Apollo Micro Systems Ltd. · NSE:APOLLO

Apollo Micro Systems — Q1 FY26 Earnings Presentation

82 slides from Apollo Micro Systems's earnings presentation, Jul 28, 2025

  1. Slide 1: Cover letter to stock exchanges

    Date: 28th July, 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 I

  2. Slide 2: Investor Presentation Q1FY26

    APOLLO MICRO SYSTEMS LTD We Commit, We Deliver Delivering Our Strongest First Quarter Performance FROM CONCEPT TO MASS PRODUCTION INVESTOR PRESENTATION: Q1FY26 BSE: 540879 NSE: APOLLO 1

  3. Slide 3: 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

  4. Slide 4: Inside the Presentation

    INSIDE THE PRESENTATION • Our Journey • Products Portfolio • Management Commentary • Our Vision and Mission • Applications of • Grateful for the Opportunity • Organizational Structure products and services • Successful Response of the • Legacy of Trust & Vision for offerings Aeroshow Atmanirbhar Bha

  5. Slide 5: The Road We Have Walked

    THE ROAD WE HAVE WALKED 1985 2000 2010 2021 2025 Successfully configured Entered RF & Microwave Incorporated AMS First Indigenous Pay-Load Indigenous Automatic designs through Acquired IDL Proprietary Company Checkout System is supplied Launcher Controller for acquisition of an Explosives Ltd offeri

  6. Slide 6: Our Vision and Mission

    OUR VISION AND MISSION VISION MISSION To emerge as a world-class Convert your company and a unique solution Concepts into Reality provider with total solution under one roof Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 5

  7. Slide 7: Organisational Structure as a Group

    ORGANISATIONAL STRUCTURE AS A GROUP Apollo Defence Industries Private Ananya SIP RF Technologies Apollo Limited, incorporated on September Private Limited is a subsidiary of Micro Systems 21st 2023, is a subsidiary of Apollo Apollo Micro Systems Limited that Micro Systems Limited. specializes in the

  8. Slide 8: Highlights

    HIGHLIGHTS Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 7

  9. Slide 9: Legacy of Trust, Vision for Atmanirbhar Bharat

    LEGACY OF TRUST, VISION FOR ATMANIRBHAR BHARAT PAT CAGR EBITDA 29% 53% 2021-2025 (ex Other Income) CAGR Revenue 35% 2021-2025 CAGR 2021-2025 21% EBITDA Margin (ex Other Income) 2021-2025 D/E Average 5 years 0.3 2021-2025 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 8

  10. Slide 10: Q1FY26 Highlights - Ready for Another Leap

    Q1FY26 HIGHLIGHTS- READY FOR ANOTHER LEAP First Export Order Secured – USD 13.37 Million (approx ₹113.81 crores) 01 This first milestone order is for the development of an advanced Avionic System, designed to serve both civil and military aircraft platforms. Successful Capital Raise via Preference R

  11. Slide 11: The Big Picture - Indigenization

    THE BIG PICTURE- INDIGINIZATION We Indigenize- Systems/ Subsystems/ Weapons. India Builds Its Own Future. RFP Type to name some Presence in all Make 1 Program 150+ Missiles Programs Indigenous Make 2 Program Program IDMM Presence in all 700+ Participation Buy Indian NAVAL Warfare On board Buy and Ma

  12. Slide 12: Business Overview

    BUSINES OVERVIEW 11 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  13. Slide 13: We Make Weapons Smart

    WE MAKE WEAPONS SMART • Apollo Micro Systems Limited (AMS), established in 1985 and headquartered in Hyderabad, is a leading technology provider of high- performance, mission-critical solutions for the defence sector. The company specializes in electronic, electromechanical, and engineering design,

  14. Slide 14: Business Model Canvas

    BUSINESS MODEL CANVAS Key Activities Key Resource Cost Structure We focus on the design and A standardized definition R&D and Testing costs vary based development of defense is not applicable, as each on product mix & is substantial products, followed by scaled product is customized to Semiconductor

  15. Slide 15: 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 Sector clients. Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 14

