Apollo Micro Systems Ltd. · NSE:APOLLO
Apollo Micro Systems — Q1 FY2027 Earnings Presentation
87 slides from Apollo Micro Systems's earnings presentation, Aug 8, 2026
Slide 1: Apollo Micro Systems Ltd Earnings Presentation JQ'2026
APOLLO MICRO SYSTEMS LTD We Commit, We Deliver Wars are fought with the weapons you have not the ones you hope to acquire tomorrow. The Future of Warfare is Autonomous. Apollo brings together traditional and modern weaponry for the battlefield of today. EARNINGS PRESENTATION- JQ’2026 BSE: 540879 NSE
Slide 2: Pure Play Defence
PURE PLAY DEFENCE The only company with Highest Participation in Indigenous Missile Programs of DRDO. The only private public listed company in Indian The only company in India working for weapon system defense sector having largest infrastructure platforms of DRDO for a period spanning over 41 year
Slide 3: Our Uniqueness
OUR UNIQUENESS We began our journey with design Engineering Services, progressed to Build-to- WARHEADS Specification (BTS) capabilities, expanded into weapon manufacturing, and are now advancing into weapon system integration as we evolve toward becoming a globally recognized Original Equipment Manu
Slide 4: Vision 2036
VISION 2036 A GLOBAL OEM, MADE IN INDIA “ To grow as a Global Original Equipment Manufacturer over the next ten years with recognizable revenue streams across the Land, Air and Sea domains; increasing our presence in Indian markets and continuing to grow in Move from being a Tier-1 supplier of criti
Slide 5: Backward and Forward Integration
BACKWARD AND FORWARD INTEGRATION 543 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 6: We welcome Premier Explosives to the family of Apollo Micro Systems
We welcome Premier Explosives to the family of Apollo Micro Systems Ltd On 9th July 2026 we signed Share Price Agreement with Premier Explosives Ltd to buy 41.33% stake in all Cash Deal. 6 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 7: Highlights Q1FY27
HIGHLIGHTS Q1FY27 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED 743
Slide 8: Shareholding Structure and Institutional Investors
SHAREHOLDING STRUCTURE AND INSTITUTIONAL INVESTORS Institutional Investors Institutional Investors First Commercial Bank 50% Quadrature Capital Vector Promoter Red Bay 42% 8% Motilal Oswal Nifty India Defence Index Fund 50% Institutions Morgan Stanley Asia Axis Mutual Fund 42% 8% SPDR Portfolio Emer
Slide 9: Extending Our Streak of Strong Performance - Consolidated
EXTENDING OUR STREAK OF STRONG PERFORMANCE- QUARTERLY RESULT (All Figures in Millions) CONSOLIDATED YoY * Excluding Other Income Revenue from Operations EBITDA* EBITDA Margin + 88.1 % + 31.3 % PAT Order Book PAT Margin as on 8th August 2026 + 42.6 % NOTE- Performance in the defence industry is best
Slide 10: Extending Our Streak of Strong Performance - Standalone
EXTENDING OUR STREAK OF STRONG PERFORMANCE- QUARTERLY RESULT (All Figures in Millions) STANDALONE YoY * Excluding Other Income Revenue from Operations EBITDA* EBITDA Margin + 16.7 % + 18.0 % + 110 bps PAT HIGHLIGHTS PAT Margin Highest Ever Quarter 1 Revenue Registered Highest Ever Quarter 1 EBITDA*
Slide 11: IDL Explosives Ltd Near Term Strategy
IDL EXPLOSIVES LTD NEAR TERM STRATEGY Operational Strategy Unlocking incremental growth through renewed CIL eligibility Adding Defence explosives as another revenue stream Backward integration into key chemicals and energetics for Defence explosives Expanding the commercial explosives business while
Slide 12: OEM Supplier of Weapons
In the Under Water Mines we are the only company in India with complete offerings of Shallow Water, Deep Water and Limpet Mine offerings. OEM SUPPLIER OF WEAPONS 12 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 13: Multi Influence Ground Mines
