| Management target | Revenue 400.0% 2031 |
|---|
| Revenue growth | 45% YoY in Q2, 50% in H1 led by Aerospace scaling. |
|---|---|
| Margins | Aerospace stable at 22%; Consumer segment reporting operational losses. |
| Order book | Aerospace order book reached USD 1.1 billion, up 9% this quarter. |
| Demand visibility | Strong Aerospace visibility via 1.1B USD order book; Consumer demand volatile. |
| Management confidence | Cautiously optimistic on Aerospace; defensive regarding Consumer segment delays. |
Growth
H1 revenue grew 50% YoY, driven by aerospace scaling while consumer electronics struggled with qualification cycles.
Outlook
Management recalibrating consumer guidance; targets 5x aerospace revenue growth by 2031.
Risks
Consumer EBITDA break-even delayed from Q4FY27; high working capital days and supply chain constraints in toys.
Earnings Call Transcript filed with NSE, NSE: AEQUS. Summary written with AI assistance from the document.
Aequs Ltd: key numbers
- Share price
- ₹211.95
- Market cap
- ₹14,215 Cr
- Revenue (annual)
- ₹1,230 Cr
- Net profit (annual)
- ₹-113.2 Cr
- P/E (TTM)
- -70.4×Sector 52.2×
- Promoter holding
- 59.09%+0.00% QoQ
- FII holding
- 5.93%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Aequs Ltd
All →Aequs Other Announcement
Aequs filed CARE Ratings' quarterly monitoring report on its IPO proceeds for the quarter ended September 2026. The report found no deviation from the stated objects.
Aequs Employee Stock Options
Aequs Limited's NRC granted 2,00,000 employee stock options under its ESOP 2025 plan at an exercise price of ₹235.50. The grant is an employee incentive step, with no cash raised by the company.
- Execution
- Options vest over a minimum of 1 year and are exercisable within 3 years of vesting
Aequs Results Update
Aequs Q2 FY27 revenue rose 45% YoY, but EBITDA fell 45% and losses widened. Consumer ramp slowed, while ₹6,500 Mn promoter warrants fund expansion.
Aequs Investor Presentation: Key Takeaways
H1 FY27 revenue ₹8,046 Mn (+50% YoY); EBITDA ₹460 Mn (6% margin); PAT loss ₹(1,054) Mn as Consumer ramp costs hit.
Aequs Q2 FY27 Results: Net Loss of ₹52.4 Cr, Loss Widens
Aequs Ltd reported revenue from operations of ₹409.1 Cr (+45.3% YoY) and a net loss of ₹52.4 Cr for Q2 FY27.
- Key figure
- Net loss ₹52.4 Cr
Aequs Convertible Warrants
Aequs shareholders approved preferential warrants to promoter trust Mellwood at the October 22, 2026 EGM. Votes in favour were 98.68%.