Apollo Micro Systems Limited has released its comprehensive company tear sheet, showcasing strong financial performance and strategic positioning in India's defence technology sector. The 41-year-old pioneer in defence technology has demonstrated consistent growth across key financial metrics while expanding its capabilities through strategic acquisitions.

Financial Performance Highlights

The company's financial trajectory reflects robust growth across multiple parameters. Apollo Micro Systems achieved significant milestone metrics during the 2021-2025 period, establishing itself as a leading player in the defence technology space.

The company's revenue from operations reached INR 5620.70 million in FY25, compared to INR 3716.30 million in FY24. EBITDA (excluding other income) grew to INR 1292.10 million in FY25, maintaining a healthy margin of 23%. Profit after tax demonstrated exceptional growth, reaching INR 563.60 million in FY25 with a PAT margin of 10%.

Recent Quarterly Performance

Apollo Micro Systems registered significant year-on-year improvements in Q3FY26, demonstrating accelerated growth momentum across key operational metrics.

Strategic Acquisition and Market Expansion

The company has completed a strategic acquisition through its subsidiary Apollo Defence Industries Pvt Ltd (ADIPIL), which acquired 100% of IDL Explosives Ltd. This acquisition significantly enhances Apollo Micro Systems' capabilities in explosive manufacturing and expands its geographical presence.

The acquired entity was previously part of GOCIL Corporation Limited (formerly Gulf Oil Corporation Limited), incorporated in 1961 as Indian Detonators Ltd. GOCIL operates as a Star House exporter of energetic and commercial explosive products to over 20 countries.

Product Portfolio and Market Position

Apollo Micro Systems specializes in multi-domain defence technologies, offering comprehensive solutions from systems and subsystems to complete weapons platforms. The company's product categories span various weapon systems including multi influence ground mines, limpet mines, anti submarine warfare rockets, moored mines, aerial bombs, and medium range rockets.

Investment Highlights and Competitive Advantages

The company maintains several distinctive market positions that strengthen its competitive advantage in India's defence sector:

• Only company in India offering underwater mines solutions
• Responsible for approximately 60% of electronics, electromechanical and mechanical systems in indigenized missile programmes
• Highest participation in Indigenous Missile programs of DRDO
• Only private public listed company with largest infrastructure including R&D capabilities
• R&D investment at 6% of revenue in FY25
• Credit rating upgraded to ACUTE A- (Long Term) and ACUTE A2+ (Short Term)

With an order book of INR 13050 million and headquarters in Hyderabad, Apollo Micro Systems continues to advance its position as a Tier-1 Original Equipment Design Cum manufacturer with explosive capabilities, serving India's strategic defence requirements.

Apollo Micro Systems Limited announced its highest ever quarterly revenue performance for Q3FY26, delivering ₹252 crores in consolidated revenue, representing a remarkable 70% year-over-year growth. The company held its board meeting on February 9, 2026, approving unaudited standalone and consolidated financial results for the quarter ended December 31, 2025.

Record-Breaking Quarterly Performance

The company achieved significant milestones across all key financial metrics during Q3FY26, demonstrating strong operational execution and market positioning.

Nine-Month Performance Excellence

The nine-month performance for FY26 showcased consistent growth momentum with substantial improvements across all operational parameters.

Standalone Financial Highlights

The standalone operations demonstrated robust performance with significant year-over-year improvements in profitability metrics.

Strategic Acquisitions and Corporate Actions

During the quarter, Apollo Micro Systems completed the acquisition of IDL Explosives Limited through its subsidiary Apollo Defence Industries Private Limited for ₹107 crores on November 15, 2025. The company also converted 2,16,52,792 share warrants into equity shares at a premium of ₹113 per share, with 1,43,07,072 warrants remaining for conversion.

Management Outlook and Future Growth

Managing Director Baddam Karunakar Reddy highlighted the company's strategic positioning, stating that Apollo Micro Systems expects revenue to grow at a CAGR of 45-50% over the next three years, driven by core business operations. The company announced plans for an additional acquisition by ADIPL, expected to be completed before the end of the current financial year, which will significantly enhance organic growth capabilities.

The 41-year-old defense technology pioneer specializes in advanced electronic, electro-mechanical, and engineering systems, positioning itself as a Tier-1 Original Equipment Design and manufacturer with explosive capabilities through its subsidiary operations.