Jun 13
Went through the Apollo Micro Systems Q4 FY26 concall.
Key highlights:
✅ Revenue up 61% YoY
✅ PAT up 91% YoY
✅ Order book at ₹1,432 Cr
✅ ₹72 Cr invested in R&D
✅ Management expects similar growth momentum in FY27 & FY28
✅ Large opportunities in naval mines, ammunition, exports & defense electronics
Sharing a quick infographic of the key takeaways 👇
PS : Not a recommendation. Investing in equities involves risk, including the possibility of permanent capital loss. Please do your own due diligence before making any investment decisions.
Already invested so possibly biased.
#ApolloMicroSystems #DefenceStocks #Nifty
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Jun 13
🔔 Stock watch: Apollo Micro Systems
Could This Be the Next Big Defence Compounder?
India’s defence manufacturing story is still in its early innings, and one company that caught my attention which continues to execute exceptionally well is Apollo Micro Systems.
Why it stands out:
• Designs and manufactures mission-critical defence electronics, aerospace systems, avionics, underwater systems, weapon-control systems and military hardware.
• FY26 revenue surged 61% YoY to ₹904 crore while PAT jumped 91% YoY to ₹107 crore, delivering record annual performance.
• Q4 FY26 revenue grew 81% YoY while PAT surged 163% YoY, reflecting strong operating leverage and execution.
• Acquired IDL Explosives, expanding into defence-grade explosives, propellants and warhead systems.
• Received licence approvals for UAV manufacturing and secured export orders, opening new growth avenues.
• Beneficiary of India’s push for defence indigenisation, rising defence budgets and increasing exports.
What I like:
✓ Defence Aerospace theme
✓ Explosive earnings growth
✓ Expanding capabilities through acquisitions
✓ Entry into UAVs and exports
✓ Massive long-term opportunity from Atmanirbhar Bharat
Key risks:
• Promoter pledge levels remain elevated and require monitoring.
• Working capital intensity is high, with long receivable cycles typical of defence businesses.
• After a sharp stock price run-up, valuation expectations have increased significantly.
Defence Electronics Aerospace UAVs Import Substitution Defence Exports
Apollo Micro Systems has already created enormous wealth for shareholders, but if management continues executing and India’s defence manufacturing ecosystem keeps expanding, the runway may still be much longer than many investors currently assume.
(Not a recommendation. Please do your own research & analysis after acquiring good knowledge)
#ApolloMicroSystems #DefenceStocks #DefenceManufacturing #MakeInIndia #AtmanirbharBharat #SmallCaps #IndianStockMarket #WealthCreation #Multibagger #FundamentalAnalysis #Investing
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Jun 12
3 years. One channel. Zero breaks.
#APOLLOMICRO has respected this rising channel like clockwork.
Sep 2025: Upper band rejection.
Mar 2026: Flush to the lower band.
May 2026: Broke out of mid channel.
Now: Knocking on the upper band again.
RSI turning up from 57 to now 71.
The chart is telling you something. Are you listening?
#ApolloMicroSystems
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Equity Hub™ retweeted
Jun 4
#Mindteck today feels a lot like #ApolloMicroSystems did two years ago.
Still under the radar, improving fundamentals, strong sector tailwinds, and a market yet to fully price in the opportunity.
Time will tell if history rhymes.
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Jun 10
📊 Watchlist for Today
⚡ SURYODAY SMALL FINANCE BANK
⚡ MOREPEN LABORATORIES
⚡ APOLLO MICRO SYSTEMS
⚡ MARKSANS PHARMA
⚡ J&K BANK
⚡ HARIOM PIPE INDUSTRIES
Disclaimer: This watchlist is for educational and tracking purposes only. It is not a buy or sell recommendation. Please do your own research and manage risk accordingly.