  16. Slide 16: 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 Sector clients. 15 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  17. Slide 17: Certifications

    CERTIFICATIONS AMS is ISO 9001:2015 & CEMILAC (Centre for Military Airworthiness & Certification) certified Organization. CEMILAC CERTIFIED Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 16

  18. Slide 18: Greenfield and Brownfield Expansion - Scaling to 3X Capacity

    GREENFIELD AND BROWNFIELD EXPANSION- SCALING OPERATIONS TO 3X CAPACITY 55,000 sq ft, Hyderabad 3,50,000 sq ft, Hyderabad, • Our manufacturing units are located in Hyderabad with its I D A M a l l a p u r, U n i t - I Hardware Park-II, Unit- III lab area confirming electrostatic discharge requirement

  19. Slide 19: Our Dedicated R&D

    OUR DEDICATED R&D- DRIVEN BY INNOVATION AND INDIGENISATION DNA In FY25, our rigorous efforts in Research and Development culminated in the successful development of Aerial Bombs, Underwater Acoustic Sensors, Critical Actuation Systems, Secured Data links and many other products. • Our dedicated R&D

  20. Slide 20: Indigenization and Modernisation of Defence Ecosystem: Missiles

    INDIGENIZATION AND MODERNISATION OF DEFENCE ECOSYSTEM MODE MISSILES INDIGINISED Air to Surface RUDRAM Missile (ASM) Surface to Air VLSRAM (ASTRA VARIANT), Missile (SAM) AKASH/ NGRAM,QRSAM,SANT Anti Radiation RUDRAM, STAR, NGRAM Missile Anti Tank NAG, AMOGHA 2, HELINA, Missile IMPATGM Anti Ship LRAHS

  21. Slide 21: Naval Programs Indigenised

    INDIGENIZATION AND MODERNISATION OF DEFENCE ECOSYSTEM TYPE PROGRAMS INDIGENISED NULEAR SUBMARINE Arihant Aridhaman NAVAL PROGRAMS TORPEDO TAL Varunastra ALWT SUBMARINE LAUNCHED EHWT TORPEDO UNDERWATER MIGM MINE Moored Mines EXPANDABLE MAREECH DECOYS MOHINI 20 Investor Presentation July 2025 | APOLLO

  22. Slide 22: Artillery and Bombs Programs

    INDIGENIZATION AND MODERNISATION OF DEFENCE ECOSYSTEM PROGRAMS INDIGENISED TARA BOMBS GARUTHMA GARUDA LRGB PINAKA ARTILLERY GUIDED PINAKA ATAGS Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 21

  23. Slide 23: Other Programs

    INDIGISATION AND MODERNISATION OF DEFENCE ECOSYSTEM PROGRAMS INDIGINISED RUSTOM UAV VSHORAD AIR DEFENCE SYSTEM OTHERS HYPERSONIC TECHNOLOGY DEMONSTRATOR VEHICLE Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 22

  24. Slide 24: Missile Programs

    MISSILE PROGRAMS Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 23

  25. Slide 25: Air to Surface, Nuclear, Anti Submarine, Ballistic Missiles

    AIR TO SURFACE NUCLEAR MISSILE ANTI SUBMARINE MISSILE AGNI SMART BALLISTIC MISSLE K4 PRALAY Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 24

  26. Slide 26: Cruise Missile and Anti Ship Missile

    CRUISE MISSILE ANTI SHIP MISSILE NIRBHAY NASM SLCM LRAHSM Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 25

  27. Slide 27: Surface to Air Missile

    SURFACE TO AKASH AIR MISSILE VLSRAM NGRAM QRSAM SANT 26 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  28. Slide 28: Anti Radiation Missile

    ANTI RADIATION MISSILE NGRAM STAR Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 27

  29. Slide 29: Anti Tank Missile

    ANTI TANK MISSILE AMOGHA 2 HELINA NAG MPATGM Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 28

  30. Slide 30: Naval Programs

    NAVAL PROGRAMS 29 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  31. Slide 31: Nuclear Submarine, Under Water Mines

