Apollo Pipes Limited has informed the Exchange about Investor Presentation
APOLLOPIPE · price
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Awaiting price reaction for this filing.
Apollo Pipes reported FY25 consolidated revenue of ₹1,182 Cr, up 20% YoY, driven by a 23% YoY jump in sales volume to 99,705 tons. However, FY25 EBITDA was flat YoY at ₹95.7 Cr with margin contracting 162bps to 8.1%, and PAT fell 23% to ₹32.6 Cr. In Q4FY25 alone, revenue rose 23% YoY to ₹314.8 Cr and PAT jumped 45% YoY to ₹9.8 Cr, but EBITDA margin dropped 231bps YoY to 7.6%. The company turned net cash positive at ₹46 Cr (vs ₹7 Cr net debt in FY24). Management cited weak retail demand, volatile PVC resin prices, and reduced government infrastructure spending as headwinds, and guided to 25%+ revenue CAGR over the next three years with capacity expanding to 286,000 tons in 2-3 years.
Mixed for shareholders — strong volume growth and a debt-free, net-cash balance sheet are positives, but sharply lower margins and a 23% drop in full-year PAT highlight real pressure on profitability. The 25%+ multi-year growth target signals management confidence, but execution in a weak demand environment will be the key driver of stock reaction.