Aequs Ltd
Aequs Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Aequs Ltd Q3 FY26 key numbers
- Revenue
- Current order book of USD 814 million in aerospace to be executed over next 5 years (till 2031), with continuous addition of new orders.
As stated in Aequs Ltd's Q3 FY26 earnings call transcript · published 7 Aug 2026. Reported figures, not investment advice.
The short version
Aerospace segment expected to grow north of 20% CAGR in the coming years. Aerospace segment expected to grow north of 20% CAGR, with stable margins around 20-24% EBITDA due to scale and integrated ecosystem.
From Aequs Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Aerospace segment expected to grow north of 20% CAGR in the coming years.
- Consumer segment anticipated to scale faster than aerospace, with a goal to balance both segments in the long run.
- Current order book of USD 814 million in aerospace to be executed over next 5 years (till 2031), with continuous addition of new orders.
- Consumer electronics business ramping up with capacity fully committed by customers; revenue growth driven by increased utilization.
- Long-term EBITDA margin target for both consumer and aerospace segments around 18-24% at optimal utilization.
2 more points from Aequs Ltd's call on revenue
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Profitability & Margins
See what Aequs Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Continuous CapEx in aerospace segment, spread across quarters (Q3 and Q4 FY26) due to long lead times (up to 1 year) for machinery.
- Aerospace CapEx aligns with order book and planned capacity over 18-24 months; incremental and not lumpy.
- Consumer segment had significant capacity additions recently; most CapEx for FY26 is already done with some capitalization pending in Q4 FY26.
- Future CapEx in aerospace depends on new program sign-ups and utilization growth, with current utilization at 71% in India and potential stable capacity around 75%.
- Consumer electronics segment CapEx focused on scaling capacity, with current investments front-ended; margin improvement tied to utilization increase.
2 more points from Aequs Ltd's call on capex
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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 Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current aerospace order book stands at USD $814 million (total contract value).
- This order book is expected to be executed over the next five years, up to around 2031.
- The order book is dynamic, with continuous signing of new contracts and renewals each quarter.
- There is a consistent pipeline of RFPs, and the sales team actively converts these into contracts regularly.
- For consumer electronics, there is no formal order book; capacity is built based on projected customer demand and long-term contracts.
- Capacity built in consumer segment is already fully committed by customers.
2 more points from Aequs Ltd's call on order book
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Aequs Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹396 Cr, net loss ₹53 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
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Frequently Asked Questions
What were Aequs Ltd Q3 FY26 results?
Aerospace segment expected to grow north of 20% CAGR in the coming years. Aerospace segment expected to grow north of 20% CAGR, with stable margins around 20-24% EBITDA due to scale and integrated ecosystem.
What is Aequs Ltd share price analysis?
Aequs Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹16,093 Cr. Investors should review the full earnings analysis for detailed insights.
Is Aequs Ltd planning capital expenditure?
Continuous CapEx in aerospace segment, spread across quarters (Q3 and Q4 FY26) due to long lead times (up to 1 year) for machinery.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.