Rs 1,800 Crore Order Book: This Defence Company Announces Q1 FY26 Revenue Rises 9% YoY; Share Price Hit 5% Lower Circuit

DSIJ Intelligence-2 / 09 Aug 2025/ Categories: Mindshare, Quarterly Results, Trending

The stock is up 208 per cent from its 52-week low of Rs 420.90 per share, giving multibagger returns of 135 per cent in 1 year and a whopping 2,316 per cent in 5 years.

On Friday share price of AXISCADES Technologies Limited locked in a 5 per cent lower circuit.

AXISCADES Technologies Limited, a player in the aerospace, defence, electronics, semiconductors, and AI sectors, announced its unaudited Quarterly Results for the period ended June 30, 2025. The company posted consolidated revenue of Rs 244 crore for Q1 FY26, a 9 per cent year-on-year (YoY) increase from Rs 224 crore in Q1 FY25. In USD terms, revenue stood at USD 28.5 million, up 6 per cent YoY.

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Earnings Before Interest, Taxes, Depreciation, and Amortisation (EBITDA) came in at Rs 34 crore, rising 9.3 per cent from Rs 31 crore in Q1 FY25. On a normalised basis—excluding one-time write-backs in Q1 FY25 that lowered EBITDA to Rs 18 crore—the increase was 86 per cent. The EBITDA margin for Q1 FY26 remained steady at 14 per cent, improving by 582 basis points compared to the normalised margin of 8.2 per cent a year earlier. Profit After Tax (PAT) was Rs 21 crore, up 24.8 per cent from Rs 17 crore in Q1 FY25, with a margin of 8.2 per cent. Diluted EPS stood at Rs 4.8, compared to Rs 3.8 in Q1 FY25, marking a 26 per cent rise.

Core business domains recorded 17 per cent YoY growth, led by a 7 per cent increase in aerospace, 22 per cent in defence, and 34 per cent in ESAI (Electronics, Semiconductors, and AI). Non-core segments, including heavy engineering, automotive, and energy, fell 9 per cent due to an automotive sector slowdown and timing of energy orders. The company reported strong order intake in defence during the quarter and expects momentum to accelerate with increased procurement from Indian defence agencies and global OEMs.

Chairman Dr. Sampath Ravinarayanan outlined the “Power 930 Plan,” targeting Rs 9,000 crore (USD 1 billion) revenue by FY30. AXISCADES aims to achieve over 40 per cent annual growth in core domains, transition from a services-led to a product-led model with a 20:80 revenue mix, and focus on activities with strategic value. CEO & MD Mr. Alfonso Martinez projected over 40 per cent revenue growth in the coming years, with a targeted EBITDA margin of 19.5 per cent, and committed to delivering over 25 per cent topline growth and a 300 bps margin improvement in FY26.