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Earnings Call

Apar Industries Earnings Call: Key Takeaways

Apar achieved record FY26 revenue of ₹22,902cr, up 23.3%, but faced late-quarter headwinds from Middle East conflict-induced logistical disruptions and metal price volatility affecting margins in oil and cable segments.

Highlights
Revenue growthFY26 revenue up 23.3% YoY to ₹22,902cr; Q4 grew 26.7%.
MarginsConductor margins hit record highs; oil and cable faced macro-led compression.
Order bookConductor order book healthy at ₹7,671cr; cable book at ₹1,900cr.
Demand visibilityStrong visibility from global grid modernization and US data center expansion.
Management confidenceCautiously optimistic; highlighted strong long-term fundamentals despite immediate macro headwinds.

Growth

Revenue grew 27% in Q4, primarily volume-led. Conductor and cable divisions outperformed, with conductor EBITDA per ton reaching ₹44,919.

Outlook

Management significantly raised FY27 capex to ₹1,500cr (vs ₹740cr in FY26) to target ₹10,000cr cable revenue and capture US data center demand.

Risks

Near-term risks include Middle East war-related freight spikes, soaring aluminum premiums, and severe labor shortages at project sites due to elections.

Source

Earnings Call filed with BSE, NSE: APARINDS. Summary written with AI assistance from the document.

Read the document ↗

Apar Industries Ltd: key numbers

Share price
₹17,776.00
Market cap
₹74,432 Cr
Revenue (annual)
₹22,902 Cr
Net profit (annual)
₹976.9 Cr
P/E (TTM)
63.0×Sector 45.9×
Promoter holding
55.42%-2.35% QoQ
FII holding
11.36%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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