Apar Industries Limited has informed the Exchange about Investor Presentation
APARINDS · price
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Apar Industries reported Q4 FY26 consolidated revenue of Rs 6,603 crore, up 20.5% YoY, with full-year FY26 revenue at an all-time high of Rs 22,902 crore (up 23.3% YoY). EBITDA for Q4 came in at Rs 584 crore (up 19.3%) but EBITDA margin compressed to 8.8% from 9.4% a year ago, while PAT margin fell to 3.8% from 4.8% last year. The company attributed margin pressure to one-offs including new wage code impact on gratuity/leave encashment, MTM impact on ECB loan, and provision for an old legal case; excluding these, PAT would have grown 14% YoY. All three divisions showed strong revenue growth: Conductor (Rs 3,764 crore, up 29.9%), Cable (Rs 1,903 crore, up 35%), and Specialty Oil (Rs 1,311 crore, up 4.8%). US business scaled up significantly with 49.7% growth in FY26. Conductor division has pending order book of Rs 7,671 crore with new order inflow of Rs 11,450 crore, up 24.2% YoY. PAT for 12M FY26 reached Rs 977 crore, up 19% YoY.
Strong revenue growth across all divisions and scaling US business are positives, but margin compression and PAT margin decline to 3.8% in Q4 signal cost pressures. The large order book in conductors provides revenue visibility for FY27. One-time charges in Q4 masked underlying operational strength.