| Margins | EBITDA/ton of ₹6,000 is sustainable; target expansion via value-added mix. |
|---|---|
| Order book | Order book of 75k-100k tons from dealer network and OEs. |
| Demand visibility | Strong domestic demand in housing and industrial sectors; double-digit growth expected. |
| Management confidence | Confident in core brands; defensive regarding UAE and low-margin segments. |
Growth
Volume reached 960k tons; EBITDA/ton stabilized at ₹6,000 driven by high-margin roofing and Apollo brands.
Outlook
Targets 20% absolute EBITDA growth by March 2027 and 8MT total capacity within two years.
Risks
Prolonged Middle East instability affecting UAE operations and continued container freight volatility.
Last quarter's promises, checked
Delivered
- Q2 volume better than Q1 (745k t) → 960k t (= BEAT)
- FY27 EBITDA/t ₹5,000–5,500 → ₹6,000 (= BEAT)
Partly delivered
- Apollo/roofing EBITDA/t ₹6,000–7,000 → ₹6,000 blended (= PARTIAL)
Missed
- Q2 volume ~10 lakh t → 960k t (= MISS)
Earnings Call Transcript filed with NSE, NSE: APLAPOLLO. Summary written with AI assistance from the document.
APL Apollo Tubes Ltd: key numbers
- Share price
- ₹2,165.30
- Market cap
- ₹60,121 Cr
- Revenue (annual)
- ₹23,079 Cr
- Net profit (annual)
- ₹1,203 Cr
- P/E (TTM)
- 45.9×Sector 16.7×
- 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
All →APL Apollo Tubes Acquisition Worth ₹0.02 Cr
APL Apollo Tubes acquires 51% of SG Enterprise Solutions for Rs. 0.02 Crore in cash. The target will operate as a Group Shared Services Company subsidiary.
- 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.
APL Apollo Tubes Business Update
APL Apollo Tubes reported a record sales volume of 963,143 Tons for Q2FY27, a 13% YoY increase. Half-yearly sales reached 1,707,966 Tons, reflecting 4% growth.
- sales volume
- 963143.0 Ton