Apollo Micro Systems Limited Investor presentation for the quarter and half year ended 30th September 2026

Date: 24th October 2026. 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 ISIN: INE713T01028 Dear Sirs, Sub: Investor Presentation for the Quarter and Half year ended 30th September 2026. Ref: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are herewith enclosing a copy of investor presentation for the quarter and half year ended 30th September 2026. The copy of the disclosure is available on the website of the Company i.e. https://apollo-micro.com/financial-reporting.html?tab=financial- presentations#tabssection. We request you to kindly take the same on record. Yours sincerely, For Apollo Micro Systems Limited Seshadri Vasan Gollur Company Secretary & Compliance Officer M.No.F11842 Apollo Micro Systems Limited Regd Office. Plot No.128/A, Road No.12, IDA-Mallapur, Uppal Mandal, Hyderabad-500076, Telangana, India Tel No:040-27167000-099, Fax No: 040-27150820 Mail: cs@apollo-micro.com, www.apollo-micro.com CIN:L72200TG1997PLC026556 APOLLO MICRO SYSTEMS LTD We Commit, We Deliver A LANDMARK QUARTER AND RECORD BREAKING HALF- YEAR PERFORMANCE EARNINGS PRESENTATION – Q2 & H1 FY27 LAND WATER AIR SPACE INDEX EARNINGS PRESENTATION · Q2 & H1 FY27 01 07 Financial Performance Slides 3–14 Naval Programmes Slides 49–51 02 08 Ownership & Leadership Slides 15–17 Other Programmes Slides 52–53 03 09 Company Overview Slides 18–26 Arms & Ammunition Slides 54–56 Acquisition: Backward & 04 10 Slides 27–29 Global Defence Landscape Slides 57–65 Forward Integration India Defence Sector & Market 05 11 OEM Weapons Supplier Slides 30–40 Slides 66–76 Tailwinds Indigenized Missile 06 12 Slides 41–48 Disclaimer & Investor Contact Slides 77–78 Programmes Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED Earnings Presentation Q2 & H1 FY27 | APOLLO MICRO SYSTEMS LIMITED Q2 & H1 FY27 FINANCIAL PERFORMANCE Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED Earnings Presentation Q2 & H1 FY27 | APOLLO MICRO SYSTEMS LIMITED (All figures in millions) | * Excluding Other Income HALF YEARLY RESULT · CONSOLIDATED RECORD-BREAKING REVENUE FROM OPERATIONS 6,394.4 HALF YEARLY RESULT + 78.2 % YoY EBITDA* PAT WORKING CAPITAL DAYS 1,649.1 713.7 353 DAYS + 64.7 % YoY + 49.6 % YoY vs 359 DAYS in FY26 EXHIBIT 1: YEAR-ON-YEAR GROWTH MARGIN PROFILE EBITDA Margin 25.8% Revenue 78.2% EBITDA* 64.7% PAT Margin 11.2% PAT 49.6% H1FY27 224.4 CASH FLOW FROM OPERATIONS EXTENDING OUR STREAK OF STRONG HALF YEARLY ₹ PERFORMANCE Highest Ever Half Year Highest Ever Half Year Highest Ever Half Year Highest Ever Half Revenue Registered EBITDA Achieved PBT Registered Year PAT clocked Earnings Presentation Q2 & H1 FY27 | APOLLO MICRO SYSTEMS LIMITED (All figures in millions) | * Excluding Other Income HALF YEARLY RESULT · STANDALONE YEAR-ON-YEAR GROWTH REVENUE ₹ 4,621.8 + 28.8 % FROM RECORD- OPERATIONS YoY Revenue 28.8% BREAKING EBITDA* ₹ 1,559.3 + 55.6 % HALF YEARLY EBITDA* 55.6% YoY RESULT PAT 44.0% PAT ₹ 755.6 + 44.0 % MARGIN PROFILE EXTENDING OUR STREAK OF STRONG HALF YEAR EBITDA Margin 33.7% PAT Margin 16.3% PERFORMANCE 124.3 CASH FLOW FROM OPERATIONS ₹ HIGHLIGHTS H1FY27 Highest Ever Half Year Highest Ever Half Year Highest Ever Half Year Highest Ever Half Year Revenue Registered EBITDA (ex OI) Achieved PBT and PAT Registered EBITDA and PAT Margins clocked Earnings Presentation Q2 & H1 FY27 | APOLLO MICRO SYSTEMS LIMITED All figures in millions | * Excluding Other Income QUARTERLY RESULT · CONSOLIDATED EXTENDING OUR STREAK OF STRONG QUARTERLY PERFORMANCE REVENUE FROM OPERATIONS EBITDA* PAT ₹3,881.5 ₹1,111.8 ₹461.5 Mn Mn Mn +72.3% YoY +87.8% YoY +53.7% YoY YEAR-ON-YEAR GROWTH (%) MARGIN PROFILE · ORDER BOOK (as on 30th September 2026) 87.8 28.6% 11.9% ₹17650 72.3 53.7 EBITDA MARGIN PAT MARGIN ORDER BOOK as on 30th Sep 2026 Revenue Reached All- Time