APLAPOLLONSEAPL Apollo Tubes Limited· Steel And Steel ProductsMediumNeutral
Announced Wed, 7 May · 15:28 IST

APL Apollo Tubes Limited has informed the Exchange about Investor Presentation

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

APLAPOLLO · price

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▲ 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 reported its highest-ever quarterly and full-year performance for FY25. Q4FY25 sales volume rose 25% YoY to 850k 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% to 3.16 million ton and revenue 14% to ₹206.9Bn, though EBITDA/ton declined 17% to ₹3,797. The company maintained a net cash position of ₹3.1Bn and zero working capital days, while announcing a capacity expansion plan to grow from 4.5 Mn Ton to 6.8 Mn Ton by FY28 with ₹15Bn in capex over the next three years.

Likely market impact

Record Q4 results and a strong 72% jump in net profit signal a healthy recovery in per-ton profitability (EBITDA/ton up 18% YoY in Q4). The capacity expansion roadmap and value-added product focus (58% of sales mix) support long-term growth, though full-year margin contraction and lower ROCE (24.5% vs 29.5% in FY24) remain points to watch.