#SuryodaySFB #SuryodaySmallFinanceBank #MorepenLabs #ApolloMicroSystems #MarksansPharma #JKBank #HariomPipe #StockMarket #Watchlist #NSE #BSE #Trading #SwingTrading #IndianStockMarket #StocksToWatch #MarketUpdate
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दो बड़े अपडेट के बाद इस डिफेंस शेयर में तेजी! मात्र 3 महीने में दिया करीब 100% का रिटर्न - आपका दांव है?
bazaar.businesstoday.in/shar…
#ApolloMicroSystems #DefenceStocks #MultibaggerStock #ShareMarketIndia #StockMarketHindi #InvestingTips #DefenceSector #PennyStocksIndia #StockUpdate #WealthCreation #IntradayTrading #BusinessTodayHindi
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Preferential Issue names of Apollo Micro Systems @ Rs.114🚨
Disclaimer: DYOR Before Investing 👈
#nifty
#apollomicrosystems
#IndianStockMarket
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Jun 8
Apollo is setting up very well. Keep tracking it .The breaker block retest has been completed on the daily chart, and the stock is showing tight consolidation near the 9 EMA.
Fundamentally, it's a very strong stock. Any dip towards the 362–353 zone could be a solid entry opportunity for long-term investors
#ApolloMicrosystems
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Jun 7
🔥 Apollo Micro Systems - the stock is up 50% in just six months. 🚀
✅ A ₹10 lakh investment would have grown to approximately ₹15 lakh.
The real edge in investing comes from knowledge and conviction. When you deeply research a business, you gain the confidence to take meaningful positions aligned with your risk tolerance and then let time and compounding do the heavy lifting.
#ApolloMicroSystems #Investing #WealthCreation #Compounding #StockMarket #LongTermInvesting
2 Dec 2025
👉🏾 One of the defense stocks I personally like from long term outlook both for its business segment, the sector outlook and government policy towards “Vocal for Local “.
🚨Apollo Micro Systems Ltd 🚨
Has also declared spectacular Q2 results 👍😇
1. Strong Revenue Growth
•Q2 FY26 saw record revenue of ₹225.26 Cr, up 69% QoQ and 40% YoY, indicating strong execution and demand across its defence and aerospace segments. 🔥🔥
•The sequential jump shows significant order execution progress during the quarter. 👌
2. Profitability Improvement
•PBT more than doubled YoY ( 109%), showing efficient cost control and higher operating leverage. 👌
•PAT at ₹33.05 Cr is up 70% QoQ and 108% YoY, reflecting strong bottom-line expansion. 🙌
•PAT margin improved to 14.46% in Q2 FY26 from 14.4% in Q1 FY26 and 9.8% in Q2 FY25, confirming improving profitability trend. 👏👏
3. Expense Analysis
•Cost of materials consumed: ₹178.88 Cr, indicating higher production volume aligned with revenue surge.
•Employee benefits and finance costs grew moderately, maintaining cost efficiency.
•Depreciation rose slightly (₹474.14 lakhs vs ₹448.77 lakhs in Q1), consistent with asset base expansion.
•Total expenses grew 68.9% QoQ almost in line with revenue growth showing efficient cost absorption.
4. Earnings per Share (EPS)
•Basic EPS increased from ₹0.62 in Q1 FY26 to ₹1.02 in Q2 FY26 an impressive 64% QoQ growth. 🙌🙌
•The annualized EPS trend suggests potential for ₹3.5–₹4 range for FY26 if momentum sustains. 🤞✌️
(Previous year annualized EPS was ₹1.86)
👉🏾 Points to Watch:
•Working capital management (inventory changes show high volatility).
•Sustaining high growth in subsequent quarters as order execution pace moderates.
•Continued focus on cost control amid scaling operations.
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Next Article in Defence stocks series coming today on Astra Microwave on mragank05.substack.com/
#dataPatterns #ApolloMicroSystems #ZenTechnologies already published.
Follow on twitter and substack.
#defenceStocks #IndianEquity #investing
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🚁 ₹19,000 Crore Drone Opportunity! | Part 4/30 📈
India's drone industry could be entering a massive growth phase! 🇮🇳
Government is reportedly planning a $2 Billion (₹19,000 Crore) drone order, and the biggest highlight is that the manufacturing is expected to be completely Indian-made with zero imports. 💪
🎯 Stocks that investors are closely watching:
✅ Zen Technologies
✅ Paras Defence
✅ ideaForge
✅ Premier Explosives
✅ Apollo Micro Systems
✅ Solar Industries
✅ BEL
Agar yeh order next 18-24 months mein execute hota hai, toh drone aur defence ecosystem se judi companies ko direct aur indirect benefits mil sakte hain.
