Aequs
Aequs Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
4 of 5 strong
The short version
Aerospace segment expected to grow at 25% to 30% over FY26. The company targets doubling operational EBITDA in FY27 compared to FY26, aiming for around INR180 crores EBITDA.
From Aequs's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Aerospace segment expected to grow at 25% to 30% over FY26.
- Consumer segment poised for rapid growth of 125% to 150% over FY26.
- For FY27, total top-line guidance around INR1,700 to 1,800 crores.
- Consumer segment’s revenue share targeted to grow from ~19% in Q1 FY27 to 40%-60% over next 5 years.
- Utilization in consumer electronics projected to increase from ~23% towards 40%-50% by Q4 FY27, aiming for EBITDA break-even.
- Capacity expansion investments ongoing, including INR660 crores capex planned for FY27 split between aerospace and consumer.
- Long-term capex plan of USD 350-400 million over five years (FY27-FY31) to support growth.
- Working capital days expected to remain stable (~125 days).
- Revenue growth driven by scaling production, ramping new customers, and broadening product portfolios across segments.
Profitability & Margins
See what Aequs said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY27 planned capex is INR 660 crores, split approximately INR 500 crores for consumer and INR 160 crores for aerospace, subject to utilization ramp-up and optimization.
- INR 1,900 crores capex planned for the Hosur aerospace facility over 10 years, focused on engine and landing gear components, with first phase operational between Sep FY27 and Mar FY28.
- Additional INR 2,800 crores investment planned between consumer and aerospace in Karnataka (not finalized for next year).
- 5-year capex plan from FY27 to FY31 targets USD 350-400 million overall.
- Expectation to raise approximately USD 150 million externally; internal accruals to fund remaining investments.
- Capex linked to utilization; if utilization lags, some capex portions may be adjusted or deferred.
- Focus on vertical integration and expanding capabilities, especially in aerospace engine components and consumer electronics.
Top-ranked in Aerospace & Defense
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Aequs said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Aerospace order book crossed USD 1 billion, with a 13% sequential increase from USD 889 million in the previous quarter.
- New contracts, including the fully integrated Airbus A320 wheels with Safran Landing Systems, will reflect in the next quarter’s order book.
- The company signed a 15-year agreement for the wheels contract, marking one of the longest agreements in Aequs' history.
- Order book growth is driving ongoing capital expenditure, especially in aerospace, to support increasing customer build rates and production capacity.
- The order book strength validates trust from global OEMs and underpins the company’s expectations for scalable revenue growth over FY27 and beyond.
Aequs — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹367 Cr, net loss ₹54 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Aequs Ltd's management said in earlier quarters
Others in Aerospace & Defense this season
- Centum Electronics Ltd (Q1 FY27)
Stand-alone order book as of Q1 FY27: Approximately INR 1,800 crores, up 31% year-on-year (Page 5). Key concall takeaways from Centum Electronics Ltd's Q1 FY27…
- AXISCADES Technologies Ltd (Q1 FY27)
The company sees a huge defense order pipeline exceeding ₹24,000 crore, with execution visibility till FY30. Key concall takeaways from AXISCADES Technologies…
- C2C Advanced Systems Ltd (Q1 FY27)
The company is bullish on its current position, especially in global markets where margins are higher compared to India (India margins ~25% net; overseas…
- Apollo Micro Systems Ltd (Q1 FY27)
Continued investment in R&D (~9.5% of revenue last year), supporting technology advancement and new product development (Page 22). Key concall takeaways from…
Frequently Asked Questions
What were Aequs Q1 FY27 results?
Aerospace segment expected to grow at 25% to 30% over FY26. The company targets doubling operational EBITDA in FY27 compared to FY26, aiming for around INR180 crores EBITDA.
What is Aequs share price analysis?
Aequs currently shows a strong growth signal based on ranking data. The stock trades at a P/E of N/A with a market cap of ₹17,385 Cr. Investors should review the full earnings analysis for detailed insights.
Is Aequs planning capital expenditure?
FY27 planned capex is INR 660 crores, split approximately INR 500 crores for consumer and INR 160 crores for aerospace, subject to utilization ramp-up and optimization.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.