,300 crore across nearly 14 years, and is now positioned to achieve the same scale within just two financial years.

To support future growth, Rossell Techsys has launched a ₹300 crore Qualified Institutional Placement (QIP), marking its first-ever equity fundraise. The company is also evaluating additional leased facilities alongside previously announced capacity expansions to meet robust demand across semiconductor, space, and defense programs.

Earnings Conference Call Recording Available

Following the earnings announcement, Rossell Techsys conducted its Q3 FY26 earnings conference call on February 4, 2026 at 11:00 AM IST. The company has now made the call recording available to stakeholders, covering detailed discussions on business performance, financial highlights for the quarter ended December 31, 2025, and responses to investor queries during the Q&A session.

Regulatory Compliance and Investor Communication

The press release was submitted under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and signed by Krishnappayya Desai, Company Secretary & Compliance Officer. The filing was made to both BSE Limited (Scrip Code: 544294) and National Stock Exchange of India Limited (Symbol: ROSSTECH), ensuring transparency and keeping stakeholders informed about the company's record quarterly performance and ongoing investor communications.