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Non-core business divestment delay
View Risks →AXISCADES Technologies Limited — Q3 FY26
AXISCADES delivered a strong Q3 FY26 with revenue of 343 crores (+25% YoY) and EBITDA of 63 crores (+55% YoY), achieving a record EBITDA margin of 18.3% (+360bps YoY).
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AXISCADES delivered a strong Q3 FY26 with revenue of 343 crores (+25% YoY) and EBITDA of 63 crores (+55% YoY), achieving a record EBITDA margin of 18.3% (+360bps YoY). PAT grew 87% YoY to 28 crores (adjusted PAT 35 crores). Growth was driven by aerospace, defense, and ESI segments (78% of revenue) which grew 36% YoY. The product/solutions mix improved to 39:61, and the company maintained its guidance of 40-50% EPS growth for FY26 and FY27. Management highlighted a robust pipeline of ~14,000 crores and expects to close FY26 with over 1,000 crores in core revenue. Key risks include execution dependency on new facilities (DAL, MAC) and potential delays in large MOD orders.
AXISCADES ने तीसरी तिमाही में 343 करोड़ रुपये की कमाई की, जो पिछले साल से 25% ज्यादा है। कंपनी का मुनाफा (EBITDA) 63 करोड़ रुपये रहा, जो 55% बढ़ा। इससे मुनाफे की दर (EBITDA margin) 18.3% हो गई, जो पिछले साल से 3.6% ज्यादा है। शुद्ध मुनाफा (PAT) 28 करोड़ रुपये रहा, जो 87% बढ़ा। कंपनी का ज्यादातर कारोबार (78%) एयरोस्पेस, रक्षा और इंजीनियरिंग सेवाओं से आता है, जो 36% बढ़ा। कंपनी ने अगले दो सालों में प्रति शेयर मुनाफा (EPS) 40-50% बढ़ाने का लक्ष्य रखा है। हालांकि, नई फैक्ट्रियों पर निर्भरता और बड़े ऑर्डर में देरी जोखिम हो सकते हैं।
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Core domain order book (forecast visibility)
3,400 crores
+40% YoY (implied)
Forecast visibility for core domains (defense, aerospace, ESI) as of Q3 FY26.
Product/Solutions revenue mix
39%
+6pp YoY
Product and solutions share of total revenue increased from 33% in Q3 FY25 to 39%.
Core domain EBITDA margin
21.4%
+270bps YoY
EBITDA margin for aerospace, defense, and ESI segments improved 270 bps YoY.
Annualized revenue per employee
0.54 crores
+38% YoY
Revenue per employee improved from 0.39 crores in Q3 FY25 to 0.54 crores.
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Guidance and risk preview
Management reiterated 40%+ growth in core domains for FY26, expecting to cross 1,000 crores in core revenue.
Management expects to complete divestment of non-core business by March end, but any delay could impact focus and capital allocation.
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