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AXISCADES Technologies Ltd

Q4 FY25Aerospace & Defense

AXISCADES Technologies Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹1,598
Market cap₹6.8K Cr
P/E85.6
Updated23 Aug 2026
Read5 min read

The short version

The Company targets reaching $1 billion revenue by 2030 (Power 930 vision) with 40%-45% CAGR over 5-6 years. - FY ‘26 revenue growth guidance: - Aerospace: 35% growth expected, targeting ~$51 million from ~$38 million in FY ‘25. - Defense: 60% growth targeted, including doubling production revenue from Rs. The company targets a 50% minimum EBITDA growth excluding ESOP cost for the next year, translating to substantial profit after tax (PAT) growth proportionally. - EBITDA margins are expected to improve by about 300 basis points each year, aiming for an average of 24% EBITDA within 2-3 years. - Core businesses (Aerospace, Defense, ESAI) show healthy EBITDA margins around 19%, with defense production at 22%. - EPS doubled in FY25 from Rs.

From AXISCADES Technologies Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • The Company targets reaching $1 billion revenue by 2030 (Power 930 vision) with 40%-45% CAGR over 5-6 years.
  • FY ‘26 revenue growth guidance:
  • Aerospace: 35% growth expected, targeting ~$51 million from ~$38 million in FY ‘25.
  • Defense: 60% growth targeted, including doubling production revenue from Rs. 196 crores in FY ‘25.
  • ESAI: 75% growth anticipated, driven mainly by revenue growth and new client acquisitions.
  • Core verticals (aerospace, defense, ESAI) expected to comprise 70% revenue mix by 2028 (Defense 40%, ESAI 30%, Aerospace 30%).

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Profitability & Margins

See what AXISCADES Technologies Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Phase-1 infrastructure development at Devanahalli Atmanirbhar Complex (DAC), Bangalore, costing Rs. 250 crores.
  • Phase-1A of Phase-1 involves Rs. 120 crores capex, mostly funded through internal accruals and cash reserves.
  • Phase-1 covers radar and electronic warfare solution development, manufacturing, testing, and maintenance.
  • Phase-2 planned for missile complex, missile MRO, and missile manufacturing, including a facility at Hyderabad.
  • Phase-3 to include MRO, speed shop, and supply chain facilities for aerospace and defense customers.
  • The company seeks strategic partnerships, particularly through Axis Aerospace Infrastructure Private Limited (AAIPL), to support further phases and funding needs.

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Top-ranked in Aerospace & Defense

Ranked on what management guided this quarter

Guidance-ranked
1Rossell Techsys
Rev 1Mar 1
2Shree Refrigerat
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what AXISCADES Technologies Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • The company's current order book stands at approximately Rs. 1,800 crores.
  • ESAI segment has an order book of Rs. 600 crores.
  • There is significant traction and a robust pipeline in defense, aerospace, and ESAI verticals.
  • Expecting new orders in counter-drone systems, with existing production and deliveries ongoing.
  • Emergency procurement by Indian Ministry of Defence includes multiple items, with the company confident of winning at least one category.
  • The company is also securing international partnerships, especially in counter-drone and drone systems.

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AXISCADES Technologies Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹273 Cr, net profit ₹0 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What AXISCADES Technologies Ltd's management said in earlier quarters

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Frequently Asked Questions

What were AXISCADES Technologies Ltd Q4 FY25 results?

The Company targets reaching $1 billion revenue by 2030 (Power 930 vision) with 40%-45% CAGR over 5-6 years. - FY ‘26 revenue growth guidance: - Aerospace: 35% growth expected, targeting ~$51 million from ~$38 million in FY ‘25. - Defense: 60% growth targeted, including doubling production revenue from Rs. The company targets a 50% minimum EBITDA growth excluding ESOP cost for the next year, translating to substantial profit after tax (PAT) growth proportionally. - EBITDA margins are expected to improve by about 300 basis points each year, aiming for an average of 24% EBITDA within 2-3 years. - Core businesses (Aerospace, Defense, ESAI) show healthy EBITDA margins around 19%, with defense production at 22%. - EPS doubled in FY25 from Rs.

What is AXISCADES Technologies Ltd share price analysis?

AXISCADES Technologies Ltd currently shows a neutral. The stock trades at a P/E of 85.6 with a market cap of ₹6,764 Cr. Investors should review the full earnings analysis for detailed insights.

Is AXISCADES Technologies Ltd planning capital expenditure?

Phase-1 infrastructure development at Devanahalli Atmanirbhar Complex (DAC), Bangalore, costing Rs.

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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.