Shares of Apollo Micro Systems Ltd surged into the spotlight after the Hyderabad-based defence electronics company delivered its strongest quarter yet. For the quarter ended 30 September 2025 (Q2 FY26), Apollo recorded revenue of Rs 225.3 crore, up 40.2% y-o-y, and net profit of Rs 30.03 crore, nearly 91% higher than the Rs 15.7 crore posted a year ago.
The firm’s EBITDA jumped to Rs 59.6 crore, reflecting growth of 82.7% y-o-y, and margins expanded from 20.29% a year earlier to 26.45% in Q2. Apollo’s management highlighted that its growing focus on indigenous technologies and alignment with India’s “Atmanirbhar Bharat” defence manufacturing push are key drivers of its momentum.
Investor interest is heightened by the sharp recent performance: the stock has delivered multibagger returns, gaining about 121.6% in six months and 177.3% in one year.
Additional strategic developments include the acquisition of IDL Explosives, which is aimed at expanding Apollo’s manufacturing capabilities and broadening its product portfolio in critical defence technologies.
Looking ahead, the company expects core-business revenue to grow at a CAGR of 45-50% over the next two years, excluding additional impact from recent acquisitions.
In short, Apollo Micro Systems’ strong quarterly numbers, expanding margins, strategic acquisition and participation in the defence value chain are placing it firmly in focus. Investors will watch how the company executes its growth trajectory and scales its order book further.
Note: This write-up is for informational purposes only and does not constitute investment advice.
