Apollo Micro Systems Ltd.

***** | Apollo Micro Systems Ltd. | CMP: ₹180 Company Snapshot: Founded in 1997, Apollo Micro Systems Ltd. (AMS) is a Hyderabad-based firm specializing in electronic systems for defence, aerospace, railways, and space. Key clients include DRDO, ISRO, and

. The company offers mission-critical products like onboard computers, power converters, weapon integration systems, and avionic modules, backed by in-house R&D and system integration expertise. Strategic Highlights: AMS benefits from India’s defence indigenization push (Atmanirbhar Bharat). As of Q1 FY26, it has an order book of ₹615 crore and export orders of ₹113.8 crore. The acquisition of IDL Explosives Ltd. for ₹107 crore expands its defence footprint and opens synergies in infrastructure. Financial Performance: Q1 FY26 Revenue: ₹133.6 crore (↑46% YoY) Net Profit: ₹18.51 crore (↑120% YoY) FY25 Revenue: ₹562.1 crore (↑51% YoY) PAT: ₹56.36 crore (↑81% YoY); EPS: ₹1.9 vs ₹1.2 Technical View: The stock trades near ₹180, forming a bullish falling wedge. A breakout above ₹190 may trigger an uptrend toward ₹205–220. MACD and RSI show strengthening momentum. Support lies at ₹174–176; a close below ₹172 weakens the view. Outlook & Valuation: AMS is poised for growth through defence spending, exports, and vertical expansion. Strong R&D, improving margins, and policy support make it a promising mid-term bet. Recommendation: Buy on breakout above ₹190 or accumulate near ₹174–176. Target: ₹205–220 | Stop-loss: ₹172 (Close) | Horizon: 2–4 months | Risk: Moderate Disclaimer: This is not investment advice. Please consult your advisor. Disclosure: I and my family have no financial interest in this stock.