APOLLO / Q3-FY26 / claim-ledger

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

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PositiveQ3-FY26 · 2026-01-15Back to quarter ↗

Questions audited

Answered directly

46%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Sukrit Deep Part · Isite Fentrate Private Limited

evasive

How will Apollo balance defense contracts, R&D investment, and profitability?

See like the last quarter result... QRM one program is going B production and another program is Akashi... our contribution is there... we are expecting a very big order like MIGM mode also going to be a big game change order...

Sukrit Deep Part · Isite Fentrate Private Limited

evasive

What financial metrics guide cost control, working capital, and R&D allocation?

we have been spending around 9 to 10% of our outlay top line as a R&D expenditure... we have massive expansion plans... we have been growing at a CAGR of 30 to 35% for the last 2-3 years...

Dshant · DB Bwell

partial

What is the major contributor to the rise in other expenses?

expenses related to annual function, international shows, travel for business development and trials...

Dshant · DB Bwell

partial

What net margins can we expect given 45-50% revenue growth?

we are targeting for a 15% level on standalone basis... consolidated there could be a small dip...

Dshant · DB Bwell

direct

What is the update on underwater mines order and deterrents?

All necessary approvals at all levels are over. It is just awaiting for a DAC approval... we are fully geared up...

Dshant · DB Bwell

partial

When will COGS (material consumed) improve from ~70%?

significant improvement at the COGS level will happen once large scale production orders kick up...

Abi Sha · Sidi Technology

direct

What is the loss at IDL explosives and when will it turn positive?

four crores loss that got added actually in the quarter... from next financial year Q1 onwards it the EBITDA level and at the PAT level it was going to be a positive PAT...

Abi Sha · Sidi Technology

direct

What is the order book for IDL explosives this quarter?

the complete order book of ideal is standing at around 500 odd crores actually.

Akshai · AK investment

declined

What are the consolidated EBITDA margin targets for FY27 and FY28?

margin levels guidance... I am not in a position to give you... we will give you once the Q4 quarter ends...

Akshai · AK investment

evasive

When will promoter pledge be cleared?

in few quarters you know we should be coming out... step by step one after another we should be coming out.

Manoj Jane · Jane HUF

direct

Is it true that shareholders rejected a related party transaction proposal?

It is not a neither an allegation nor falser... we have went in for a approval to shareholders stating that we would like to give a corporate guarantee to our subsidiary companies...

Shriansi · HJ securities

declined

What are the details of the planned acquisition?

Acquisition is a strategic in nature... we are bound by NDA. I cannot disclose...