APOLLO

1 deep-dive · 4 policy notes

Deep-dive research

APOLLO2026-06-30

Apollo Micro Systems — Deep Dive Analysis

Deep-dive on Apollo Micro Systems — defence technology leader with ₹1,432 Cr order book, 41% revenue CAGR, but P/E 134x, negative CFO (-₹130 Cr) and 22.5% avg delivery. Verdict: CAUTION — expensive growth story with cash flow problems.

deep-divefundamentaldefenceaerospace

Mentioned in Policy Pulse

BEL:LT:BDL:MTARTECH:APOLLO:DATAPATTNS:PARAS:SOLARINDS:MAZDOCK:COCHINSHIP:GRSE:HAL:HDFCBANK:ICICIBANK:SBIN:KOTAKBANK:AXISBANK:LICHSGFIN:PNBHOUSING:MUTHOOTFIN:MANAPPURAM:DLF:MARUTI:TMPV:M&M:TVSMOTOR:BAJAJ-AUTO:HEROMOTOCO:EICHERMOT:BAJFINANCE:CHOLAFIN:SUNPHARMA:DRREDDY:CIPLA:TCS:INFY:PAYTM:AUROPHARMA:ICICIPRULI:TATAINVEST:INDIGO:COALINDIA:TECHM:ITC:NESTLEIND:HINDUNILVR:JIOFIN:RELIANCE:ASIANPAINT:HDFCLIFE:MAXHEALTH:ULTRACEMCO:APOLLOHOSP:BSE:ANGELONE:MOTILALOFS:IIFL2026-10-06

Policy Pulse - Ministries & Regulators - 06 Oct 2026

The Ministry of Defence signed a Rs 661.50 crore BrahMos fire-control and launcher contract for Indian Navy ships at a minimum 68% indigenous content - BEL and LT are the inferred beneficiaries because PIB names no listed company. The RBI decides rates tomorrow with a 25 basis point hike to 5.50% near-fully priced, the 57th GST Council was rescheduled for a second time to October 8, and SEBI is reported to be partly reversing the Closing Auction Session for derivatives settlement, a positive for BSE, ANGELONE and MOTILALOFS. Trent's 23% Q2 revenue beat drove a 12.6% surge to a Rs 1.5 trillion market cap while Coal India and Tech Mahindra led the day's losses as the Sensex closed 685 points higher at 73,067.81.

policy-pulsedefencerbisebigst

MUTHOOTFIN:MANAPPURAM:BAJFINANCE:CHOLAFIN:SHRIRAMFIN:LICHSGFIN:PNBHOUSING:DLF:OBEROIRLTY:PRESTIGE:GODREJPROP:MARUTI:TMPV:TVSMOTOR:HDFCBANK:ICICIBANK:SBIN:AXISBANK:KOTAKBANK:PNB:ANGELONE:MOTILALOFS:IIFL:BSE:MCX:CDSL:PAYTM:MAZDOCK:COCHINSHIP:GRSE:BEL:HAL:DATAPATTNS:MTARTECH:ASTRAMICRO:APOLLO:MIDHANI:SUNPHARMA:DRREDDY:TCS:INFY:WELSPUNLIV:TRIDENT:KPRMILL2026-10-05

Policy Pulse - Ministries & Regulators - 05 Oct 2026

The RBI's MPC opened a three-day meeting with roughly 60% of polled economists expecting the first repo hike since February 2023 - a 25bp move to 5.50% on October 7 that would pressure LICHSGFIN, DLF and MARUTI - while the 57th GST Council meets the same day with a pre-announced compliance, refunds and ITC package that is positive for SUNPHARMA, WELSPUNLIV and PAYTM. SEBI's Project Jagrook went live on every broker website today, and the Rs 80,000 crore Project-75(I) submarine programme with TKMS reached final approval stage as the clearest single positive for MAZDOCK.

policy-pulseindiarbigstsebi

ONGC:OIL:IOC:BPCL:HINDPETRO:RELIANCE:GAIL:PETRONET:INDIGO:COALINDIA:NTPC:VTL:TRIDENT:PAGEIND:WELSPUNLIV:BHARATFORG:TMCV:MARUTI:APOLLO:XOM:CVX:OXY:COP:EOG:SLB:HAL:USO:VLO:MPC:PSX:DAL:UAL:AAL:LUV:CCL:RCL:NCLH:SPY:QQQ:TLT:JPM:GS:BAC:C:NVDA:AVGO:MSFT:AMZN:GOOGL:META:COIN:CRCL:HOOD:MSTR:MARA:RIOT:GLD2026-09-16

Policy Pulse - Global Spillover - 16 Sep 2026

Brent held above USD 108 after Saudi Arabia's East-West pipeline went offline, the Fed is set to deliver its first hike since 2023 with a 25bp move 94% priced, and the BoJ meets September 17-18 expected to lift rates to a 31-year high of 1.25%. ONGC and OIL gain on the crude bid while IOC, BPCL and HINDPETRO absorb negative marketing margins.

policy-pulseglobaloilfedboj

DATAPATT:BEL:APOLLO:MICRO:ANGELONE:ZERODHA:IIFL:BSE:NSE2026-08-21

Policy Pulse — Ministries/Regulators — 21 Aug 2026

Data Patterns wins Rs 586 cr BEL radar order; Apollo Micro gets Rs 81 cr defence order; SEBI study shows 88.5% of young F&O traders lost money in FY26

policy-pulsedefencesebiipo