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View Claim Ledger →Aequs Limited — Q4 FY26
Aequs delivered a landmark FY26 with consolidated revenue of ₹1,234 crore (+33% YoY) and EBITDA of ₹154.5 crore (+43% YoY), with margins expanding 100bps to 13%.
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Aequs delivered a landmark FY26 with consolidated revenue of ₹1,234 crore (+33% YoY) and EBITDA of ₹154.5 crore (+43% YoY), with margins expanding 100bps to 13%. Q4 was the strongest quarter ever at ₹367 crore revenue (+47% YoY). Aerospace segment revenue grew 27% to ₹1,046 crore with EBITDA margins of 27% (including other income), while consumer segment revenue grew 84% to ₹184 crore but posted an EBITDA loss of ₹78 crore due to ramp-up costs. Management guided for FY27 consolidated revenue growth of 45-50%, with aerospace growing 25-30% at 20% segment EBITDA margins, and consumer targeting EBITDA breakeven by Q4 FY27. Key risks include consumer segment utilization ramp-up delays and potential supply chain disruptions from geopolitical tensions.
एक्यूस ने वित्त वर्ष 2026 में शानदार प्रदर्शन किया। कंपनी की कुल कमाई ₹1,234 करोड़ रही, जो पिछले साल से 33% ज़्यादा है। कमाई पर मुनाफ़ा (EBITDA) ₹154.5 करोड़ रहा, जो 43% बढ़ा। मुनाफ़े की दर 13% हो गई। चौथी तिमाही सबसे मज़बूत रही, जिसमें ₹367 करोड़ की कमाई हुई। विमानन कारोबार से कमाई 27% बढ़कर ₹1,046 करोड़ हुई, जिसमें मुनाफ़ा 27% रहा। उपभोक्ता कारोबार में 84% की बढ़ोतरी हुई, लेकिन शुरुआती खर्चों के कारण ₹78 करोड़ का घाटा हुआ। अगले साल कंपनी को 45-50% कमाई बढ़ने की उम्मीद है। विमानन कारोबार 25-30% बढ़ेगा और उपभोक्ता कारोबार अगले साल की चौथी तिमाही तक घाटा खत्म कर लेगा। मुख्य जोखिम उपभोक्ता कारोबार में देरी और भू-राजनीतिक तनाव से आपूर्ति में रुकावट है।
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Consumer segment ramp-up delays
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Aerospace order book
$889M
+26% YoY
Order book grew to $889 million, reflecting strong demand and portfolio expansion.
Consumer utilization rate
23%
flat
Consumer capacity utilization at 23% in Q4; target 40-50% by FY27 end.
Aerospace SKU count
5,654
+26% YoY
Added 433 new parts in Q4, expanding portfolio to 5,654 SKUs.
Consumer revenue share
17%
+12pp YoY
Consumer segment contributed 17% of Q4 revenue, up from 5% a year ago.
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Guidance and risk preview
Management expects consolidated topline growth of 45-50% in FY27, driven by aerospace and consumer segments.
Consumer utilization at 23% with heavy depreciation; failure to reach 40-50% utilization could delay EBITDA breakeven.
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