ALFA Finder| Management target | Revenue FY31 |
|---|
| Revenue growth | High double-digit volume growth guided for FY27. |
|---|---|
| Margins | 7-8% normalized EBITDA margin targeted for next 12-15 months. |
| Demand visibility | Primary and secondary demand recovered from May onwards. |
| Management confidence | Confident in volume recovery post-monsoon and margin sustainability. |
Growth
Q1 sales volume was flat YoY; consolidated EBITDA was impacted by inventory write-downs and new vertical expenses.
Outlook
Targeting 7-8% EBITDA margins; high double-digit volume growth; Rs.5,000Cr revenue target by FY31.
Risks
High PVC resin price volatility and geopolitical disruptions; monsoon impacting construction demand in the short term.
Last quarter's promises, checked
Delivered
- Guided 1 lakh ton annual volume → delivered >1 lakh ton (= BEAT)
- Guided Varanasi plant ramp-up → delivered fully operational (= BEAT)
Partly delivered
- Guided 10% EBITDA margin → delivered 7% normalized (= PARTIAL)
Missed
- Guided Q1FY27 revenue INR 400Cr+ → delivered flat YoY sales (= MISS)
- Guided double-digit volume growth for Q1 → delivered flat YoY (= MISS)
Investor Presentation filed with BSE, NSE: APOLLOPIPE. Summary written with AI assistance from the document.
Apollo Pipes Ltd: key numbers
- Share price
- ₹501.95
- Market cap
- ₹2,311 Cr
- Revenue (annual)
- ₹1,105 Cr
- Net profit (annual)
- ₹7.49 Cr
- P/E (TTM)
- -263.8×Sector 51.9×
- Promoter holding
- 53.05%+1.33% QoQ
- FII holding
- 3.16%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Apollo Pipes Ltd
All →Apollo Pipes Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue rose 31% YoY to ₹309.6 Cr on 13% volume growth. EBITDA recovered to ₹11.5 Cr (3.7% margin) from ₹3 Cr in Q1, but management says margins are still below target. Kissan remains loss-making.
Apollo Pipes Q2 FY27 Results: Net Profit ₹0.6 Cr, Down 57.1% YoY
Apollo Pipes Ltd reported revenue from operations of ₹309.6 Cr (+31.4% YoY) and net profit of ₹0.6 Cr (-57.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹0.6 Cr · -57.1% YoY
Apollo Pipes Convertible Warrants
Apollo Pipes converted 20,00,000 fully convertible warrants into equity shares at ₹550 per share (₹110 Crore). Paid-up capital rose from ₹44.05 to ₹46.05 Crore.
- Value
- ₹110.0 Cr
Apollo Pipes Credit Rating
Apollo Pipes Limited's bank facilities worth Rs. 150 Crore were upgraded by ICRA to [ICRA]AA-(Stable)/[ICRA]A1+ from A+. The rationale cites deeper integration with the APL Apollo Group.
Apollo Pipes Board Meeting Date
Apollo Pipes scheduled a board meeting for 5 November 2026 to consider Q2 and half-year results. The trading window reopens on 8 November 2026.
Apollo Pipes Preferential Issue
KITARA PIIN 2401 and PACs received 20,00,000 Apollo Pipes shares upon conversion of preferential allotment warrants. Combined holding rises from 4.01% to 8.35%.