Defence Stock Hits Record High as Apollo Micro Systems surged on September 16, 2025, after foreign and domestic investors raised their stakes. The defence electronics player, which has been on investors’ radar throughout 2025, saw its stock price climb close to ₹335 on the NSE, backed by solid buying pressure. Sources show the price ranged around ₹334–₹336 during live trade.
According to the latest shareholding data, foreign institutional investors purchased more than 2.10 crore shares in the June quarter, taking their ownership to about 7.16 percent. Domestic institutional investors also added about 42.40 lakh shares, lifting their stake to 1.61 percent. This sharp rise in institutional interest has fueled confidence that Apollo Micro Systems is well-positioned to benefit from India’s growing focus on defence manufacturing.
The rally is not just about sentiment. The company has posted strong earnings in recent quarters, with revenue in the first quarter of FY26 rising 46 percent year-on-year and net profit more than doubling. Recent approvals from DRDO and a series of new defence orders have also added to the company’s credibility in the sector. Investors see these developments as clear signals that Apollo Micro Systems is moving from being a niche mid-cap player to a significant part of India’s defence supply chain.
The stock’s performance has been dramatic. From a 52-week low of roughly ₹88, it has now climbed nearly fourfold, making it one of the standout multibagger stories of the year. Analysts point out that such gains are rare in the defence space, which has traditionally been dominated by larger public sector companies. The surge also reflects the government’s push for self-reliance in defence and the broader Make in India program that is attracting new capital to the industry.
Market watchers will now keep a close eye on future orders and execution timelines, as well as promoter pledge levels and balance sheet strength, to assess whether the stock can sustain its momentum. For now, Apollo Micro Systems record high is a reminder of how quickly investor appetite can turn a once-overlooked stock into a market darling.