MULTI INFLUENCE DAC APPROVAL HAS BEEN ACCORDED FOR MIGM ON 3rd JULY 2026 GROUND MINES ✓ We are the DcPP Partner of MIGM. FIRST INDIGENIZED MINE ✓ Program is entering production phase. ✓ From fibers to electronics and explosives, every aspect is executed in-house, enabling complete supply chain indep
Slide 14: Moored Mines
MOORED MINES FIRST INDIGENIZED MINE “A mine is a terrible thing that waits. It waits and waits till it destroys/damages a naval vessel or is destroyed by the naval mine hunters.” WHAT IS A MOORED MINE The Moored Mine is deployed where water is too deep for bottom mines and normally AoN HAS ALREADY B
Slide 15: Limpet Mines
GOI HAS IMPOSED AN EMBARGO ON LIMPET MINES ✓ Only we have demonstrated successful Trials in the industry. ✓ Mines of different weights have successfully completed all the trials. ✓ Entire Mine will be produced in-house, making us independent of the supply chain. ✓ Limpet Mines are entering the Produ
Slide 16: Real World Case - Strait of Hormuz
REAL WORLD CASE- STRAIT OF HORMUZ LIMPET MINES MOORED MINES Iran is believed to have had a pre-war stockpile of 5,000-6,000 mines. Disclaimer: AMS weapons have not been supplied in Iran- USA war. The MIGM picture is intended solely to demonstrate the capabilities and applications of the weapons for
Slide 17: Autonomous Naval Warfare
AUTONOMOUS NAVAL OUR EXPANDING AUTONOMOUS NAVAL PORTFOLIO WARFARE From unmanned surface boats to semi-submersible autonomous AUTONOMOUS BOAT SEMI-SUBMERSIBLE AUTONOMOUS vehicles UNDERWATER VEHICLE Unmanned surface vessels high-speed SAVIOR-ASW the Semi-Submersible autonomous boats developed as part
Slide 18: Anti Submarine Warfare Rockets
There is a critical need to advance the development of Anti-Submarine Warfare (ASW) rockets to effectively ANTI counter increasingly emerging and sophisticated underwater threats. SUBMARINE WARFARE ROCKETS • Because of the specialized nature of submarines, a distinct military strategy called anti-su
Slide 19: Aerial Bombs
AERIAL BOMBS • These Aerial Bombs are fitted onto Unmanned Areal Vehicles (Loitering Munitions) that are designed to provide unprecedented levels of flexibility and precision in modern warfare and will be delivered to inflict damage to the targets. • The Aerial Bombs can be used as Anti-personal / A
Slide 20: Medium Range Rockets
MEDIUM RANGE ROCKETS • Its compact form factor ensures compatibility with vehicle-mounted launch systems while maintaining the required aerodynamic stability, structural integrity, and operational effectiveness for counter-drone missions. • Ground to Air Launch developed for attacking Drones/ Swarm
Slide 21: Grad Rocket
GRAD ROCKET GRAD ROCKETS (8/) Successfully developed the 122mm rocket warhead inhouse. The BM-21 Grad Rockets (122 mm Global Integrate warheads and rocket motors that are indigenously develop by us. Standard) remain among the most widely demanded unguided rockets in the global defence market. Remain
Slide 22: Vehicle Mounted Counter Drone Systems
VEHICLE MOUNTED COUNTER DRONE SYSTEMS • Under Make II Category. • Can be deployed and used while moving rather than fixed at one location • Detects, tracks and or defeats hostile or unauthorized drones. • The trials will be initiated in this Financial Year. The image shown is for illustrative purpos
Slide 23: Directed Energy Weapons (DEW)
DIRECTED ENERGY WEAPONS (DEW) As the name suggests, they use high- Transfer of Technology for Multi-Channel 10 kW Laser Directed Energy powered lasers to inflict damage on targets. Compared to traditional weapons, which 01 Weapon System from DRDO-CHESS, Hyderabad, subject to execution of a Licensed
Slide 24: Sustainable Revenue
SUSTAINABLE REVENUE 24 43 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 25: We Are in an Industry with Significant Entry Barrier
