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Earnings Call

Apollo Pipes Earnings Call: Key Takeaways

Apollo Pipes reported Q4 FY26 results, crossing 1 lakh tons annual volume despite PVC price volatility. Management outlined a 5-year plan for ₹5,000cr revenue by FY31.

Why this was an Alfa AlertNot a filter event. Results were impacted by inventory losses and guidance was for future CAGR, not a confirmed beat.
Highlights
Revenue growthFY26 revenue at ₹1,100cr; targeting 35% CAGR to ₹5,000cr by FY31.
MarginsTargeting ₹8,000-10,000/ton EBITDA for Apollo; Kisan targeting ₹5,000-6,000/ton.
Demand visibilityEncouraging rural demand; urban construction projects rushing for closure.
Management confidenceHigh; leveraging APL Apollo group synergies and brand ambassador Amitabh Bachchan.

Growth

Standalone sales volume grew 7% Y-o-Y; Consol EBITDA declined 30% due to inventory write-downs and aggressive pricing.

Outlook

Targeting 35% revenue CAGR; Q1 FY27 revenue target ₹400cr+; FY27 capex ₹100cr; new South India plant by FY28.

Risks

PVC price volatility (dropped 15%, rallied 75%, fell 25%); demand slowdown in real estate and government infra.

Source

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

Read the document ↗

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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