AEQUS / Q4-FY26 / claim-ledger

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Aequs · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-30Back to quarter ↗

Questions audited

Answered directly

75%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

ML J · IFL Capital

direct

Capex plans for FY27-28 by segment and toy business ramp-up after Hasbro discontinuation.

in our aerospace segment we have planned about rups 160 cr approx and in our consumer segment we have planned about rupes 500 cr approx for the full year fi27... we have signed a long-term agreement with metal and both sides are fully committed to scaling volumes

ML J · IFL Capital

direct

Any PLI income booked for FY26?

No. So FI27 will be our first year uh where we will be eligible for the PLI.

ML J · IFL Capital

direct

Revenue and margin guidance for FY27.

On aerospace uh we are expecting a growth of 25 to 30% and maintaining the AITA numbers at about 20% level. On consumer uh we see a revenue growth of about 125 to 150% uh and Q4 is the quarter wherein we will hit the AITA break even.

Priyanker Biswas · JM Financial

partial

Impact of West Asia crisis on margins and fundamental margins without one-offs.

we are not seeing the significant impact on the work... margin perspective because... material prices and all are long-term agreements... logistics costs have gone up a bit but that's not a material in our view

Priyanker Biswas · JM Financial

direct

Percentage of sales linked to USD.

So including deemed exports uh it would be about 93 to 94% uh uh overall in US dollar.

Suraj Malu · Katamaran

direct

Current gross block in consumer electronics and expected asset turns.

So at a consumer overall level uh we have a gross block about uh 830 crro approx.

Suraj Malu · Katamaran

partial

Reconciliation of aerospace EBITDA margin from 27% to guided 20%.

So 27% is the segment EITA uh which includes other income and uh uh it excludes the unallocated corporate costs.

Bika Singh · Research desk

partial

Reason for high aerospace margins and sustainability with new products.

this is a normal course of business of complexity what we do and uh we expect this margins to be there as we grow... we do expect some margin expansion but uh aeros structures predominantly... 20% operating value is our focus area

Bika Singh · Research desk

partial

Reason for additional capex in consumer at 23% utilization and expected volumes.

the customer wants us to have a meaningful share of their requirements... this capital additional capital is basically you know driven by clear customer demand... we have 23% utilization it'll go up

Pravin Kumar · Equitas Capital Advisors

direct

Focus on utilization vs. demanding more product lines from customer.

we are currently you know obviously the focus always is to maximize the utilization. At the same time we are also investing this year... about 500 cr new capital... So it's a combination

Ashish Podar · Motilal Oswal

partial

Long-term aerospace growth CAGR and margin sustainability.

we don't see any reason the 20 plus% we are guided in the past in the long term and we are you know improve that... with a similar uh rate of eida margin which you are guiding yeah that has been our guidance always

Nikil Chri · Toro Wealth Managers RLP

partial

Risk of margin compression in consumer electronics and China equipment dependency.

we feel confident of our capital and... value addition what we do in these products we should be able to sustain our ITA margins in a long run... it's a highly complex you know huge amount of value ad... we have had you know uh gone through some of these challenges in the past