SIGMA ADVANCED SYSTEMS LIMITED Earnings Summary — Q4 FY2026

• Completed a major strategic transformation from IT services (Megasoft) to a high-tech Aerospace and Defence company (Sigma Advanced Systems).
• Consolidated revenue skyrocketed to ₹32,281 lakhs in Q4, driven by the acquisition of UK-based Nasmyth Group and domestic defense contracts.
• A successful Scheme of Amalgamation with Sigma Advanced Systems Private Limited was sanctioned by NCLT with an effective date of April 1, 2024.
• Other income contributed significantly to the bottom line, including one-time gains from the sale of landed property during the fiscal year.
• Promoter holding saw a massive increase to 71.22% following share allotments, signaling strong management confidence in the new defense-centric model.
• Operating performance remains volatile as the company integrates 22 subsidiaries across the UK and India following the pivot.
• Significant working capital pressure is evident, with inventory and debtor days remaining high during the scaling phase.

Management is focused on scaling its Tier-1 capabilities in the global aerospace supply chain, leveraging the UK manufacturing footprint. The company has successfully divested its stake in Extrovis AG to sharpen its focus on core defense and aerospace segments.

Improving

The transition from a dormant legacy business to a functional, high-revenue defense contractor is now clearly reflected in the financial statements.

The outlook is robust based on the company's positioning as a Tier-1 integrated player, though future profitability will depend on the stabilization of core operating margins excluding non-recurring other income.