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Earnings Call

Apollo Pipes Earnings Call: Key Takeaways

Apollo Pipes reported Q4FY26 revenue of ₹347 Cr (+10% YoY) and FY26 revenue of ₹1,104.9 Cr. The company is focused on capacity expansion and scaling the Kisan Mouldings acquisition.

Highlights
Revenue growthFY26 revenue ₹1,104.9 Cr, down 6% YoY.
MarginsFY26 EBITDA margin 6.0%; Q4FY26 margin 5.2%.
Demand visibilityStrong demand in North India; focus on Central and Western markets.
Management confidenceTargeting 25%+ revenue growth for FY27.

Growth

FY26 sales volume grew 4% to 103,752 MT; however, FY26 PAT dropped 77% YoY to ₹7.5 Cr due to margin compression.

Outlook

Targeting 25%+ CAGR over next 3 years; expanding capacity to 288,000 MT via brownfield and greenfield Varanasi projects.

Risks

EBITDA margins contracted 208bps to 6.0% in FY26; Net Debt increased to ₹40 Cr from a net cash position.

Source

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

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Apollo Pipes Ltd: key numbers

Share price
₹511.45
Market cap
₹2,253 Cr
Revenue (annual)
₹1,105 Cr
Net profit (annual)
₹7.49 Cr
P/E (TTM)
-244.4×Sector 53.6×
Promoter holding
51.72%+0.00% QoQ
FII holding
2.53%Current quarter

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

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Value
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