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Earnings Call

Apollo Tyres Earnings Call: Key Takeaways

Apollo Tyres reported record Q3 FY26 consolidated revenue of ₹77.4 billion with 12% YoY growth and 15.3% EBITDA margin, driven by robust domestic demand and strategic branding.

Why this was an Alfa AlertNot a filter event. Results and growth were strong but in line with management's strategic intent rather than a material beat of specific prior guidance.
Highlights
Revenue growth12% YoY consolidated; 13%+ YoY India.
MarginsEBITDA margin improved to 15.3% from 13.7% YoY; Europe margins 17.9%.
Demand visibilityHealthy momentum expected to continue into Q4; double-digit growth in January.
Management confidenceHigh, citing strong brand equity and rural traction via BCCI sponsorship.

Growth

Consolidated revenue up 12% YoY; India revenue up 13%+; Standalone volume growth in mid-teens.

Outlook

Approved ₹5,800 crore capex for India (FY27-29); target 15% ROCE; Netherlands plant restructuring to boost margins from H2 FY27.

Risks

Muted demand in Europe (market growth -4%); rising raw material costs (natural rubber at ₹195/kg).

Source

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

Read the document ↗

Apollo Tyres Ltd: key numbers

Share price
₹400.10
Market cap
₹25,410 Cr
Revenue (annual)
₹28,471 Cr
Net profit (annual)
₹1,372 Cr
P/E (TTM)
14.9×Sector 33.6×
Promoter holding
36.93%+0.00% QoQ
FII holding
10.09%Current quarter

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

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16:44 IST BSE
Other Announcement

Apollo Tyres Other Announcement

Apollo Tyres Ltd has received an ESG rating of '71' for FY25 and FY26 from Niche Ninety Nine Capability and Certifications (OPC) Private Limited.

17:25 IST NSE
Debt & Borrowing

Apollo Tyres Debt & Borrowing: ₹18.82 Cr

Apollo Tyres Ltd confirmed the timely payment of Rs.18.825 Crore as interest on its non-convertible debentures (ISIN: INE438A07193).

Value
₹18.82 Cr
10:50 IST BSE
Annual General Meeting

Apollo Tyres Annual General Meeting

Apollo Tyres seeks shareholder approval via postal ballot to appoint Rajeev Kumar Sinha as Whole-Time Director for five years. E-voting runs September 8 to October 7, 2026.

14:23 IST BSE
Other Announcement

Apollo Tyres Other Announcement

Apollo Tyres Ltd has received an ESG rating of '68' for FY 2026. The rating was voluntarily assigned by NSE Sustainability Ratings and Analytics Limited.