    NUCLEAR SUBMARINE UNDER WATER MINES ARIHANT MIGM ARIDHAMAN MOORED MINE 30 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  32. Slide 32: Torpedoes

    TORPEDOES TAL ALWT VARUNASTRA 31 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  33. Slide 33: Expendable Decoys, Submarine Launched Torpedoes

    MOHINI EXPENDABLE DECOYS C303 MAREECH SUBAMRINE LAUNCHED TORPEDOES EHWT Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 32

  34. Slide 34: Others

    OTHERS 33 Investor Presentation May 2025 | APOLLO MICRO SYSTEMS LIMITED

  35. Slide 35: Others

    OTHERS VSHORAD AIR DEFENCE SYSTEM RUSTOM UAV HYPERSONIC TECHNOLOGY DEMONSTRATOR VEHICLE Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 34

  36. Slide 36: Arms and Ammo

    ARMS AND AMMO Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 35

  37. Slide 37: Bombs

    BOMBS LRGB TARA Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 36

  38. Slide 38: Artillery

    ARTILLERY ATAGS PINAKA GUIDED PINAKA 37 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  39. Slide 39: Fortifying Our Product Profile in Inhouse Developed Weapon Systems (1/2)

    FORTIFYING OUR PRODUCT PROFILE IN INHOUSE DEVELOPED WEAPON SYSTEMS (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 Rockets Medi

  40. Slide 40: Fortifying Our Product Profile in Munitions Systems (2/2)

    FORTIFYING OUR PRODUCT PROFILE IN MUNITIONS SYSTEMS (2/2) Awarded Transfer of Technology (TOT) by the Defence Research and Development Organisation (DRDO) in Explosive Warheads for Ulpgm- V2 (UAV Launched Precision Guided Missile V2) Exploder Mechanism for Naval Warheads Prachand Munition Hardware E

  41. Slide 41: Application of Products and Services Offerings (1/2)

    APPLICATION OF PRODUCTS AND SERVICES OFFERINGS (1/2) GROUND DEFENCE AVIONICS 40 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  42. Slide 42: Application of Products and Services Offerings (2/2)

    APPLICATION OF PRODUCTS AND SERVICES OFFERINGS (2/2) 41 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  43. Slide 43: Industry Overview

    INDIA- YEAR OF REFORMS INDUSTRY OVERVIEW 42 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  44. Slide 44: Nations Are Gearing Up (1/4)

    NATIONS ARE GEARING UP (1/4) • Global military expenditure increased to $2718 billion in 2024, the 10th year of consecutive rises. The world’s 15 largest spenders in 2024 all increased their military expenditure. The global military burden—the share of global gross domestic product (GDP) devoted to

  45. Slide 45: Nations Are Gearing Up (2/4)

    NATIONS ARE GEARING UP (2/4) • Military expenditure in the Middle East reached an estimated $243 billion in 2024, an increase of 15% from 2023 and 19% more than in 2015 • China continues military build-ups China, the world’s second largest military spender, increased its military expenditure by 7.0%

  46. Slide 46: Nations Are Gearing Up (3/4)

    NATIONS ARE GEARING UP (3/4) • A build-up of missile arsenals in Europe There is a growing demand for missiles in Europe to replace those supplied to Ukraine as well as to expand stockpiles in line with the prevailing threat environment and to address perceived gaps in capabilities through the devel

  47. Slide 47: Nations Are Gearing Up (4/4)

    NATIONS ARE GEARING UP (4/4) Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 46

  48. Slide 48: Markets with Macro Tailwinds (1/5)

    MARKETS WITH MACRO TAILWINDS PROVIDE CONSIDERABLE GROWTH OPPORTUNITIES (1/5) Stories in Chart Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 47

  49. Slide 49: Markets with Macro Tailwinds (2/5)

    MARKETS WITH MACRO TAILWINDS PROVIDE CONSIDERABLE GROWTH OPPORTUNITIES (2/5) All Figures in INR Crores Stories in Chart Capital Acquisition Outlay Domestic Capital Procurement RE Foreign Capital Procurement RE 2.51x 89% 180,001 159,501 154,256 72% 142,939 67% 137,986 64% 65% 134,306 63% 61% 60% 58%

