| Revenue growth | H1 revenue +50% YoY; Q2 +45% YoY |
|---|---|
| Margins | EBITDA margin 6% vs 16% YoY in both Q2 and H1 |
| Order book | USD 1,096 Mn Aerospace order book; 238 parts added in Q2 |
| Demand visibility | USD 1,096 Mn Aerospace order book, +9% QoQ |
| Management confidence | Confident on Aerospace; Consumer delay called timing shift |
Growth
Q2 revenue ₹4,091 Mn (+45% YoY); Aerospace ₹3,514 Mn (+44% YoY). Consumer Q2 revenue ₹577 Mn, EBITDA ₹(401) Mn.
Outlook
Hosur aero-engine cluster build-out; ₹6,500 Mn promoter warrants; H1 capex ₹1,597 Mn; Aerospace order book USD 1,096 Mn.
Risks
Slower Consumer ramp from qualification delays, supply-chain and raw-material shortages; Consumer EBITDA breakeven timeline recalibrated (earlier Q4 FY27).
Investor Presentation filed with BSE, 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 Earnings Call Transcript: Key Takeaways
Aerospace's strong 44% growth is being overshadowed by execution delays and inventory write-downs in the consumer business.
- Call
- Guides 400% growth
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 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%.