Apollo Micro Systems Sees 140% Gain, Outperforms Other Defence Stocks

Apollo Micro Systems (AMS) has delivered a 140% gain in six months, making it the best-performing defence stock in India. Its success can be attributed to record financial results, a swelling order book, and entry into exports. The company's order book has climbed from Rs 500 crore last year to Rs 735 crore by June 2025, with management guiding for a threefold jump by March 2026. Analysts see order potential of around Rs 2,000 crore in new categories.

Apollo Micro Systems (AMS) has emerged as the best-performing defence stock in India, delivering a remarkable 140% gain in just six months. This impressive performance can be attributed to a combination of record financial results, a swelling order book, and the company's entry into the export market. As of July 2025, AMS's order book has grown from Rs 500 crore to Rs 735 crore, with management projecting a threefold increase by March 2026 [3].

The company's recent approvals from the Defence Research and Development Organisation (DRDO) have been pivotal in driving its success. AMS was approved as the production agency for the Multi-Influence Ground Mine (MIGM) – Vighana and signed a technology transfer pact for the Omni-Directional multi-EFP warhead for the NASM-SR missile. These developments reflect AMS's growing engagement in India's defence manufacturing ecosystem [1, 2].

AMS's stock has surged significantly, reaching a new 52-week high of Rs 275.95 after the DRDO approvals, demonstrating strong investor confidence in the company's future prospects [1]. The stock has also shown a consistent upward trend, with a 125% rise in the past 22 sessions [2].

Analysts are optimistic about AMS's future potential, with estimates suggesting an order potential of around Rs 2,000 crore in new categories. The company's strategic position as a tier-one supplier to the Indian defence system and its dual-growth strategy of organic innovation and inorganic expansion further bolster its prospects [3].

AMS's recent financial results have also been robust, with a more than doubling of consolidated net profit to Rs 17.68 crore for the June quarter [2]. The company's total income surged by 46.49% to Rs 134.45 crore, reflecting its strong performance and growth potential.

In conclusion, Apollo Micro Systems' impressive performance in the past six months highlights its strategic position in the Indian defence sector. The company's record financial results, swelling order book, and entry into the export market, coupled with its strong growth strategy, position AMS as a promising investment opportunity for investors and financial professionals.

References:
[1] https://m.economictimes.com/markets/stocks/news/apollo-micro-systems-shares-surge-14-in-2-days-to-hit-52-week-high-after-drdo-approval-tech-transfer-deal/articleshow/123628375.cms
[2] https://www.livemint.com/market/stock-market-news/defence-stock-apollo-micro-systems-jumps-12-after-this-agreement-with-drdo/amp-11756455806857.html
[3] https://www.businesstoday.in/markets/stocks/story/this-multibagger-defence-stock-rises-12-today-triples-investors-wealth-in-10-months-491576-2025-08-29