Apollo‍‌‍‍‌‍‌‍‍‌ Micro Systems Shares Price Jump Over 2% as Firm Posts Record Q2FY26 Earnings; PAT Increases 91% YoY

Hyderabad, November 6, 2025: Apollo Micro Systems Ltd share price (NSE: APOLLO | BSE: 540879) surged over 2% in early trade on Thursday at the NSE before turning slightly lower. The early rally was driven by strong investor enthusiasm following the company’s best-ever Q2FY26 results, supported by margin expansion and a robust order pipeline.

Strong Quarterly Performance

Apollo Micro Systems announced record-breaking revenue of the quarter for the period ended September 30, 2025. Revenue from operations surged 40% YoY to ₹225.26 crore from ₹160.71 crore, whereas on a quarter-on-quarter basis, it increased by 69% to ₹133.58 crore. EBITDA increased 80% YoY to ₹59.19 crore, while PAT almost doubled and was up 91% YoY at ₹30.03 crore. EBITDA margin for the company expanded 600 bps YoY to 26.3%, and PAT margin increased to 13.3%, reflecting operational efficiency and cost management effectiveness.

Management Commentary

Karunakar Reddy Baddam, Managing Director of Apollo Micro Systems, stated that the company’s robust order book was the key driver of its strong revenue growth. He also highlighted the successful transition of several high-value systems into production. The improvement in profitability reflects the company’s focus on developing local technology, maintaining cost discipline, and aligning with India’s Atmanirbhar Bharat initiative.

Strategic Developments and Growth Outlook

The company has announced the purchase of IDL Explosives Ltd, which can be termed as its first strategic step in the journey to become a fully integrated Tier-1 OEM in the defence industry. ADM will be able to use the acquisition for its expansion of production capacity and expansion into the aerospace and defence ecosystems, whereby it can tap the existing as well as new markets and make the value chain more profitable for its business.

The management sees a 2-year CAGR of 45-50% in revenues without taking into account the effects of the planned acquisition. The company has the faith to keep up this strong growth, availing of the advantages from an extended product pipeline and a healthy order book.

Stock Performance

At 11:33 am IST, the Apollo Micro Systems stock traded at ₹270.70, down by 2.59%. The stock touched an intraday high of ₹291.75 and a 52-week range of ₹90.25 to ₹354.70 with a market cap of ₹9,455.65 crore and a P/E ratio of 141.26.

REF: https://nsearchives.nseindia.com/corporate/APOLLO_04112025232827_AMS_Press_release.pdf

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