Bazaar

Apollo Micro Systems : transitioning into a Tier-1 defense OEM


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In this episode of Bazaar, I delve into Apollo Micro Systems, a small cap company producing weapon systems for Indian defense players.


With India’s significant defense budget and a push for domestic production, Apollo has seen impressive returns.


I discuss the business's high entry barriers, growth drivers like a hefty order book and manufacturing ramp-up, and strategic moves like acquiring Ideal Explosives.


However, I also highlight concerns such as limited full-scale production and long working capital cycles. Tune in for an in-depth analysis and consider keeping Apollo Microsystems on your investment radar.


00:11 Overview of Apollo Microsystems


00:27 India's Defense Landscape


01:30 Business and Growth Potential


02:50 Future Growth Drivers


05:12 Potential Concerns and Risks07:52 Conclusion and Final Thoughts


Read the full piece on blog.sid.business

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BazaarBy Siddharth Bothra