BSECompany Update4d ago · 8 Aug 2026, 04:08 pm

Investor Presentation for the quarter ended 30.06.2026

Apollo Micro Systems Ltd · 540879

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Apollo Micro Systems Ltd has released an investor presentation for the quarter ended 30th June 2026, highlighting its participation in 150+ indigenous programs, expansion in margins, and growth in revenue and bottom line.

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Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
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Balance Sheet Risk3/10
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Market Sentiment9/10

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Apollo Micro Systems Ltd - 540879 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Date: 8th August 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 Sub: Investor Presentation for the Quarter ended 30th June 2026. Ref: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir/Madam, 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 ended 30th June 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#tabs- section. Thanking you, Yours faithfully, For Apollo Micro Systems Limited Karunakar Reddy Baddam Managing Director DIN: 00790139 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 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: APOLLO PURE PLAY DEFENCE The only company with Highest Participation in The only private public listed company in Indian The only company in India working for weapon system Indigenous Missile Programs of DRDO. defense sector having largest infrastructure platforms of DRDO for a period spanning over 41 years The only company in India with a proven track record including R&D capabilities. enriched with rich legacy of technical know how of of supplying from an individual systems to complete 700+ development and manufacturing curve of Weapon platforms, including explosives. System Platform. Onboard Technologies Fully Integrated Defence Company Diversified Portfolio Participation in Multiple Programs Explosives Weapons Missiles Drones Rockets UAV KUSHA BarhmosNG AkashNG Pralay Underwater VMCDS Aerial Bombs QRSAM AGNI Pinaka TAL Rustom Critical Sub-systems/ Systems Weapons Direct Energy Weapon Explosives Ammo Vshorad Mareech Takshak NASM Weapon Platforms Integration Participation in 150+ Indigenous programs Standalone Performance over the years Participation in 60+ programmes of DcPPas sub-system partner Expansion in margins Awarded License by GOI to demonstrated growth in both Revenue EBITDA PAT Operating Margin-from 19% manufacture, assemble, integrate, CAGR 30% (ex Other Income) 41% CAGR 64% (FY20) to 28% (FY26) topline and bottom line, with proof-test high strategic value weapons 2021-2026 CAGR 2021-2026 PAT Margin-from 6% (FY20) to bottom line growth (64%) outpacing 2021-2026 that of the topline (30%). systems and ammunitions namely 16% (FY26). Missiles, ATGMs, Torpedoes, EBITDA Margin D/E (ex Other Income) 23% Average 5 years 0.4 Working Capital Cycle days ROCE substantially Increased to Underwater Mines, SAM, Chaffs, Average 5 Years 2022-2026 reduced from 626 days in FY21 18.23% in FY26 from 10% in FY21. Flares, Decoys, Aerial Bombs, 2022-2026 to 359 days in FY26. Rockets, Loitering Munitions. EarningsPresentationJune Quarter 2026| APOLLO MICRO SYSTEMSLIMITED 2 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 Manufacturer (OEM). MISSILE We have a presence across the entire ELECTRONICS missile value chain. A rare combination of proprietary weapon development capabilities and active participation in national weapon development programmesled by DRDO. With entire span of value chain we PROPULSION have every block of Guided Weapon. Unlike many industry peers that began by serving the Indian Air Force, we started our journey in partnership with DRDO and the Indian Navy. Over the years, we have expanded our presence across multiple defenceplatforms and diversified into a broad portfolio of weapon systems, creating a depth of capabilities that is EXPLOSIVES difficult to replicate. EarningsPresentationJune Quarter 2026| APOLLO MICRO SYSTEMSLIMITED 3 VISION 2036 A GLOBAL OEM, MADE IN INDIA Move from being a Tier-1 supplier of critical electronics to a recognized To grow as a Global Original Equipment Global Original Equipment Manufacturer of defence platforms. Apollo's brand Manufacturer over the next ten years with will be visibleon the platformitself,not just withinits systems. recognizable revenue streams across the Land, Air and Sea domains; increasing our presence in Indian markets and continuing to grow in global markets; delivering valued products bu“ilt REVENUE ACROSS LAND, AIR & SEA with conviction; and strengthening our Research & Development with the latest and most Recognizable, diversified revenue streams across all three operational futuristic technologies domains so that no single platform, no single programme, and no single customer definesthe Apollostory INDIAN DEEPENING AND GLOBAL PIE Continue to deepen our presence in Indian defence procurement while growing meaningfully in global markets converting this year's first export order intoa sustainedinternationalrevenuestream. CONVICTION AND FUTURISTIC R&D Valued products built with conviction backed by a research base continually strengthened with the latest and most futuristic technologies in RF, AI, Autonomy andInertialNavigation. EarningsPresentationJune Quarter 2026| APOLLO MICRO SYSTEMSLIMITED BACKWARD AND FORWARD INTEGRATION 54433 EarningsPresentationJune Quarter 2026| APOLLO MICRO SYSTEMSLIMITED 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. EarningsPresentationJune Quarter 2026| APOLLO MICRO SYSTEMSLIMITED HIGHLIGHTS Q1FY27 4433 EarningsPresentationJune Quarter 2026| APOLLO MICRO SYSTEMSLIMITED SHAREHOLDING STRUCTURE AND INSTITUTIONAL INVESTORS Institutional Investors InstitutiFoirnsta Clo mInmveercsiatl oBarnsk Quadrature Capital Vector Promoter Red Bay 42% 8% Motilal OswalNifty India DefenceIndex Fund Morgan Stanley Asia Institutions Axis Mutual Fund 8% SPDR Portfolio Emerging Market ETF Public Aditya Birla Sun Life Trustee PvtLtd Shareholding Pattern Motilal OswalNIFTY MICROCAP 250 Index Fund SAMCO Active Momentum Fund Half promoter-held. Strong promoter skin in the game, with growing institutional participation alongside a broad public float. Capital India and Brazil Equity Fund and many more * As on 30th June 2026 EarningsPresentationJune Quarter 2026| APOLLO MICRO SYSTEMSLIMITED EXTENDING OUR STREAK OF STRONG PERFORMANCE- QUARTERLY RESULT (All Figures in Millions) CONSOLIDATED * Excluding Other Income Revenue from Operations EBITDA* EBITDA Margin + 88.1 % + 31.3 % PAT Order Book PAT Margin as on 8thAugust 2026 + 42.6 % NOTE-Performance in the defenceindustry is best assessed on a year-on-year basis rather than quarter-on-quarter, as extended procurement cycles and milestone- linked execution result in revenue recognition that is inherently uneven across quarters. Quarterly variations, therefore, are not necessarily indicative of the underlying business momentum. EarningsPresentationJune Quarter 2026| APOLLO MICRO SYSTEMSLIMITED EXTENDING OUR STREAK OF STRONG PERFORMANCE- QUARTERLY RESULT (All Figures in Millions) STANDALONE * Excluding Other Income Revenue from Operations EBITDA* EBITDA Margin + 16.7 % + 18.0 % + 110 bps PAT HIGHLIGHTS PAT Margin Highest Ever Quarter 1 Revenue [Showing first 8,000 characters — download PDF for full document]