Aequs Ltd
Aequs Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Aerospace segment targeting 25-30% revenue growth in FY27 with long-term guidance of 20%+ CAGR over 5-10 years, supported by a large order book and expanding engine components portfolio. Consumer Segment - Expected EBITDA breakeven by Q4 FY27 as utilization improves from current 23% to 40%-50%.
From Aequs Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Aerospace segment targeting 25-30% revenue growth in FY27 with long-term guidance of 20%+ CAGR over 5-10 years, supported by a large order book and expanding engine components portfolio.
- Consumer segment expects 125-150% revenue growth in FY27 driven by ramp-up in consumer electronics capacity and new client wins like Mattel.
- Consumer electronics utilization targeted to increase from current 23% to 40-50% in FY27, with EBITDA breakeven expected by Q4 FY27.
- Long-term consumer business margins aimed to reach 18-20% at around 75-80% utilization.
- Additional capex of INR 500 crore planned for consumer segment in FY27 to support scale-up based on clear customer demand.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Aequs Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Planned investment of INR 2,800 crores over the next 5 years in Karnataka, covering Belgaum and Hubli clusters.
- For FY27, consumer division capex planned at INR 500 crores.
- Aerospace segment capex planned at approximately INR 160 crores for FY27.
- Capex funded through a combination of internal accruals (INR 660 crores planned this year) and debt funding.
- Additional consumer segment capex driven by clear customer demand and the need to scale up capacity to meet India's manufacturing requirements.
2 more points management made on capital expenditure plans
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
- Aerospace order book as of May 26, 2026, stood at USD 889 million. (Page 5)
- The aerospace order book represents a robust backlog with a 26% increase in the portfolio since last year, comprising 5,654 SKUs. (Page 5)
- The order book supports a revenue growth guidance of 25% to 30% for FY27 in aerospace, indicating strong pending orders and customer engagements. (Page 8)
2 more points management made on order book & pipeline
Aequs Ltd — 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's management said in earlier quarters
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Frequently Asked Questions
What were Aequs Ltd Q4 FY26 results?
Aerospace segment targeting 25-30% revenue growth in FY27 with long-term guidance of 20%+ CAGR over 5-10 years, supported by a large order book and expanding engine components portfolio. Consumer Segment - Expected EBITDA breakeven by Q4 FY27 as utilization improves from current 23% to 40%-50%.
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?
Planned investment of INR 2,800 crores over the next 5 years in Karnataka, covering Belgaum and Hubli clusters.
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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.