Apollo Micro Systems Q1 FY26 PAT rises 43% YoY to ₹2.78cr

Key Q1 FY26 takeaway: profit rises alongside stronger operations

Apollo Micro Systems Limited (AMSL) reported a turnaround in profitability for the first quarter of FY26, supported by higher operating income and demand in its core segment. The Hyderabad-based company, which designs and manufactures electronic and electro-mechanical solutions for defence, aerospace, space, railway, and homeland security applications, posted higher profit in both standalone and consolidated numbers as shared in the results summary.

Standalone net profit after tax (PAT) increased 43% year-on-year to ₹2.78 crore (₹278.34 lakh). Standalone revenue from operations was reported at ₹15.59 crore (₹1,558.94 lakh). On a consolidated basis, net profit attributable to owners rose 46% year-on-year to ₹2.69 crore (₹269.13 lakh), reflecting earnings growth even as the equity base expanded during the quarter.

What the quarter’s headline numbers show

The results summary highlighted higher standalone revenue from operations and improved profitability. It also reported standalone profit before tax (PBT) at ₹4.07 crore (₹407.02 lakh) versus ₹2.78 crore (₹278.23 lakh) a year earlier. EBITDA for the quarter was reported at ₹48.40 crore (₹484 million) with an EBITDA margin of 31.02%, compared with ₹41.00 crore (₹410 million) and 30.68% in the year-ago quarter.

Alongside the results summary, other quarterly financial tables in the provided material present figures in crores for the quarter ended Jun’25, including net sales turnover of ₹133.58 crore and reported PAT of ₹19.43 crore. These tables also show total income of ₹134.93 crore for Jun’25, with operating profit of ₹40.98 crore and EBITDA of ₹42.33 crore for the same period.

Standalone and consolidated metrics (as summarised for Q1 FY26)

The following table reproduces the key quarter metrics included in the summary, with amounts normalised to ₹ crore.

Equity expansion: warrant conversion during the quarter

The company’s equity base expanded by over 11% following a preferential allotment, according to the material. This expansion resulted from the conversion of 1,43,07,072 outstanding share warrants into equity shares. The conversion price was stated as ₹114 per share during the quarter.

This detail is important for investors because an equity increase can change per-share metrics, even when profits rise. The same results summary still reported higher EPS (basic) numbers for Q1 FY26 compared with Q1 FY25 in both standalone and consolidated figures.

Quarterly financial snapshot tables also provided (Jun’25)

Separate quarterly tables in the material, presented in ₹ crore, list Jun’25 net sales turnover at ₹133.58 crore and total income at ₹134.93 crore. They also show stock adjustments of -₹19.02 crore and reported PAT of ₹19.43 crore for Jun’25. The same set reports operating profit at ₹40.98 crore, EBITDA at ₹42.33 crore, EBIT at ₹37.84 crore, and taxes at ₹8.40 crore.

Because multiple datasets are shown in the provided information with different unit presentations, readers typically cross-check the quarter label (for example, “Jun’25”) and whether the table is standalone or consolidated when comparing figures. The numbers above are presented exactly as provided in the material.

Conference call and board meeting for Q1 FY27 results

Apollo Micro Systems has scheduled an earnings conference call for Saturday, August 8, 2026, at 6:00 PM IST to discuss its financial performance for Q1 FY27. The call duration is listed as 60 minutes. Dial-in numbers provided are +91 22 6280 1144 and +91 22 7115 8045.

For investor queries, the investor relations contact shared in the material is investors.relations@apollo-micro.com and the phone number is +91-72888 92228. The material also states that the board meeting is scheduled for 8 August 2026 to consider the Q1 FY27 financial results.

Longer-term growth targets referenced in the material

The provided content also states that management has reaffirmed a 45% to 50% revenue CAGR target for FY27. It adds that this implies a Q1 revenue target of approximately ₹194 crore to ₹200 crore to remain on track with that longer-term trajectory.

Separately, the material cites FY26 PAT of ₹107 crore, with revenue of ₹904 crore, and mentions Q4 FY26 revenue of ₹293 crore and EBITDA of ₹68 crore. It also references prior quarters, including Q3 FY26 revenue of ₹252 crore and consolidated nine-month revenue of ₹611 crore with PAT of ₹70.59 crore, as background performance markers.

Market datapoints included alongside results references

The material includes a set of “Quick Details” such as market cap of ₹14,735.82 crore and CMP of ₹396.55. It also lists net debt (latest quarter) at ₹442.91 crore, and references the previous quarter revenue at ₹293.26 crore and previous quarter PAT at ₹36.79 crore, alongside a previous quarter EBITDA margin of 23.1%.

Why this quarter matters for investors tracking the defence electronics theme

The combination of higher profit and revenue in the quarter, together with a sizeable equity increase due to warrant conversion, is a key element in how investors assess per-share progress. The scheduled Q1 FY27 earnings call on August 8, 2026 adds a near-term checkpoint for updated operational commentary and any clarifications investors may seek on quarterly reporting lines.

Conclusion

Apollo Micro Systems reported higher Q1 FY26 profitability and operating metrics in the figures provided, while also completing a large warrant conversion at ₹114 per share that expanded its equity base. The next formal update is scheduled for August 8, 2026, when the company will consider and discuss Q1 FY27 results via a board meeting and an earnings conference call at 6:00 PM IST.