WE ARE IN AN INDUSTRY WITH SIGNIFICANT ENTRY BARRIER: Hyderabad’s established High switching costs, reinforced 03 New companies may lack 05 defence ecosystem, the technical expertise and 01 by long-term partners early in a resources to independently proximity to key defence program by OEM. Since Swi
Slide 26: We Are Making Sustainable Business
WE ARE MAKING SUSTAINABLE BUSINESS A well-diversified business mix Exclusively developed Strong presence in niche defense proprietary systems create a across domains (Water, Air and segments with high technological competitive moat, eliminating Land), clients (DPSUs and Private barriers and limited
Slide 27: Protected and Driven by Innovation and Indigenization
PROTECTED AND DRIVEN BY INNOVATION AND INDIGENIZATION Our dedicated R&D team, comprising experienced engineers with 10% core expertise in embedded hardware and software development, 9% 9% 9% plays a pivotal role in our strategy. Their extensive knowledge spans Aerospace, Avionics, Space, Naval, On-B
Slide 28: Growing With Others
GROWING WITH OTHERS As a trusted partner of MoU partner to GRSE for joint Signed MoU with TCL for DRDO, we play key role development and supply of defense products. in various active defence advanced Weapons and Electronic programs. Systems. Approved Collaborative Signed MoU with Munitions Signed Mo
Slide 29: Ready to Serve the Country
READY TO SERVE THE COUNTRY READY TO SERVE THE COUNTRY We anticipate a sharp increase in our internal demand for explosives and propellants as several of our matured munition platforms will be entering large- scale production, including: Short and Medium Underwater Mines Range Rockets Other Critical
Slide 30: Financial Performance
FINANCIAL PERFORMANCE 30 43 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 31: Best Quarter 1 Performance Ever - Q1FY27 Standalone
BEST QUARTER 1 PERFORMANCE EVER- Q1FY27 STANDALONE FIGURES (All Figures in Millions) Revenue EBITDA (ex OI) 71% 116% 1,559 484 1,336 410 912 224 Q1FY25 Q1FY26 Q1FY27 Q1FY25 Q1FY26 Q1FY27 EBITDA Margin PAT Margin Highest Ever Quarter 1 Revenue Registered Highest Ever Quarter 1 EBITDA Achieved 31% 31%
Slide 32: Financial Highlights - Q1FY27 Consolidated
FINANCIAL HIGHLIGHTS- Q1FY27 CONSOLIDATED FIGURES (All Figures in Millions) Revenue from Operations EBITDA (ex Other Income) 88% 31% 676.4 2932.6 2512.9 537.3 409.4 1335.8 Q1FY25 Q4FY26 Q1FY27 Q1FY25 Q4FY26 Q1FY27 PAT 43% EBITDA Margin PAT Margin 31% Highest Ever Quarter 1 Revenue Registered Highest
Slide 33: Financial Highlights - Historical (Consolidated)
FINANCIAL HIGHLIGHTS- HISTORICAL (CONSOLIDATED FIGURES) (All Figures in Millions) Revenue from Operations 9043.2 EBITDA (ex Other Income) PAT 3.67x 2181.6 4.48x 5620.7 1292.1 3716.3 2975.3 838.7 2459.0 2431.9 640.9 2030.7 563.6 563.6 486.7 455.2 385.3 311.1 140.1 146.2 187.4 102.5 FY20 FY21 FY22 FY2
Slide 34: Financial Highlights - Historical
FINANCIAL HIGHLIGHTS- HISTORICAL (All Figures in Millions, otherwise stated) 800 R&D as a % of revenue 10% 725 Working Capital Days 700 9% 9% 626 8% 8% 8% 600 7% 540 527 7% 512 500 6% 6% 6% 413 400 5% 359 335 298 300 266 4% 3% 200 147 134 2% 100 1% 0 0% FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 F
Slide 35: Consolidated Income Statement - Q1FY27
CONSOLIDATED INCOME STATEMENT- Q1FY27 Particulars (Rs in Mn) Q1FY27 Q4FY26 Q1FY26 YoY Revenue from Operations 2512.9 2932.6 1335.8 88.1% Other Income 22.5 31.9 8.7 Total Revenue 2535.4 2964.5 1344.6 88.6% Total Expenses except Depreciation, Amortization and Finance Cost 1975.6 2256.1 926.5 EBITDA (e
Slide 36: Standalone Income Statement - Q1FY27
STANDALONE INCOME STATEMENT- Q1FY27 Particulars (Rs in Mn) Q1FY27 Q4FY26 Q1FY26 YoY Revenue from Operations 1558.9 2052.2 1335.8 16.7% Other Income 73.6 84.1 13.5 Total Revenue 1632.5 2136.3 1349.3 21% Total Expenses except Depreciation, Amortization and Finance Cost 1075.3 1448.3 926.0 EBITDA (ex O
