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Earnings Call

APL Apollo Tubes Earnings Call: Key Takeaways

APL Apollo Tubes reported strong Q4 FY26 performance with EBITDA/ton at record ₹5,525 despite regional crises, focusing on margin preservation over volume.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with management's stated trajectory.
Highlights
MarginsRecord EBITDA/ton due to brand premium and product mix.
Demand visibilityPositive long-term; expecting government infrastructure spending to rebound.
Management confidenceHigh; maintaining yearly targets despite short-term volatility.

Growth

Volume grew 9% YoY. Full-year FY27 guidance: 15-20% volume growth, 20-25% EBITDA, 25-30% PAT.

Outlook

Capex plan of ₹1,400-1,500cr to reach 8-million-ton capacity by FY28. Net cash balance of ₹1,510cr.

Risks

Global supply chain disruptions, raw material steel shortages, and energy crisis impacting India operations.

Source

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

Read the document ↗

APL Apollo Tubes Ltd: key numbers

Share price
₹2,214.70
Market cap
₹61,493 Cr
Revenue (annual)
₹23,079 Cr
Net profit (annual)
₹1,203 Cr
P/E (TTM)
50.0×Sector 19.0×
Promoter holding
28.25%+0.00% QoQ
FII holding
35.12%Current quarter

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

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