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Earnings Call

Apollo Tyres Earnings Call: Key Takeaways

Apollo Tyres Q4 FY26 results show 14% consolidated revenue growth and 14.6% EBITDA margin, driven by strong replacement and OE demand in India despite European headwinds.

Why this was an Alfa AlertNot a filter event. Results and margins were in line with management's internal performance targets without a specific prior public range beat.
Highlights
Revenue growth14% YoY consolidated; India +14.3%.
MarginsConsolidated EBITDA 14.6%; India 14.6%; Europe 14.6%.
Demand visibilityStrong April volumes; momentum expected to continue through Q1 FY27.
Management confidenceStrong outlook for India/Europe growth; balance sheet leverage improved to 0.4x.

Growth

Consolidated revenue at ₹73.4B (up 14% YoY). India revenue grew 14.3% YoY to ₹52.4B.

Outlook

FY27 CapEx guided at ₹35B (80% for expansion). Targeting 16%+ European EBITDA margins post-restructuring.

Risks

Raw material inflation (mid-to-high teens sequential rise), geopolitical volatility in West Asia, and muted European market conditions.

Source

Earnings Call filed with BSE, 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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