ALFA Finder| Revenue growth | 8% YoY growth in Q1FY27. |
|---|---|
| Margins | EBITDA/ton improved 18% YoY to ₹5,522. |
| Order book | 50mn sq. ft. visibility in heavy structural steel tubes. |
| Demand visibility | Strong visibility from high-rise buildings, solar structures, and airports. |
| Management confidence | High, focused on capacity and ESG leadership. |
Growth
Revenue rose 8% YoY to ₹56.1Bn; Net Profit grew 11% YoY to ₹2.6Bn. Volume saw a 6% YoY decrease.
Outlook
Targeting 8 Mn Ton total capacity by FY28 via 2 Mn Ton greenfield/brownfield expansion and 1 Mn Ton debottlenecking.
Risks
Seasonal QoQ declines in volume (19%) and revenue (11%). Exposure to market risks and raw material price fluctuations.
Last quarter's promises, checked
Delivered
- Guided EBITDA/ton ~₹5,300-5,500 → delivered ₹5,522 (= BEAT)
- Guided negative working capital → delivered negative cycle (= BEAT)
- Targeted net cash balance sheet → delivered ₹15Bn+ net cash (= BEAT)
Partly delivered
- Targeted 20-25% EBITDA growth → delivered 11% (= PARTIAL)
Missed
- Guided Q4 volume ~1Mn tons → delivered 0.67Mn tons (= MISS)
- Guided 15-20% volume growth → delivered -6% YoY (= MISS)
Investor Presentation filed with NSE, NSE: APLAPOLLO. Summary written with AI assistance from the document.
APL Apollo Tubes Ltd: key numbers
- Share price
- ₹2,218.40
- Market cap
- ₹61,596 Cr
- Revenue (annual)
- ₹23,079 Cr
- Net profit (annual)
- ₹1,203 Cr
- P/E (TTM)
- 47.0×Sector 17.1×
- Promoter holding
- 28.18%-0.07% QoQ
- FII holding
- 34.15%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from APL Apollo Tubes Ltd
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- Value
- ₹0.02 Cr
APL Apollo Tubes Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue ₹70.0Bn (+34% YoY), EBITDA ₹5.8Bn (+29%), PAT ₹3.8Bn (+27%), volume 963k ton (+13%). Net cash ₹16.3Bn; capacity targeted at 8 Mn ton by FY28.
APL Apollo Tubes Q2 FY27 Results: Net Profit ₹382.4 Cr, Up 26.8% YoY
APL Apollo Tubes Ltd reported revenue from operations of ₹7,002 Cr (+26.6% YoY) and net profit of ₹382.4 Cr (+26.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹382.4 Cr · +26.8% YoY
APL Apollo Tubes Board Meeting Date
APL Apollo Tubes Limited will hold a Board meeting on 26th October 2026 to approve the unaudited standalone and consolidated financial results for the quarter.
APL Apollo Tubes Other Announcement
APL Apollo Tubes Ltd submitted its quarterly shareholding pattern disclosure for the period ending September 30, 2026, in compliance with SEBI regulations.