  50. Slide 50: Markets with Macro Tailwinds (3/5)

    MARKETS WITH MACRO TAILWINDS PROVIDE CONSIDERABLE GROWTH OPPORTUNITIES (3/5) Stories in Chart FY24 FY25 100% Army 90% Army 19% 23% 80% Others Air Force 70% Land Air Force 39% 41% Special Projects 60% Technology Joint Staff 50% Heavy and Medium Vehicles Naval Dockyard/projects 40% Construction Works

  51. Slide 51: Markets with Macro Tailwinds (4/5) India

    MARKETS WITH MACRO TAILWINDS PROVIDE CONSIDERABLE GROWTH OPPORTUNITIES (4/5) India In pursuance of Prime Minister Shri Narendra Modi-led Government’s vision of ‘Viksit Bharat @ 2047’ with technologically-advanced and ‘Aatmanirbhar’ Armed Forces, Union Budget of India has made a provision of Rs 6,81,

  52. Slide 52: Markets with Macro Tailwinds (5/5)

    MARKETS WITH MACRO TAILWINDS PROVIDE CONSIDERABLE GROWTH OPPORTUNITIES (5/5) Triggers • In recent years, the global geopolitical landscape has witnessed multiple instances of armed conflict and rising tensions, including but not limited to the Russia–Ukraine war, Armenia–Azerbaijan conflict, China–T

  53. Slide 53: Markets with Macro Tailwinds (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

  54. Slide 54: Markets with Macro Tailwinds (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

  55. Slide 55: Inorganic Growth

    INORGANIC GROWTH 54 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  56. Slide 56: Recent Strategic Acquisition - Unlocking Value

    RECENT STRATEGIC ACQUISITION- UNLOCKING VALUE Apollo Defence Industries Pvt Ltd (ADIPL), a subsidiary of Apollo Micro Systems Ltd, has entered into a Share GOCL Corporation Limited (GOCL), formerly Gulf Oil Corporation The acquired entity possesses a substantial land bank Purchase Agreement to acqui

  57. Slide 57: Our Circle of Competence

    OUR CIRCLE OF COMPETENCE 56 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  58. Slide 58: Our Strategic Attributes (1/3)

    OUR STRATEGIC ATTRIBUTES (1/3) Backward and forward integration enabled through greenfield and brownfield expansions, along with a recent acquisition High Entry Barrier Strong Order Book Pipeline Entering production unlocks economies of scale First Company to contribute to Indian Weapon Systems. Sig

  59. Slide 59: Our Strategic Attributes (2/3)

    OUR STRATEGIC ATTRIBUTES (2/3) Growing Organically and Inorganically R&D as a % of revenue in FY25 stood at 6% Advancing from a Tier 2/3 to Tier 1 supplier Diversification of sectors, clients and geographies Participation in complex Tenders Presence in niche sectors with products where competition i

  60. Slide 60: Our Strategic Attributes (3/3)

    OUR STRATEGIC ATTRIBUTES (3/3) Hold a strategic advantage in the naval domain, with a strong presence across all indigenously developed Torpedo programs Only publicly listed Tier-1 electronics designer with varied technological spectrum Exclusively developed proprietary systems create a of Weapon el

  61. Slide 61: Drivers, Financial Resilience, Reinforcing Momentum (1/2)

    DRIVERS, FINANCIAL RESILIENCE, REINFORCING MOMENTUM (1/2) Exports gaining momentum demonstrated growth in both Atmanirbhar Bharat- Making 01 02 03 04 topline and bottom line, with bottom line growth (53%) outpacing Defence sector sustainable that of the topline (29%). Expansion in margins Operating