Slide 37: Consolidated Income Statement - Historical
CONSOLIDATED INCOME STATEMENT – HISTORICAL Particulars (Rs in Mn) FY20 FY21 FY22 FY23 FY24 FY25 FY26 Revenue from Operations 2459.0 2030.7 2431.9 2975.3 3716.3 5620.7 9043.2 Other Income 16.0 6.4 7.6 8.2 18.3 28.9 62.7 Total Revenue 2475.0 2037.1 2439.5 2983.5 3734.6 5649.5 9106.0 Total Expenses exc
Slide 38: Consolidated Balance Statement - Historical
CONSOLIDATED BALANCE STATEMENT – HISTORICAL Key Balance Sheet Items(Rs in Mn) FY20 FY21 FY22 FY23 FY24 FY25 FY26 Equity Share Capital 207.6 207.6 207.6 207.6 282.4 306.5 357.3 Reserves 2751.6 2851.7 2992.7 3634.4 4909.8 5769.2 12724.9 Borrowings 132.0 162.2 1157.8 1436.5 2080.4 3353.5 5432.6 Other L
Slide 39: Consolidated Cashflow Statement - Historical
CONSOLIDATED CASHFLOW STATEMENT – HISTORICAL Particulars (Rs in Mn) FY20 FY21 FY22 FY23 FY24 FY25 FY26 Cash Flow From Operating Activities 469.1 73.8 431.8 -162.9 -784.9 102.4 -1297.6 Cash Flow From Investing Activities -186.9 -238.6 -243.0 -347.6 -587.9 -912.9 -3569.0 Cash Flow From Financing Activ
Slide 40: Business Overview
BUSINESS OVERVIEW 43 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED 40
Slide 41: The Road We Have Walked
THE ROAD WE HAVE WALKED Successfully configured First Indigenous Pay-Load Indigenous Automatic Started Offering Incorporated AMS Checkout System is supplied Launched Telemetry Launcher Controller for Indigenous Proprietary Company to ISRO replacing Legacy Products for ISRO AGNI Range of Missiles. Pr
Slide 42: Our Vision and Mission
OUR VISION AND MISSION To emerge as a world-class company Convert your and a unique solution provider with Concepts into Reality. Total Solutions Under One Roof. 42 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 43: Defence Weapons Manufacturer and Weapon Integrator
DEFENCE WEAPONS MUNUFACTURER AND WEAPON INTEGRATOR Established in 1985 and headquartered in Hyderabad, we are a leading multi disciplinary defence technology company and Tier-I Original Equipment Manufacturer (OEM). Building on 41 years of technological excellence, we are a fully integrated company
Slide 44: Business Model Canvas
BUSINESS MODEL CANVAS BUSINESS MODEL CANVAS Key Activities Key Resource Cost Structure We are a fully integrated A standardized definition R&D and Testing costs vary based company which focuses from is not applicable, as each on product mix & is substantial design, development, mass product is custo
Slide 45: Certifications and Licenses
CERTIFICATIONS AND LICENSES An AS 9100D & CEMILAC (Centre for Military Airworthiness & Certification) certified Organization CEMILAC CERTIFIED Centre for Military Airworthiness & Certification ISO 9001:2015 ISO 45001 ISO 27001 AS 9100D Quality Management System Occupational Health & Safety Informati
Slide 46: Our Marquee Clientele (1/2)
OUR MARQUEE CLIENTELE (1/2) We largely caters to / collaborates with the Ministry of Defence, Government controlled Public Sector Undertakings and Private Companies. 46 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 47: Our Marquee Clientele (2/2)
OUR MARQUEE CLIENTELE (2/2) We largely caters to / collaborates with the Ministry of Defence, Government controlled Public Sector Undertakings and Private Companies. and many more 47 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 48: Greenfield Expansion
GREENFIELD EXPANSION 01 Scaling Operations to 12x capacity. Total investment of INR 300 crores which also includes a land bank 02 of approx. 2,47,441 sq ft strategically located adjacent to Unit 3 at the Industrial Park, TSIIC Hardware Park, Phase 2, Hyderabad. The facility is planned to support the
Slide 49: Presence in All the Indigenized Missile Programmes
