| Revenue growth | Q2 +48.2% YoY; H1 +43.8% YoY |
|---|---|
| Margins | Q2 EBITDA margin 11.69%, down 37 bps YoY; H1 17.12%, up 599 bps |
| Demand visibility | Q2 sales volume +7% YoY; exports recovered from Q1 decline |
| Management confidence | Mgmt calls H1 strongest-ever half-year, record EBITDA, PBT, PAT |
Growth
Q2 revenue +48.2% YoY to INR 4,989 Mn; PAT +37.5%. H1 revenue +43.8% to INR 10,246 Mn; EBITDA +121.2%.
Outlook
No quantified guidance given. INR 2,100 Mn Valia plant expansion capex remains largely on track.
Risks
Q2 revenue down 5.1% QoQ and PAT margin down 53 bps YoY. Working capital elevated from higher input costs; receivables rose to INR 3,214 Mn.
Last quarter's promises, checked
Delivered
- Avg EBITDA margin guided 15-16% → H1 FY27 17.12% (= BEAT)
Partly delivered
- Q1 volume -10-12% YoY (export-led), reversal 'very quickly' post-war → Q2 volume +7% YoY, exports recovered (= PARTIAL)
- Capex ~INR 2,200 Mn (220 cr, both projects) → INR 2,100 Mn, 'largely on track' (= PARTIAL)
Missed
- Avg EBITDA margin guided 15-16% → Q2 11.69% (= MISS)
Investor Presentation filed with NSE, NSE: APCOTEXIND. Summary written with AI assistance from the document.
Apcotex Industries Ltd: key numbers
- Share price
- ₹504.95
- Market cap
- ₹2,618 Cr
- Revenue (annual)
- ₹1,442 Cr
- Net profit (annual)
- ₹101.4 Cr
- P/E (TTM)
- 15.3×Sector 30.9×
- Promoter holding
- 58.23%+0.00% QoQ
- FII holding
- 1.56%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Apcotex Industries Ltd
All →Apcotex Industries Q2 FY27 Results: Net Profit ₹34.8 Cr, Up 37.5% YoY
Apcotex Industries Ltd reported revenue from operations of ₹498.9 Cr (+48.2% YoY) and net profit of ₹34.8 Cr (+37.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹34.8 Cr · +37.5% YoY
Apcotex Industries Acquisition Worth ₹0.72 Cr
Apcotex Industries Limited executed an agreement to acquire a 1.275% equity stake in Amplus Ampere Private Limited for Rs. 0.72 Crore for captive solar power consumption.
- Value
- ₹0.72 Cr
Apcotex Industries Board Meeting Date
Apcotex Industries scheduled its board meeting for 28 October 2026 to approve Q1 and H1 FY27 audited results. Trading window remains closed until results are declared.
Apcotex Industries Other Announcement
Apcotex Industries has submitted its quarterly shareholding pattern filing for the period ended September 30, 2026. This is a routine regulatory compliance disclosure.
Apcotex Industries Credit Rating
ICRA Limited has reaffirmed credit ratings for various instruments of Apcotex Industries Limited. The ratings remain assigned to the company's existing debt facilities.
Apcotex Industries Investor Presentation: Key Takeaways
Apcotex reported record Q1 FY27 results with Revenue of 526 Cr (up 40% YoY) and PAT of 79 Cr (up 311% YoY). Performance driven by improved realizations and operational resilience despite export headwinds.