  62. Slide 62: Drivers, Financial Resilience, Reinforcing Momentum (2/2)

    DRIVERS, FINANCIAL RESILIENCE, REINFORCING MOMENTUM (2/2) CFO in FY25 stood at INR 11.27 crores Technical Expertise Long Term Borrowings stood at INR evidenced through Moored Mines, 05 06 07 08 70 crores in FY25 MIGM, rockets, ULPGM etc Working Capital Cycle days reduced from 600 days in FY24 to 445

  63. Slide 63: Driving Mutual Growth

    DRIVING MUTUAL GROWTH 62 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  64. Slide 64: Public Sector Partnerships: Driving Mutual Growth

    PUBLIC SECTOR PARTNERSHIPS: DRIVING MUTUAL GROWTH Signed MoU with Munitions India Ltd for identified select opportunities • Approved Collaborative R&D Partner for Bharat Electronics Limited Signed MOU with TCL for defense products • Participation in 60+ programmes of DcPP as sub-system partner • As

  65. Slide 65: Financial Performance

    FINANCIAL PERFORMANCE Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED 64

  66. Slide 66: Delivering on Every Promise - FY25

    DELIVERING ON EVERY PROMISE- FY25 Topline Growth of 45%-50% Achieved Topline Growth of 51% Achieved EBITDA Margin* 24% EBITDA Margin* 22%-23% * Includes Other Income 65 Investor Presentation July 2025 | APOLLO MICRO SYSTEMS LIMITED

  67. Slide 67: Financial Highlights - Q1FY26 (Consolidated)

    FINANCIAL HIGHLIGHTS- Q1FY26 (CONSOLIDATED FIGURES) (All Figures in Millions) Revenue from Operations EBITDA (ex Other Income) PAT 46% 83% 110% 1617.7 409.4 176.8 359.9 1335.8 139.6 912.0 223.7 84.3 Q1FY25 Q4FY25 Q1FY26 Q1FY25 Q4FY25 Q1FY26 Q1FY25 Q4FY25 Q1FY26 EBITDA Margin PAT Margin EBITDA Margin

  68. Slide 68: Financial Highlights - Historical (Consolidated)

    FINANCIAL HIGHLIGHTS- HISTORICAL (CONSOLIDATED FIGURES) (All Figures in Millions) 2.28x 6000.0 5620.7 2.65x 1400.0 1292.1 5000.0 Revenue from Operations 1200.0 EBITDA (ex Other Income) PAT 4000.0 3716.3 1000.0 838.7 2975.3 800.0 3000.0 640.9 2459.0 2431.9 2030.7 600.0 563.6 486.7 455.2 2000.0 385.3

  69. Slide 69: Financial Highlights - Historical

    FINANCIAL HIGHLIGHTS- HISTORICAL (All Figures in Millions, otherwise stated) 2.5x Working Capital Cycle Days 661 R&D 335.2 579 600 297.9 543 266.1 507 445 147.5 134.1 FY21 FY22 FY23 FY24 FY25 FY20 FY21 FY22 FY23 FY24 FY25 Interest Coverage Ratio Inventory Days Receivable Days Payable Days 3.3 189 24

  70. Slide 70: Consolidated Income Statement - Q1FY26

    CONSOLIDATED INCOME STATEMENT- Q1FY26 Particulars (Rs in Mn) Q1FY26 Q4FY25 QoQ Q1FY25 YoY Revenue from Operations 1335.8 1617.7 -17% 912.0 46% Other Income 8.7 7.3 5.8 Total Revenue 1344.6 1625.0 -17% 917.8 46% Total Expenses except Depreciation, Amortization and Finance Cost 926.5 1257.8 688.3 EBIT

  71. Slide 71: Consolidated Income Statement - Historical

    CONSOLIDATED INCOME STATEMENT - HISTORICAL Particulars (Rs in Mn) FY20 FY21 FY22 FY23 FY24 FY25 Revenue from Operations 2459.0 2030.7 2431.9 2975.3 3716.3 5620.7 Other Income 16.0 6.4 7.6 8.2 18.3 28.9 Total Revenue 2475.0 2037.1 2439.5 2983.5 3734.6 5649.5 Total Expenses except Depreciation, Amorti

