Apollo Micro Systems Share Price in Focus After Record Q2 FY26 Results and 91% Profit Surge

Apollo Micro Systems Ltd, a leading defence technology company, remained in focus after posting its highest-ever revenue and profit for the September quarter (Q2 FY26). 

The company reported a 91% year-on-year (YoY) increase in net profit to ₹30.03 crore, compared to ₹15.7 crore in the same quarter last year.

Apollo Micro Systems Strong Revenue and Margin Expansion

Revenue from operations rose 40.2% YoY to ₹225.3 crore, supported by robust execution and healthy demand across defence projects.

 EBITDA grew 82.7% YoY to ₹59.59 crore, driving margins higher to 26.45%, up from 20.29% a year earlier.

Acquisition of IDL Explosives Strengthens Defence Capabilities

The company also announced the acquisition of IDL Explosives, a move aimed at enhancing its manufacturing capabilities and positioning Apollo Micro Systems as a fully integrated Tier-1 defence OEM.

Chairman and Managing Director B. Reddy said,

“This marks a new chapter for Apollo Micro Systems as we move closer to becoming a fully integrated Tier-1 defence OEM. The acquisition not only enhances our manufacturing capabilities but also broadens our solutions portfolio across critical areas of India’s defence supply chain.”

Growth Outlook

The company expects revenue to grow at a CAGR of 45–50% over the next two years, driven primarily by its core business operations, excluding contributions from the recent acquisition.

This forecast is supported by a strong order book and several new products entering the production phase, signalling sustained momentum in its growth trajectory.

Apollo Micro Systems Share Price Performance

Apollo Micro Systems’ shares were trading at ₹276.00, down 0.68% from the previous close of ₹277.90. The stock opened at ₹289.00, hit a high of ₹291.75, and a low of ₹275.60 during the session.

Read More: Top Defence Mutual Funds for November 2025 Based on 1-Year Return.

Conclusion

Apollo Micro Systems delivered a robust performance in Q2 FY26, reflecting steady operational progress and expanding margins. While the stock saw mild movement following the results, the company’s focus on core defence operations, strategic acquisition, and projected revenue growth indicate a consistent execution strategy in the near term.

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