Apollo Micro Systems Aug-24

Apollo Micro Systems Limited (AMS) is an Indian company known for designing, developing, and selling high-performance solutions vital for critical missions and time-sensitive operations.

AMS specializes in providing solutions for various industries, including aerospace, defense, space, avionics, homeland security, and transportation.

AMS designs, develops, and manufactures high-performance solutions that are crucial for missions and time-sensitive operations.

AMS has a manufacturing facility spanning 55,000 square feet in Hyderabad with over 300 employees, including a dedicated R&D team of 150+.

AMS has a strong history of over 39 years in designing, developing, and assembling custom-built electronics and electro-mechanical solutions.

AMS's focus on providing custom-built solutions distinguishes them in the market.

AMS's investor presentation for the quarter ended June 30th, 2024, highlights their commitment to strengthening defence systems for a self-reliant India.

AMS's investor presentation for the quarter ended June 30th, 2024, is available on their company website, https://apollo-micro.com/.

This metric represents the financial performance of a company after its earnings have been subtracted from its revenue. It provides a valuable indicator of a company’s profitability, excluding the effects of taxes and interest expenses.

It is a financial ratio calculated by dividing EBITDA by revenue. This metric provides a percentage representation of profitability, offering insights into how efficiently a company generates profit from its operations.

This refers to the total revenue generated by a company from its primary business activities, excluding any additional income streams. It is a crucial indicator of a company's core performance and growth.

This metric represents the income a company receives from sources outside its main business operations. It can include earnings from investments, licensing agreements, or other non-core activities.

It refers to the total income generated by a company, encompassing both revenue from operations and other income. It provides a comprehensive view of the overall financial performance.

It represents the profit a company earns before deducting taxes and interest expense. It gives a clear picture of a company's operational earnings.

This metric captures the financial performance of a company after subtracting all expenses, except for interest and taxes. It provides a comprehensive indicator of a company’s overall profitability.

This metric represents the earnings per share that the company is expected to generate for each outstanding share of stock. It's a widely used indicator to evaluate a company's profitability and shareholder value.

AMS offers a wide range of services, including designing, electronics manufacturing, PCB fabrication, embedded software development, circuit board assembly, hardware design, concept-to-product development, host interface development, and custom electronic systems.

AMS has a dedicated testing facility that follows DGQA standards, ensuring high quality and reliability of their products.

Recognized for its quality and commitment, AMS holds ISO, CEMILAC certifications and is a DRDO-approved partner.

AMS invests significantly in research and development, allocating an average of 7-8% of its revenue to developing and testing critical components under DRDO programs.

A system used to guide light and heavy torpedoes, ensuring accurate targeting and navigation.

Components that control landing gear movement in aircraft, crucial for safe takeoffs and landings.

A specialized processor that processes signals from a digital RF seeker, essential for the accurate identification and targeting of objects.

A comprehensive kit that combines different guidance systems to improve navigation and targeting capabilities for various platforms.

AMS specializes in underwater mines that are strategically deployed to defend critical areas or disrupt enemy operations.

AMS caters to a wide range of clients, including prominent government organizations like DRDO, Indian Army, Indian Navy, DPSU's, as well as private companies like Adani and L&T.

Focuses on electronic systems for aircraft, including on-board equipment and ground support systems.

Provides on-board electronic weapon systems and ground support equipment for missile systems.

AMS offers electronics for naval weapons, ground support systems, and various sub-systems for torpedoes, decoys, jammers, submarines, and ships.

AMS designs payloads checkout systems and ground stations for space applications, contributing to satellite and space exploration.

AMS provides homeland security solutions like integrated surveillance systems, perimeter security systems, anti-drone technology, drones, and ADS-B systems.

India's government is focusing on enhancing the domestic defense industry's capabilities and competitiveness.

Apollo Micro Systems (AMS) is aiming to take advantage of the growing demand for electronic solutions within the defense sector.

AMS is committed to developing innovative solutions, forming partnerships with other companies, and improving operational efficiency.

Statements about future performance or events are subject to risks and uncertainties.

Factors like government policies, economic conditions, technological advancements, and other events could affect the company's actual results.

AMS acknowledges that its statements about the future are based on assumptions that may or may not turn out to be accurate.

AMS emphasizes its commitment to creating value for its stakeholders, including employees, customers, and shareholders.

AMS aims to achieve continued success in the future.

PAT margin is the percentage of profit earned on every rupee of revenue. A higher PAT margin means the company is earning more profit from its sales.

A strong order book means a company has many confirmed projects lined up. This predicts future revenue and stability.

It's a government program that helps Indian companies build advanced defence products with financial support and local expertise.

This is a type of counter-drone system mounted on a vehicle, designed to detect and neutralize hostile drones. It's an advanced defense technology.

A Make II project means the government will not charge the company for development costs, making it more efficient for the company.

The government wants to create a vibrant Indian defense manufacturing sector. It's a goal to export a significant amount of defense equipment.

The Indian defense production sector is rapidly growing, indicating the government's success in supporting local defence manufacturing.