APLAPOLLONSEAPL Apollo Tubes Limited· Steel And Steel ProductsMediumNeutral
Announced Wed, 7 May · 15:24 IST

APL Apollo Tubes Limited has informed the Exchange regarding a press release dated May 07, 2025, titled "Press Release".

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

APLAPOLLO · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

APL Apollo Tubes reported record-high quarterly and full-year performance for FY25. Q4FY25 sales volume rose 25% YoY to 850,447 Ton, revenue grew 16% to ₹55.1Bn, EBITDA jumped 48% to ₹4.1Bn, and net profit surged 72% to ₹2.9Bn. For the full year FY25, volume grew 21% YoY to 3.16 Mn Ton and revenue rose 14% to ₹206.9Bn, while EBITDA per ton stood at ₹3,797 (down 17% YoY). The company maintained a net cash position of ₹3.1Bn (up from ₹0.18Bn in FY24) and zero net working capital days. Value-added sales mix improved to 58% from 56% in the previous quarter. Management guided capacity expansion to 6.8 Mn Ton by FY28 with ₹15Bn capex over 3 years, including new plants in Gorakhpur, Kolkata, Bhuj, Malur, Dubai, and Raipur.

Likely market impact

Strong Q4 results with record volume, revenue, EBITDA, and profit signal robust demand and operational efficiency. Improving EBITDA/ton and rising value-added mix are positive for margins going forward. The expanded capex plan and visible order pipeline support continued growth, though the FY25 full-year EBITDA per ton decline and weaker ROCE (24.5% vs 29.5%) may warrant attention.