EBITDA* Reached All- Time PAT Reached All- Time High High Across All Quarters High Across All Quarters Across All Quarters Revenue EBITDA* PAT Earnings Presentation Q2 & H1 FY27 | APOLLO MICRO SYSTEMS LIMITED QUARTERLY RESULT · STANDALONE (All figures in millions) | * Excluding Other Income RECORD-BREAKING QUARTER 2 EXTENDING OUR STREAK OF STRONG QUARTERLY PERFORMANCE REVENUE FROM EBITDA* PAT OPERATIONS ₹ 3,062.9 ₹ 1,075.6 ₹ 477.3 + 36.0 % YoY + 81.6 % YoY + 44.4 % YoY YEAR-ON-YEAR GROWTH MARGIN PROFILE Revenue 36.0% EBITDA Margin 35.1% EBITDA* 81.6% PAT Margin 15.6% PAT 44.4% 01 02 03 04 Q2FY27 Highest Ever Revenue Highest Ever EBITDA* Highest Ever PAT Highest Ever EBITDA across all Quarters Achieved recorded across all Margin clocked across registered. Quarters. all Quarters. Earnings Presentation Q2 & H1 FY27 | APOLLO MICRO SYSTEMS LIMITED FINANCIAL RESULTS CONSOLIDATED INCOME STATEMENT RECORD-BREAKING PERFORMANCE Q2FY27 & H1FY27 · CONSOLIDATED Particulars (Rs in Mn) Q2FY27 Q1FY27 QoQ Q2FY26 YoY H1FY27 H1FY26 YoY Revenue from Operations 3881.5 2512.9 54.5% 2252.6 72.3% 6394.4 3588.5 78.2% Other Income 35.4 22.5 13.0 57.9 21.7 Total Revenue 3916.9 2535.4 54.5% 2265.7 72.9% 6452.3 3610.2 78.7% Total Expenses except Depreciation, 2769.7 1975.6 1660.8 4745.4 2587.2 Amortization and Finance Cost EBITDA (ex Other Income) 1111.8 537.3 106.9% 591.9 87.8% 1649.1 1001.3 64.7% EBITDA Margin 28.6% 21.4% 26.3% 25.8% 27.9% Finance Cost 146.3 107.2 126.0 253.5 246.2 Depreciation 76.0 75.9 47.5 152.0 92.4 PBT 924.8 376.7 145.5% 431.5 114.3% 1301.4 684.4 90.2% Revenue from Operations Tax 463.2 124.5 131.2 587.7 207.3 ₹ 3,881.5 +72.3% YoY PAT 461.5 252.2 83% 300.3 53.7% 713.7 477.1 49.6% PAT Margin 11.9% 10.0% 13.3% 11.2% 13.3% EBITDA (ex Other Income) ₹ 1,111.8 Diluted EPS 1.3 0.7 0.9 2.1 1.5 +87.8% YoY ₹ 461.5 +53.7% YoY EBITDA excludes other income Earnings Presentation Q2 & H1 FY27 | APOLLO MICRO SYSTEMS LIMITED 8 FINANCIAL RESULTS RECORD-BREAKING PERFORMANCE STANDALONE INCOME STATEMENT Particulars (Rs in Mn) Q2FY27 Q1FY27 QoQ Q2FY26 YoY H1FY27 H1FY26 YoY Revenue from Operations 3062.9 1558.9 96.5% 2252.6 36.0% 4621.8 3588.5 28.8% Other Income 87.6 73.6 31.7 161.1 45.1 Total Revenue 3150.4 1632.5 93.0% 2284.3 37.9% 4783.0 3633.6 31.6% Total Expenses except Depreciation, 1987.3 1075.3 1660.4 3062.5 2586.4 Revenue from Operations PAT Amortization and Finance Cost EBITDA (ex Other Income) 1075.6 483.7 122.4% 592.2 81.6% 1559.3 1002.1 55.6% ₹ 3,062.9 ₹ 477.3 EBITDA Margin 35.1% 31.0% 26.3% 33.74% 27.9% Finance Cost 130.1 93.2 101.2 223.3 201.5 +36.0% YoY +44.4% YoY Depreciation 57.5 57.0 47.4 114.5 92.3 PBT 975.6 407.0 139.7% 475.2 105.3% 1382.7 753.4 83.5% EBITDA Margin PAT Margin Tax 498.3 128.7 144.7 627.0 228.7 PAT 477.3 278.3 71.5% 330.5 44.4% 755.6 524.7 44.0% 35.1% 15.6% PAT Margin 15.6% 17.9% 14.7% 16.3% 14.6% Diluted EPS 1.3 0.8 1.0 2.1 1.5 Q2FY26: 26.3% Q2FY26: 14.7% EBITDA excludes other income Earnings Presentation Q2 & H1 FY27 | APOLLO MICRO SYSTEMS LIMITED 9 FINANCIAL HIGHLIGHTS- HISTORICAL (CONSOLIDATED FIGURES) (All Figures in Millions) Revenue from Operations EBITDA (ex Other Income) & PAT 3.67x 4.48x 9,043 5,621 3,716 2,975 2,459 2,432 2,031 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY20 FY21 FY22 FY23 FY24 FY25 FY26 EBITDA (ex Other Income) PAT EBITDA & PAT margin ROCE & ROE 18% 18% 23% 23% 24% 19% 19% 13% 11% 11% 10% 10% 8% 10% 7% 6% 5% 6% 6% 3% 5% 5% FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 EBITDA Margin* PAT Margin ROCE ROE Earnings Presentation June Quarter 2026 | APOLLO MICRO SYSTEMS LIMITED Earnings Presentation Q2 & H1 FY27 | APOLLO MICRO SYSTEMS LIMITED FINANCIAL HIGHLIGHTS- HISTORICAL (All Figures in Millions, otherwise stated) Working Capital Days Interest Coverage Ratio R&D (% of revenue in labels) 626 4.1 725 54 [Showing first 8,000 characters — download PDF for full document]