Apollo Micro Systems Ltd. · NSE:APOLLO
Apollo Micro Systems — Merger or Acquisition (May 2025)
15 slides from Apollo Micro Systems's merger presentation, May 5, 2025
Slide 1: Exchange intimation letter: Investor Presentation for acquisition of IDL Explosives
Date: 05th May, 2025 BSE Limited, National Stock Exchange of India Ltd., Department of Corporate Services Listing Department Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Mumbai – 400 001 Bandra Kurla Complex, Bandra (E), Mumbai – 400 051 Scrip Code: 540879 Symbol: APOLLO IS
Slide 2: Landmark alignment with India's First Explosives Company
Apollo Group is proud to announce a significant enhancement to its strategic portfolio through a landmark alignment with India’s First Explosives Company- A Pioneering, Indian-owned enterprise with a distinguished legacy of over 64 years. This esteemed organization, a proud member of the globally re
Slide 3: Certain statements in this document may be forward-looking statements. Such forward-looking statements are subject
Certain statements in this document may be forward-looking statements. Such forward-looking statements are subject to certain risks & uncertainties like government actions, local, political, or economic developments, technological risks, & many other factors that could cause our actual results to di
Slide 4: Contents
CONTENTS • Transaction Summary • Strategic Rationale • Market Opportunity • Product Profile • Summary • Management Commentary 3 Investor Presentation May 2025 | APOLLO MICRO SYSTEMS LIMITED
Slide 5: Strengthening Ties Through a Strategic Collaboration with the Hinduja Group
STRENGTHENING TIES THROUGH A STRATEGIC COLLABORATION WITH THE HINDUJA GROUP Unlocking the Untapped Potential • Apollo Defence Industries Pvt Ltd (ADIPL), a subsidiary of Apollo Micro Systems Ltd, has entered into a Share Purchase Agreement to acquire 100% equity stake in IDL Explosives Ltd for a tot
Slide 6: The Combined Strength and Synergy (1/3)
THE COMBINED STRENGTH AND SYNERGY (1/3) It positions APOLLO for greater impact through the consolidation of core, high-value defence assets and know-how. • The acquisition brings together over a century of specialized expertise in the End to End One Stop niche and growing sector — 64 years in energe
Slide 7: The Combined Strength and Synergy (2/3)
THE COMBINED STRENGTH AND SYNERGY (2/3) An acquisition that drives full-spectrum enablement of next-generation combat platforms • By acquiring capabilities both upstream and downstream, we have presence in Driving Margin the entire value chain. Expansion through • This vertical integration reduces d
Slide 8: The Combined Strength and Synergy (3/3)
THE COMBINED STRENGTH AND SYNERGY (3/3) This acquisition marks a strategic consolidation of core defense capabilities. • The acquisition strategically enhances our global footprint, extending reach into Increasing Addressable high-potential markets across East and West Africa, the Middle East, South
Slide 9: Markets with Macro Tailwinds Provide Considerable Growth Opportunities (1/2)
MARKETS WITH MACRO TAILWINDS PROVIDE CONSIDERABLE GROWTH OPPORTUNITIES (1/2) The explosive market size is expected to see strong growth in the next few years. It will grow to $9.37 billion in 2029 at a compound annual growth rate (CAGR) of 8.8%. The surge in government spending on the defense sector
Slide 10: Markets with Macro Tailwinds Provide Considerable Growth Opportunities (2/2)
MARKETS WITH MACRO TAILWINDS PROVIDE CONSIDERABLE GROWTH OPPORTUNITIES (2/2) • A surge in global demand for explosives and ammunition, fed by ongoing conflicts in Europe and West Asia, has resulted in record Indian defence exports, with the figure crossing ₹23,622 crore in 2024-25. • State-owned def
Slide 11: Fortifying Our Product Profile (1/2)
FORTIFYING OUR PRODUCT PROFILE (1/2) The existing portfolio includes complete weapon systems that have either achieved qualification or are in advanced stages of the qualification process Underwater Mines Underwater Moored Mines Anti Submarine warfare Limpet Mines Rockets Medium Range Aerial Rockets
Slide 12: Fortifying Our Product Profile (2/2)
FORTIFYING OUR PRODUCT PROFILE (2/2) Awarded Transfer of Technology (TOT) by the Defence Research and Development Organisation (DRDO) in Explosive ESAD based Fuze for Mini Depth Charge (MDC) Exploder Mechanism for Naval Warheads Prachand Munition Hardware Warheads for Ulpgm- V2 (UAV Launched Precisi
Slide 13: Summary
SUMMARY • Appealing Deal with strong Strategic Fit • Enable Growth Aspirations; Subscale to Scale • Immediate Synergies • Vertical Integration • Product Complementarities • Significant Value Unlock Opportunities by combining strength • Scale to enable Ecosystem Tailwinds Investor Presentation May 20
Slide 14: Management Commentary
MANAGEMENT COMMENTARY A major step in our vertical integration into complete weapon system solutions. “We are proud to announce a significant milestone in our company’s evolution. Having built a strong foundation as a trusted supplier of advanced weapon electronics, and recently expanding into compl
Slide 15: Thank You
For Further Information On The Company Please Visit: www.apollo-micro.com Thank You Regd. Off: Plot No 128/a, Road No. 12, Bel Road Ida Mallapur, Uppal Mandal Hyderabad Rangareddi Tg 500076 CIN: L72200TG1997PLC026556 | Email: cs@apollo-micro.com Phone: +91-40-27167000 - 99 | Fax: 91-40-27150820 14
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