Apsis Aerocom Q4 FY26 Share Price & Earnings Call Analysis

₹505.45-2.00% today
Market cap
₹609 Cr
P/E
80.80
ROE
25.51%
PEG
0.85
Price to sales
19.87
Debt to equity
0.09
52W high / low
₹645 / ₹147
EBITDA margin
37.52%
Net profit margin
24.60%
Promoter holding
73.02%
Sales (last year)
₹31 Cr

Incorporated in 2022, APSIS Aerocom Limited is engaged in precision engineering, specialising in the manufacture of components and related services for the aerospace, defence, and healthcare industries.[1]

Guidance scorecard · Q4 FY26 call

What Apsis Aerocom Ltd's management guided
and where it ranks in Aerospace & Defense

#14of 20 in
Aerospace & Defense

RevenueQ4 FY26 call

20–40%
  • Target revenue of ₹500 crore annually within the next 5 years (by 2031).
  • FY27 revenue guidance is approximately ₹48 crore, with Unit 2 partially operational.
  • Unit 2 (twice the size of Unit 1) expected to contribute around ₹60 crore additional revenue in FY28 with full operation by end of FY28.
  • Capacity expansion includes a potential Unit 3 to add over ₹70 crore in business beyond FY28.
  • Strong order book of over ₹40 crore with a healthy pipeline exceeding ₹100 crore; conservative conversion rate of around 30%.
  • Focus on scaling advanced precision machining for aerospace and defence, and adding value-added services like mechanical assemblies.

2 more points from Apsis Aerocom Ltd's call on revenue

Create a free account to keep reading this call

Full Q4 FY26 analysis

MarginsQ4 FY26 call

Flat

See what Apsis Aerocom Ltd said on margins — free account, 30 seconds.

Full Q4 FY26 analysis

CapexQ4 FY26 call

Planned
  • The company is investing in manufacturing infrastructure and production capabilities, with net PPE increasing from ~7 crore to ~12 crore during the year.
  • Unit 2 facility is under development with machine procurement ongoing; full operation expected by end of December FY27/FY28.
  • Investment for Unit 2 is about 60 crore for machines and setup; partial operations started by August, full capacity later.
  • Land is allocated for Unit 3, but investment figures are not finalized; expected to generate over 70 crore revenue when operational.
  • Strategic investments aim to expand capacity, accept more orders, add new customers, and introduce value-added services such as mechanical assemblies.

2 more points from Apsis Aerocom Ltd's call on capex

Create a free account to keep reading this call

Full Q4 FY26 analysis

FundraisingQ4 FY26 call

Planned

See what Apsis Aerocom Ltd said on fundraising — free account, 30 seconds.

Full Q4 FY26 analysis

Order bookQ4 FY26 call

Rising
  • Current order book is more than ₹40 crore as of June 2026.
  • This order book includes approximately ₹25 crore from the defence sector and ₹12.9 crore from aerospace.
  • The order book represents about 1.32 times the revenue achieved in FY25-26.
  • The company expects to complete this order book within the next one year, with a small portion possibly extending into FY28.
  • Beyond the current order book, there is a healthy pipeline of more than ₹100 crore in projected orders.

2 more points from Apsis Aerocom Ltd's call on the order book

Create a free account to keep reading this call

Full Q4 FY26 analysis

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Aerospace & Defense
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3

Portfolio builder

Build your portfolio
from the top-ranked stocks

  1. 1. Pick 3–15 stocks
  2. 2. Choose large, mid or small cap and your sectors
  3. 3. Get a portfolio built from the rankings
Build my portfolio

Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Aerospace & Defense companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹5,744 Cr216.9
240%+Up 0–2%₹1,197 Cr55.6
340%+Flat₹17,585 Cr—
440%+Flat₹15,942 Cr131.4
540%+Flat₹9,001 Cr274.4
640%+Flat₹8,041 Cr111.6

Sign up free to see every company in the sector ranking and track Apsis Aerocom Ltd.

Pro shows every company guiding 40%+ revenue growth →Full Aerospace & Defense ranking

Financials of Apsis Aerocom Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Apsis Aerocom Ltd

Quarterly Results

Quarter-by-quarter operating performance

No quarterly results data available for this company yet.

Financials of Apsis Aerocom Ltd

Profit & Loss

Annual income statement trend

Mar 2023Mar 2024Mar 2025Mar 2026
Sales +10.3716.8720.4930.65
Expenses +8.4512.7010.2919.19
Operating Profit1.924.1710.2011.46
OPM %18.51%24.72%49.78%37.39%
Other Income +0.040.010.070.11
Interest0.130.140.260.27
Depreciation0.460.621.081.00
Profit before tax1.373.428.9310.30
Tax %25.55%25.44%25.76%27.09%
Net Profit +1.032.556.647.51
EPS in Rs10.5326.0867.916.23
Dividend Payout %0.00%0.00%0.00%0.00%

Financials of Apsis Aerocom Ltd

Balance Sheet

Capital structure and asset base

Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital0.980.980.9812.05
Reserves0.402.959.5936.85
Borrowings +2.442.652.864.18
Other Liabilities +3.405.355.1510.10
Total Liabilities7.2211.9318.5863.18
Fixed Assets +2.907.038.0512.32
CWIP0.000.000.000.00
Investments0.000.000.000.00
Other Assets +4.324.9010.5350.86
Total Assets7.2211.9318.5863.18

Financials of Apsis Aerocom Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +1.295.761.63
Cash from Investing Activity +-0.45-4.91-3.66
Cash from Financing Activity +0.020.150.01
Net Cash Flow0.850.99-2.01
Free Cash Flow0.840.85-2.09
CFO/OP74%158%35%

Financials of Apsis Aerocom Ltd

Ratios

Working capital efficiency and return ratios

Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days63.3621.4267.1647.99
Inventory Days87.7444.51235.00150.96
Days Payable234.27200.07245.83173.20
Cash Conversion Cycle-83.17-134.1456.3225.75
Working Capital Days-94.68-111.21-2.49-22.39
ROCE %68.46%91.95%31.78%

What Apsis Aerocom Ltd's management said in earlier quarters

Others in Aerospace & Defense this season

  • Zen Technologies (Q2 FY27)

    For the quarter ended 30 September 2026, the consolidated revenue from operations was ₹34,513.26 lakhs, up from ₹17,357.31 lakhs in the same quarter of the…

  • Bharat Electronics Ltd (Q2 FY27)

    Revenue from operations (consolidated) for the quarter ended 30 September 2026: ₹7,32,772 lakhs. Key results statement takeaways from Bharat Electronics Ltd's Q

  • Krishna Defence & Allied Industries Ltd (Q2 FY27)

    Year-on-year (YoY) growth: 55.7% (Q2 FY27 vs Q2 FY26) . Key investor presentation takeaways from Krishna Defence & Allied Industries Ltd's Q2 FY27 investor pres

  • Paras Defence and Space Technologies Ltd (Q2 FY27)

    Implied YoY increase significant (~65-70%, based on segment and other expenses data) . Key results statement takeaways from Paras Defence and Space Technologies