APL Apollo Tubes Limited has informed the Exchange regarding a press release dated July 24, 2025, titled "Press Release".
APLAPOLLO · price
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APL Apollo Tubes reported Q1FY26 sales volume of 794,350 tons, up 10% year-on-year but down 7% from the previous quarter. Revenue rose 4% YoY to ₹51.7bn, while EBITDA grew 23% YoY to ₹3.7bn with EBITDA per ton at ₹4,683. Net profit increased 23% YoY to ₹2.4bn. The company maintained a net cash position of ₹2.1bn and ROCE of 28.6%. Value-added product mix improved to 61% of sales from 58% in Q4FY25. Management noted the volume growth was below their expectations due to weak demand, geopolitical tensions, US tariff uncertainty, slower government spending, and an early monsoon. They expect a stronger second half of FY26.
Mixed quarter with solid YoY profit growth but sequential weakness in volumes and margins. Management's guidance for an H2FY26 recovery and a clear capacity expansion roadmap to 6.8 Mn Ton by FY28 (from 4.5 Mn Ton currently) supports a positive medium-term outlook, though near-term sentiment may be cautious given the demand headwinds acknowledged.