Rossell Techsys Limited has released the transcript of its Q3 FY26 earnings conference call, which was held on February 04, 2026. The call, hosted by Anand Rathi Share and Stockbrokers Limited, featured insights from Managing Director Mr. Rishab Gupta, CEO Mr. Senthil Balasubramanian, COO Ms. Zeena Philip, and CFO Mr. Jayanth V. During the call, the management highlighted a record-breaking quarter for Rossell Techsys, with revenue for Q3 FY26 reaching approximately ₹130 crore, marking a 72% year-on-year increase. Profit before tax stood at ₹8.23 crore. For the nine-month period, revenue grew by 98% year-on-year to ₹343 crore, with PBT increasing to ₹19 crore from ₹1.2 crore in the previous year. Operationally, the company noted significant progress in the semiconductor equipment manufacturing segment, generating over ₹10 crore in revenue in its first quarter post-qualification. Space technology programs are advancing towards volume production, with the first large batch expected before the end of the financial year. Defence aerospace programs continue to perform strongly, bolstered by a new order. The company also submitted bids totaling around ₹700 crore in the aerospace, semiconductor, and space technology sectors and secured firm orders exceeding ₹200 crore in the third quarter. Rossell Techsys is planning a Qualified Institutional Placement (QIP) to raise capital for expansion, capacity creation, and to support large programs. The company workforce stands at 1,177 people. To address increased demand, Rossell Techsys is assessing the lease of an additional 210,000 square feet facility, expected to be operational from April 1, 2026. The management anticipates continued growth, with projections for FY27 revenue to be around ₹800 crore. The revenue split is expected to move towards a 50-50 balance between aerospace & defence and non-aerospace & defence segments from the current 70-30 split. Profit margins are projected to improve to 17-22% due to scale, operational efficiencies, and programs moving into production. Discussions also covered the company's diversification strategy, the potential of the semiconductor and space sectors, the India-US trade deal's positive impact, expansion plans, and intellectual property related to build-to-spec work. The company currently has confirmed orders of over ₹750 crore and strategic agreements exceeding ₹2,500 crore. Approximately 99% of the current revenue is export-oriented, with efforts underway to increase domestic revenue share.