The requirement of missile systems is envisaged to grow significantly in the upcoming years with the induction of a large number of ships, submarines and aircrafts. PRESENCE IN ALL THE INDIGENIZED MISSILE PROGRAMMES 43 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED 49
Slide 50: Built Into Every Indigenized Missile
BUILT INTO EVERY INDIGENIZED MISSILE Apollo electronics and subsystems across nine missile categories Air to Surface Missile (ASM) Surface to Air Missile (SAM) Anti Radiation Missile VLSRAM (ASTRA Variant), AKASH / RUDRAM RUDRAM, STAR, NGRAM NGRAM, QRSAM, SANT, KUSHA Anti Tank Missile Anti Ship Miss
Slide 51: Built Into Every Indigenized Missile - Naval Programmes
BUILT INTO EVERY INDIGENIZED MISSILE Naval programmes — from nuclear submarines to expendable decoys Nuclear Submarine Arihant Aridhaman Torpedo TAL Varunastra Submarine Launched Torpedo ALWT EHWT Underwater Mine MIGM Moored Mines Expendable Decoys MAREECH MOHINI 51 Earnings Presentation June Quarte
Slide 52: Built Into Every Indigenized Missile - Bombs and Artillery
BUILT INTO EVERY INDIGENIZED MISSILE Bombs, artillery and advanced programmes Bombs Artillery Others TARA PINAKA RUSTOM UAV GARUTHMA GUIDED PINAKA VSHORAD AIR DEFENCE SYSTEM GARUDA ATAGS HYPERSONIC TECHNOLOGY DEMONSTRATOR VEHICLE LRGB 52 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS
Slide 53: Indigenized Missiles
INDIGENIZED MISSILES Ballistic, nuclear, anti-submarine and air-to-surface programmes PRALAY K4 SMART BALLISTIC MISSILE BALLISTIC MISSILE ANTI SUBMARINE MISSILE AGNI RUDRAM NUCLEAR MISSILE AIR TO SURFACE MISSILE 53 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 54: Indigenized Missiles
INDIGENIZED MISSILES Cruise and anti-ship programmes NIRBHAY SLCM CRUISE MISSILE CRUISE MISSILE NASM LRAHSM ANTI SHIP MISSILE ANTI SHIP MISSILE 54 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 55: Indigenized Missiles
INDIGENIZED MISSILES Surface-to-air programmes AKASH VLSRAM NGRAM SURFACE TO AIR MISSILE SURFACE TO AIR MISSILE SURFACE TO AIR MISSILE QRSAM SANT SURFACE TO AIR MISSILE SURFACE TO AIR MISSILE 55 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 56: Indigenized Missiles
INDIGENIZED MISSILES Anti-tank and anti-radiation programmes HELINA AMOGHA 2 NAG MPATGM ANTI TANK MISSILE ANTI TANK MISSILE ANTI TANK MISSILE ANTI TANK MISSILE STAR NGRAM RUDRAM ANTI RADIATION MISSILE ANTI RADIATION MISSILE ANTI RADIATION MISSILE 56 Earnings Presentation June Quarter 2026 | APOLLO M
Slide 57: Naval Programs
NAVAL PROGRAMS 43 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED 57
Slide 58: Naval Programs
NAVAL PROGRAMS UNDERWATER MINES NUCLEAR SUBMARINE MIGM MOORED MINES ARIHANT ARIDHAMAN UNDERWATER MINE UNDERWATER MINE NUCLEAR SUBMARINE NUCLEAR SUBMARINE 58 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 59: Naval Programs
NAVAL PROGRAMS TORPEDOES TAL ALWT VARUNASTRA TORPEDO TORPEDO TORPEDO Torpedo electronics heritage. Sensor, homing and onboard electronics for India's indigenous torpedo family, built on decades of DRDO underwater programme partnership. 59 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEM
Slide 60: Naval Programs
NAVAL PROGRAMS EXPENDABLE DECOYS SUBMARINE LAUNCHED TORPEDO MAREECH MOHINI EHWT EXPENDABLE DECOY SUBMARINE LAUNCHED TORPEDO EXPENDABLE DECOY Denial and deterrence. Expendable decoys protect fleet assets by seducing incoming torpedoes away from their targets, while the submarine launched heavy weight
Slide 61: Others
OTHERS 43 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED 61
Slide 62: Others
OTHERS OTHER PROGRAMMES HYPERSONIC TECHNOLOGY DEMONSTRATOR VEHICLE ADVANCED PROGRAMME RUSTOM UAV VSHORAD UNMANNED AERIAL VEHICLE AIR DEFENCE SYSTEM Beyond missiles. Participation extends across unmanned platforms, very short range air defence and India's hypersonic technology demonstrator programme.
