Apollo Micro Systems Ltd Q4 Results 2026 Preview: Date, Time, Expectations & Key Things To Watch

CompoundingAI Research Updated May 14, 2026 3 min read

Apollo Micro Systems is a key player in India's defense electronics sector, focusing on the design and manufacture of high-end embedded systems and weapon platforms. Investors will be looking for updates on the company's production ramp-up, its integration of IDL Explosives, and the trajectory of its order book following recent contract wins.

Quick Details

Results date	May 18, 2026
Quarter	Q4 FY 2025-2026
Previous quarter revenue	Rs. 2,522.2 Million
Previous quarter PAT	Rs. 228.8 Million
Previous quarter EBITDA margin	20.0%
Market cap	Rs. 10683.09 Cr
CMP	Rs. 299.0

Apollo Micro Systems Ltd Q4 Results Date and Time

The board meeting is scheduled for May 18, 2026, to consider the audited financial results and recommend dividend for FY2026.

What to expect from Apollo Micro Systems Ltd's Q4 FY26 results

In its most recently reported quarter, Apollo Micro Systems posted revenue of Rs. 2,522.2 Million, PAT of Rs. 228.8 Million, and an EBITDA margin of 20.0%. The company is currently managing a significant order book of Rs. 13,050 Million, supported by recent wins totaling Rs. 733.26 Million in March 2026 and Rs. 510.25 Million in May 2026. Management is prioritizing the transition of its production mix toward 45% of total revenue, while simultaneously integrating the newly acquired IDL Explosives to enable end-to-end manufacturing of warheads and rocket propellants. With the recent lifetime license from DPIIT for weapon systems, the company is positioning itself as a prime contractor under the Atmanirbhar Bharat framework.

Key Things To Watch

Performance vs Guidance Tracking

Revenue Growth (Core Business) — 45-50% CAGR by FY26-FY27 — On track
Order Book — Triple by March 2026 — Tracking with Rs. 13,050 Mn at Q3 FY26
Promoter Pledge — Zero by FY26 — On track with reduction to ~35% in Q1 FY26

Strategic execution and capex updates

Unit-3 Hardware Park-II facility: 350,000 sq.ft nearing completion for fuzes and navigation systems
Capex deployment: Rs. 150 Cr for Unit-3 Phase-1 and Rs. 100 Cr for Phase-2
IDL Explosives integration: Financials consolidated from Q2 FY26 to enable vertical integration

Operating metric trajectory

Production mix: Target to increase from current 25-30% to 45% to improve margins
Working capital: Target reduction of 100-120 days from FY27 as production scales

Risks and headwinds to monitor

Product mix volatility: Quarterly margin fluctuations due to varying development vs. production project mix
Working capital intensity: Long cycle currently impacting finance costs, which rose to Rs. 136.3 Million in Q3 FY26

Frequently Asked Questions

When will Apollo Micro Systems announce Q4 FY 2025-2026 results?

Apollo Micro Systems will announce its Q4 FY 2025-2026 results on May 18, 2026.

Will Apollo Micro Systems announce a dividend with these results?

The board meeting on May 18, 2026, will consider the recommendation of a dividend for FY2026.

What was Apollo Micro Systems' revenue in its previous quarter?

The company reported revenue of Rs. 2,522.2 Million for the third quarter of FY26.

When does the company expect to achieve its production mix target?

Management has provided broad guidance for the production mix shift to 40%-45% across FY26 and FY27.

Is the company on track with its promoter pledge reduction guidance?

Yes, the promoter pledge was reduced to approximately 35% in Q1 FY26 and remains on track to reach zero by the end of FY26.