APL Apollo Tubes Limited has informed the Exchange about Transcript

APL Apollo Tubes reported strong Q4 FY '26 results despite Middle East crisis disruptions. Key metrics include 9% Y-o-Y volume growth, EBITDA per ton of INR5,500+, 37% ROCE for full year, and INR20 billion operating cash flow. Dubai operations ran at 40% utilization due to gas shortages, while domestic operations faced 10-15 days disruption in March from energy crisis. Management maintained FY '27 guidance of 15-20% volume growth, 20-25% EBITDA growth, and 25-30% PAT growth. Capex plan of INR500-600 crores annually continues toward 8 million ton capacity target by FY '28. Market share improved to 65% from 55% year-over-year. Management emphasized focus on profitability over volume given uncertain environment, with INR5,500/ton EBITDA deemed sustainable. Surplus cash after clearing INR500 crore liability will be returned via higher dividends or buyback.