| 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
- ₹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.
More from Apollo Tyres Ltd
All →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.
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
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.
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.
Apollo Tyres Investor Presentation: Key Takeaways
Apollo Tyres Q1 FY27 revenue grew 12.8% YoY to INR 73,978 Mn, though EBITDA margins contracted to 11.7% due to raw material cost pressures.
Apollo Tyres Q1 FY27 Results: Net Profit ₹348.9 Cr, Up 2604.7% YoY
Apollo Tyres Ltd reported revenue from operations of ₹7,398 Cr (+12.8% YoY) and net profit of ₹348.9 Cr (+2604.7% YoY) for Q1 FY27.
- Key figure
- Net profit ₹348.9 Cr · +2604.7% YoY