ALFA Finder| Revenue growth | 12.8% YoY Consolidated; 15.6% YoY India. |
|---|---|
| Margins | Declining YoY (11.7% vs 13.2%) due to RM costs. |
| Demand visibility | Strong across categories and channels looking ahead. |
| Management confidence | High; citing strongest India quarterly growth in 14 quarters. |
Growth
India revenue rose 15.6% YoY to INR 54.6 Bn; Europe revenue grew marginally by 0.5% in Euro terms.
Outlook
Positive pricing actions initiated to mitigate cost impact; strong demand visibility maintained across India channels.
Risks
EBITDA margins declined 149 bps YoY due to cost push from raw material price volatility.
Last quarter's promises, checked
Delivered
- Guided 6-8% price hikes → delivered positive pricing actions (= BEAT)
- Guided net debt/EBITDA improvement → delivered stable 0.4x (= BEAT)
- Guided strong India volume growth → delivered 15.6% YoY revenue (= BEAT)
Partly delivered
- Guided FY27 CapEx INR 35 Bn → delivered FY26 revised plan INR 14 Bn (= PARTIAL)
Missed
- Guided 14.6% EBITDA margin → delivered 11.7% (= MISS)
Investor Presentation filed with NSE, NSE: APOLLOTYRE. Summary written with AI assistance from the document.
Apollo Tyres Ltd: key numbers
- Share price
- ₹424.55
- Market cap
- ₹26,963 Cr
- Revenue (annual)
- ₹28,471 Cr
- Net profit (annual)
- ₹1,372 Cr
- P/E (TTM)
- 15.5×Sector 32.5×
- Promoter holding
- 36.93%+0.00% QoQ
- FII holding
- 10.08%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Apollo Tyres Ltd
All →Apollo Tyres Earnings Call Transcript: Key Takeaways
Q2 FY27 consolidated revenue INR 79,682 Mn (+16.6% YoY), EBITDA INR 8,554 Mn (-16.2%), margin 10.7% (-421 bps). PAT INR 2,921 Mn. India-led growth; margins hit by raw material inflation.
Apollo Tyres Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue INR 79,682 Mn (+16.6% YoY), EBITDA INR 8,554 Mn (-16.2%), margin 10.7% (-421 bps). India-led growth with margin compression.
Apollo Tyres Management Change
Apollo Tyres appointed Ravi Shingari as Chief Financial Officer, effective November 4, 2026. He is an internal promotee with prior KPMG India tax partner experience.
Apollo Tyres Q2 FY27 Results: Net Profit ₹292.3 Cr, Up 13.3% YoY
Apollo Tyres Ltd reported revenue from operations of ₹7,968 Cr (+16.6% YoY) and net profit of ₹292.3 Cr (+13.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹292.3 Cr · +13.3% YoY
Apollo Tyres Other Announcement
Apollo Tyres informs exchanges that its RTA, KFin Technologies, is shifting its corporate office effective 1 December 2026. The RTA's registered office remains unchanged.
Apollo Tyres Board Meeting Date
Apollo Tyres has scheduled a November 4, 2026 board to consider Q1 results and an NCD private placement. The NCD issue awaits shareholder ballot approval.