⚠️ This is not a stock recommendation. Always do your own research before investing.
💬 Aapke hisaab se is announcement ka sabse zyada benefit kis stock ko mil sakta hai?
Comment karke zaroor batayein!
📌 Follow SR Wealth Research for stock market insights, investment education, multibagger opportunities, defence sector updates, drone stocks analysis, and wealth creation strategies.
#SRWealthResearch #DroneStocks #DefenceStocks #IndianStockMarket #StockMarketIndia #ZenTechnologies #ParasDefence #IdeaForge #BEL #ApolloMicroSystems #SolarIndustries #PremierExplosives #InvestingIndia #ShareMarket #StockAnalysis #LongTermInvesting #MultibaggerStocks #MakeInIndia #DefenceSector #WealthCreation
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India is preparing for a massive domestic drone procurement push. If this theme plays out, the opportunity extends far beyond just drone manufacturers.
🚁 Direct Drone Plays
• #IdeaForge
• #ZenTechnologies
• #ParasDefence
⚙️ Drone Electronics & Systems
• #DataPatterns
• #AstraMicrowave
• #DCXSystems
• #CyientDLM
• #Avantel
• #ApolloMicroSystems
• #BEL
🛡️ Defence Majors With Drone Exposure
• #HAL
• #BDL
• #BEML
• #CochinShipyard
• #GRSE
#DefenceStocks #DroneStocks #IndianDefence #MakeInIndia #StockMarketIndia
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#ApolloMicroSystems Ltd Created a New 52Week High of 446.90 on #NSE & 447.00 on #BSE Today
#StockToWatch
#StockInNews
#StockInFocus
#StockMarket
#Nifty #NSE #BSE #Nifty50 #Sensex
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LM's #MarketSnippets 3 June 2026
- #SpecialtyChemical makers in focus/ Alkyl Amines Balaji Amines and Refex Refrigerants surge sharply in trade.
- #Defence flavour - #ApolloMicrosystems HFCL and Data Patterns ZenTech see strong uptick in trade
Disclaimer: shorturl.at/MiIc
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#Apollo micro systems gained 8% today cmp 437
✅ Shared at 312just before the move began
#ApolloMicroSystems #StocksToTrade #StockMarketIndia
#ApolloMicroSystems closed up 9.5% today cmp 340
#StocksToBuy #stockstotrade #TheSupremeTrader004 #Apollo
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#ApolloMicroSystems Ltd Created a New 52Week High of 339.80 on #NSE & 339.40 on #BSE Today
#StockToWatch
#StockInNews
#StockInFocus
#StockMarket
#Nifty #NSE #BSE #Nifty50 #Sensex
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Jun 1
🚀 Q4 FY26 Earnings Powerhouses Are Emerging!
These companies delivered strong numbers backed by sector tailwinds, execution strength and improving profitability.
🏆 Top PAT Growth Leaders:
🥇 Gland Pharma → 96.6%
🥈 Premier Energies → 64.5%
🥉 TD Power Systems → 36.2%
🏅 POCL → 34%
🏅 Apollo Micro Systems → 32%
🏅 GRSE → 28%
📈 Key themes driving growth:
⚡ Solar & Renewables
🔌 Power Equipment & Transmission
🛡️ Defence Manufacturing
💊 Pharma Exports
♻️ Recycling & Circular Economy
📡 Telecom Infrastructure
🚚 Logistics & Quick Commerce
Sometimes the biggest winners of the next cycle are hidden in the latest earnings season.
Which stock from this list is on your watchlist? 👀
#StockMarketIndia #EarningsSeason #SmallCaps #MidCaps #Investing #GlandPharma #PremierEnergies #GRSE #ApolloMicroSystems #TDPowerSystems #HFCL #DefenceStocks 🚀📈
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