AXISCADES Shares Surge 5% After Strong Q3 Results, Revenue Jumps 25%
•February 10, 2026
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Why It Matters
The results underscore AXISCADES’s rapid scaling in defense and aerospace, positioning it as a key player in India’s strategic manufacturing push. Sustained earnings acceleration could attract further institutional investment and support the firm’s ambitious 2030 revenue goal.
Key Takeaways
- •Q3 revenue up 25% YoY to ₹343 crore.
- •EBITDA rose 55% to ₹63 crore, margins 18.3%.
- •Defense segment revenue grew 50% YoY.
- •EPS expected 40‑50% growth FY26‑27.
- •New facilities boost missile component capacity.
Pulse Analysis
India’s defense and aerospace sector is entering a period of heightened investment, driven by government procurement targets and a push for domestic supply chains. AXISCADES, a mid‑cap engineering firm, is benefiting from this macro backdrop, as its diversified portfolio across defense, aerospace, and emerging ESAI technologies aligns with national priorities. The company’s recent Q3 performance reflects not only strong order inflows but also the broader industry trend of accelerating indigenisation, which is reshaping competitive dynamics and creating opportunities for firms with advanced manufacturing capabilities.
Financially, AXISCADES delivered a compelling narrative: revenue surged 25% YoY to ₹343 crore, while EBITDA leapt 55% to ₹63 crore, lifting margin to 18.3%. The near‑doubling of profit after tax to ₹28 crore highlights effective cost control and high‑margin contract wins, particularly in defense where revenue rose 50%. Capital efficiency is evident in the modest net debt of ₹67 crore against a ₹730 crore net worth, supporting a healthy balance sheet that can fund the newly commissioned Devanahalli Aero Land facility and the Hyderabad Aerospace Park acquisition.
Looking ahead, the firm’s guidance of 40‑50% EPS growth for FY26 and FY27 signals confidence in sustaining its growth trajectory. The Power930 vision, targeting ₹9,000 crore revenue by 2030, hinges on scaling production capacity and deepening AI‑driven semiconductor capabilities. At a P/E of 48.6, the stock trades at a premium that reflects market optimism, but the upside remains tied to execution of expansion plans and continued defense spending. Investors will watch order backlogs, margin trends, and the integration of new facilities as key catalysts for future valuation uplift.
AXISCADES shares surge 5% after strong Q3 results, revenue jumps 25%
For the nine‑month period ending December 2025, AXISCADES posted revenue of ₹886 crore, a 16.2 per cent increase, with adjusted PAT of ₹79 crore surpassing full‑year FY25 earnings.
Updated – February 10, 2026 at 02:07 PM
AXISCADES Technologies Limited shares climbed 4.99 per cent to ₹1,238.50 on the National Stock Exchange on Tuesday afternoon, building on momentum from strong third‑quarter financial results announced after market close on February 9.
The aerospace and defense engineering firm reported consolidated revenue of ₹343 crore for Q3 FY26, marking a 25 per cent year‑on‑year increase from ₹275 crore in the same quarter last year. The stock opened at ₹1,238.50 and maintained that level through midday trading, with traded volumes of 0.31 lakh shares worth ₹3.88 crore.
EBITDA for the quarter surged 55.3 per cent to ₹63 crore, with margins expanding 360 basis points to 18.3 per cent. Profit after tax nearly doubled, rising 87.2 per cent year‑on‑year to ₹28 crore. The company’s core business segments—defense, aerospace, and electronics, semiconductors and artificial intelligence (ESAI)—drove growth, with defense revenues up 50 per cent, aerospace up 28 per cent, and ESAI up 18 per cent compared to the previous year.
For the nine‑month period ending December 2025, AXISCADES posted revenue of ₹886 crore, a 16.2 per cent increase, with adjusted PAT of ₹79 crore surpassing full‑year FY25 earnings. The company’s net worth stood at ₹730 crore as of December 31, with net debt at ₹67 crore.
Chairman Dr. Sampath Ravinarayanan outlined expectations for 40‑50 per cent year‑on‑year EPS growth in both FY26 and FY27, guided by the company’s Power930 vision targeting ₹9,000 crore revenue by 2030. The firm commissioned its Devanahalli Aero Land facility and acquired eight acres in Hyderabad’s Aerospace Park for missile component manufacturing.
The stock has gained 69.14 per cent over the past year, though it remains below its September 2025 peak of ₹1,779.20. AXISCADES trades at a P/E ratio of 48.61 with a market capitalization of ₹5,265.78 crore.
Published on February 10, 2026
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