ALFA Finder| Revenue growth | 14% Y-on-Y for Q4 FY26. |
|---|---|
| Margins | Near-term pressure from RM inflation; pricing actions to mitigate. |
| Demand visibility | Strong Q1 momentum; April volumes show continued strength. |
| Management confidence | High, citing strong fundamentals and strategic direction. |
Growth
Q4 revenue reached INR 73.4 billion, up 14% Y-on-Y. India replacement and OE volumes grew in high teens.
Outlook
FY27 CapEx planned at INR 35 billion (80% growth/expansion). Targeting 16%+ long-term European EBITDA margins.
Risks
Geopolitical issues in West Asia causing volatility in raw material, energy, and logistics costs; 20% sequential RM inflation.
Last quarter's promises, checked
Delivered
- Guided India net debt/EBITDA improvement → delivered 1.1x to 0.7x (= BEAT)
- Guided consolidated net debt/EBITDA improvement → delivered 0.7x to 0.4x (= BEAT)
- Guided ROCE improvement → delivered 13.4% vs FY25 (= BEAT)
Partly delivered
- Guided 6-8% price hikes to offset RM → delivered 3-5% implemented so far (= PARTIAL)
Missed
- Guided A&P spends at 2% of sales → delivered 4% of sales (= MISS)
Earnings Call Transcript 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.