Slide 63: Arms and Ammo
ARMS AND AMMO 43 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED 63
Slide 64: Arms and Ammunitions - Bombs
ARMS AND AMMUNITIONS BOMBS GARUTHMA-1000KG LRGB GARUDA-500KG TARA BOMB BOMB BOMB BOMB Aerial bomb family. From the 1000kg Garuthma and 500kg Garuda class to long range glide bombs and TARA, the aerial bomb portfolio spans conventional and precision guided delivery. 64 Earnings Presentation June Quar
Slide 65: Arms and Ammunitions - Artillery
ARMS AND AMMUNITIONS ARTILLERY PINAKA GUIDED PINAKA ATAGS ARTILLERY ARTILLERY ARTILLERY Rocket and gun artillery. Electronics and subsystems for the Pinaka multi-barrel rocket family — including its guided variant — and the Advanced Towed Artillery Gun System. 65 Earnings Presentation June Quarter 2
Slide 66: Change in the World Order - India
CHANGE IN THE WORLD ORDER INDIA 43 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED 66
Slide 67: Revenue Driver - Increasing Defence Budget (1/7)
NATIONS ARE Revenue Driver- INCREASING DEFENCE BUDGET GEARING UP (1/7) World military expenditure rose by $2887 billion in 2025. (2.9 % YoY Spike) 2.5 % of GDP in 2025. Europe total military spending reached $864 billion (2025) (14% YoY Increase) The five biggest spenders in 2025 were the United Sta
Slide 68: Revenue Driver - Increasing Defence Budget (2/7)
NATIONS ARE Biggest Spender – The USA Accounting 33.33% of all military spending (2025) Revenue Driver- INCREASING DEFENCE BUDGET GEARING UP (2/7) The USA spent 2.8 times as much on the military as China (2025) World’s 2nd Largest Military Spender- China China maintained 12% of global spending Accou
Slide 69: Increasing Proliferation and Use of Missiles (3/7)
INCREASING PROLIFERATION AND USE OF MISSILES (3/7) Owning to ongoing conflicts, inventory replenishment, operational readiness, changing geopolitical scenarios, as nations seek to safeguard sovereignty through enhanced defence capabilities and self-reliance in critical weapon systems. Also, It has o
Slide 70: Changing Geopolitics (4/7)
CHANGING An estimated 3912 of those warheads were deployed with missiles and aircraft and the rest GEOPOLITICS(4/7) were in central storage. Around 2100 of the deployed warheads were kept in a state of high operational alert on ballistic missiles. Nearly all of these warheads belonged to Russia or t
Slide 71: USA Approach and Priorities (5/7)
The Department of War is addressing USA APPROACH AND challenges in ordering thousands of additional missile interceptors and long-range strike missiles. PRIORITIES (5/7) 89 71 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 72: Speed for Sovereignty (6/7)
SPEED FOR SOVEREIGNTY (6/7) EU MEMBER STATES USA OTHERS 72 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 73: Nations Are Gearing Up (7/7)
NATIONS ARE GEARING UP (7/7) Global military expenditure distribution and share as a % of GDP 73 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 74: India Defence Sector Key Trends (1/10)
INDIA DEFENCE SECTOR KEY TRENDS (1/10) 74 Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED
Slide 75: India Defence Sector Key Trends (2/10)
INDIA DEFENCE SECTOR All Figures in INR Crores KEY TRENDS (2/10) Capital Acquisition Outlay 250,000 55% 3.05x Capital Outlay as a % of Defence Budget 219,306 50% 200,000 29% 180,001 29% 40% 159,501 154,256 28% 150,000 142,939 134,306 137,986 30% 27% 111,093 26% 100,000 22% 21% 20% 26% 71,674 26% 13%
Slide 76: India Defence Sector Key Trends (3/10)
INDIA DEFENCE SECTOR All Figures in INR Crores KEY TRENDS (3/10) Composition of Capital Acquisition Outlay Breakup of Total Capital Acquisition Outlay 100% Domestic Capital Procurement RE Foreign Capital Procurement RE Others 90% Land 80% 89% Special Projects 70% Technology 72% 60% 67% 64% 65% Joint