  72. Slide 72: Consolidated Balance Statement - Historical

    CONSOLIDATED BALANCE STATEMENT - HISTORICAL Key Balance Sheet Items (Rs in Mn) FY20 FY21 FY22 FY23 FY24 FY25 Equity Share Capital 207.6 207.6 207.6 207.6 282.4 306.5 Reserves 2751.6 2851.7 2992.7 3634.4 4909.8 5769.2 Borrowings 132.0 162.2 1157.8 1436.5 2080.4 3353.5 Other Liabilities 990.7 1313.2 3

  73. Slide 73: Consolidated Cashflow Statement - Historical

    CONSOLIDATED CASHFLOW STATEMENT - HISTORICAL Particulars (Rs in Mn) FY20 FY21 FY22 FY23 FY24 FY25 Cash Flow From Operating Activities 469.1 73.8 431.8 -162.9 -784.9 112.7 Cash Flow From Investing Activities -186.9 -238.6 -243.0 -347.6 -587.9 -952.4 Cash Flow From Financing Activities -360.3 165.1 -1

  74. Slide 74: Update on Corporate Actions

    UPDATE ON CORPORATE ACTIONS CAPEX PREFERENCE • Unit 2 is scheduled to commence manufacturing operations in Q2 FY26. • Successful fundraising via preference round • Unit 3 will be developed in phases, with Phase 1 marking a strong vote of confidence from our expected to begin operations in September

  75. Slide 75: Ready to Serve the Country

    READY TO SERVE THE COUNTRY We anticipate a sharp increase in AMS’s internal demand for explosives and propellants as several of our matured munition platforms will be entering large-scale production, including: 1. Underwater Mines 2. Anti-Submarine Warfare Rockets 3. Short- and Medium-Range Rockets

  76. Slide 76: Strategy for Years Ahead

    STRATEGY FOR YEARS AHEAD • We aim to strengthen our R&D foundation to drive innovation and develop cutting-edge technologies in defence and strategic electronics. An allocation of INR 100 Crores has been Strengthening core R&D earmarked for FY26. Pursue Large Ticket Size • Focus on pursuing large Va

  77. Slide 77: Management Commentary

    MANAGEMENT COMMENTARY Mr. Baddam Karunakar Reddy, Managing Director, Apollo Micro Systems Limited, said: “I’m pleased to share that Apollo Micro Systems has commenced FY26 with exceptional momentum, delivering our strongest-ever Q1 performance — a clear reflection of our strategic focus, operational

  78. Slide 78: Grateful for the Opportunity and Proud to Contribute

    GREATFUL FOR THE OPPORTUNITY AND PROUD TO CONTRIBUTE (1/2) • DRDO & Indian Navy conduct combat firing (with reduced explosive) of indigenous Multi-Influence Ground Mine. • Other nations that have developed seabed mines similar to DRDO’s MIGM include the United States, Russia, China, and Italy. With

  79. Slide 79: Successful Response in the Aeroshow

    SUCCESSFUL RESPONSE IN THE AEROSHOW Aero India is a premier event in the aerospace and defense industry, and our participation aligns with our strategic goals. It provides an excellent platform to showcase our products, engage with key stakeholders, and strengthen business partnerships . We have sig

  80. Slide 80: Setting the Record Straight

    SETTING THE RECORD STRAIGHT Dilution of Equity- All equity dilution to date has been strategic and prudent. The current round is intended to reinvest in the business, with a focus on leveraging growth opportunities in the defence sector. Quarterly Result Is Not The Correct Yardstick- In a business d

  81. Slide 81: Skin in the Game / Leadership-Led with Long Term Commitment

    SKIN IN THE GAME/ LEADERSHIP- LED WITH LONG 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 Micro Systems in 1985 and He is an Engin

  82. Slide 82: 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 Rangareddy Telangana 500076 Email: investors.relations@apollo-micro.com +91 72888 92228 https://x.com/apollo_micro?t=ciDytB8PmvlekK

Apollo Micro Systems — Q1 FY26 Earnings Presentation on 6ix