Defence multibagger Apollo Microsystems shares edged greater in commerce; what drove the rally?

Apollo Microsystems share worth: Shares of Apollo Microsystems Ltd, a Hyderabad-based defence know-how firm, rose practically 2 per cent to Rs 173.19 apiece in Monday’s commerce following its Q1FY26 outcomes and the announcement of a first-ever export order price $13.37 million (Rs 113.81 crore). The inventory noticed renewed investor curiosity after the trade submitting on August 4 highlighted robust operational efficiency and a key milestone in its world enlargement technique.

Q1FY26 earnings highlights 

Apollo Microsystems reported a 110 per cent year-on-year (YoY) bounce in web revenue, which surged to Rs 176.8 million from Rs 84.3 million in the identical quarter final yr.

• Income stood at Rs 1,335.8 million, up 46 per cent YoY from Rs 912 million.

• EBITDA rose 83 per cent YoY to Rs 409.4 million, from Rs 223.7 million.

• EBITDA margin improved by 600 foundation factors to 31 per cent.

• PAT margin expanded by 400 foundation factors to 13 per cent, each YoY and sequentially.

The administration attributed the earnings development to well timed execution of its robust order ebook and transition of high-value defence techniques into manufacturing.

Export order particulars

Apollo Microsystems introduced its first worldwide defence export order price $13.37 million. The corporate stated this marks a strategic milestone in increasing its world footprint. “This achievement displays the belief worldwide purchasers place in our capabilities. It reaffirms our dedication to unlocking development alternatives in new markets,” Apollo Microsystems stated in a regulatory assertion.

Inventory efficiency

The inventory noticed a ten per cent dip within the final month. Apollo Microsystems has delivered over 48 per cent positive factors within the final three months, pushed by robust enterprise momentum. Over a five-year horizon, the inventory has delivered a 1,298 per cent return, establishing itself as a multibagger within the defence area.

Investor Outlook

With a robust order pipeline, growing deal with indigenisation, and now a footprint within the export market, Apollo Microsystems is positioning itself as a key participant in India’s Make in India and defence export narratives.

Analysts stay optimistic on the corporate’s earnings trajectory, given the increasing margin profile, strategic wins, and operational effectivity.