Slide 77: India Defence Sector Key Trends (4/10)
INDIA DEFENCE SECTOR KEY TRENDS (4/10) % Defence Service Estimates on Navy capital outlay Breakup of Total Capital Outlay in Modernization % Defence Service Estimates on airforce capital outlay % Domestic Contribution % Foreign Contribution % Defence Service Estimates on army capital outlay 89% 84%
Slide 78: India Defence Sector Key Trends (5/10)
INDIA DEFENCE SECTOR KEY TRENDS (5/10) Composition of Defence Production Composition of Export Production Pvt Cos SCOMET Issued by DGFT Contract Value and Another Export by DPSU DPSUs Contri in Total Defence Production Other PSUs/JV Contri in Total Defence Production 91% Pvt Companies Contri in Tota
Slide 79: India Defence Sector Key Trends (6/10)
INDIA DEFENCE SECTOR KEY TRENDS (6/10) Composition of Capital Acquisition Outlay among Services* FY24 FY25 FY26 Army Army Army, 17% 19% 23% Air Force Air Force, 39% Air Force 41% 39% Navy, 43% Navy Navy 36% 41% Joint Staff Joint Staff 0% 1% *excludes other than Capital Acquisition and DRDO, DGQA etc
Slide 80: Markets with Macro Tailwinds Provide Considerable Growth Opportunities (7/10)
MARKETS WITH MACRO TAILWINDS PROVIDE CONSIDERABLE GROWTH OPPORTUNITIES (7/10) The Budget gives a strong thrust to Aatmanirbhar Bharat (Self-reliant India) by promoting indigenous manufacturing and reducing import dependence. Domestic defence industries, including private sector players, are key bene
Slide 81: Markets with Macro Tailwinds Provide Considerable Growth Opportunities (8/10)
MARKETS WITH MACRO TAILWINDS PROVIDE CONSIDERABLE GROWTH OPPORTUNITIES (8/10) India ranks approximately 4th to 7th globally in missile technology, excelling in ICBMs, cruise missiles, and ABM systems, with hypersonic advancements closing gaps with leaders. Its indigenous focus and strategic deployme
Slide 82: Markets with Macro Tailwinds Provide Considerable Growth Opportunities (9/10)
MARKETS WITH MACRO TAILWINDS PROVIDE CONSIDERABLE GROWTH OPPORTUNITIES (9/10) 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 secto
Slide 83: Hyderabad, India's Defence Fortress (10/10)
HYDERABAD, INDIA’S DEFENCE FORTRESS (10/10) G l BECAUSE OF o Conducive Ecosystem supported by deep domain b expertise, strong institutional backing and globally a competitive manufacturing capabilities l B • World class infrastructure • Network of over 1500 MSMEs u • Presence of DRDO, DPSUs and glob
Slide 84: Leadership with Long Term Commitment
LEADERSHIP SKIN WITH LONG IN THE GAME/ LEADERSHIP- LED WITH LONG TERM COMMITMENT TERM COMMITMENT Mr. Baddam Karunakar Reddy Mr. Addepalli Krishna Sai Kumar Mr. Chandrapati Venkata Siva Prasad (Managing Director) (Whole Time Director- Operations) (Whole Time Director- Technical) He founded Apollo Mic
Slide 85: Earnings Call Invite Q1FY27
EARNINGS CALL INVITE Q1FY27 We are announcing our results for the quarter ended June 30th 2026, on 8th Aug 2026. Following the announcement, the management team will host a conference call for investors and analysts on Aug 8th 2026, at 6:00 PM IST. The call will commence with a brief discussion on t
Slide 86: Safe Harbor
SAFE HARBOR This presentation and the accompanying slides (the “Presentation”), which have been prepared by Apollo Micro Systems Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation, directly or indirectly, in any manne
Slide 87: Investor Relation and Media Contact
Email: investors.relations@apollo-micro.com Investor Relation and Media Contact Contact Number: +91 72888 92228 Earnings Presentation May 2026 | APOLLO MICRO SYSTEMS LIMITED 87
Apollo Micro Systems — Q1 FY2027 Earnings Presentation on 6ix