Apollo Pipes Limited has informed the Exchange about Investor Presentation
APOLLOPIPE · price
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Apollo Pipes reported a challenging FY26 with revenue declining 6% YoY to Rs 1,105 Cr and PAT falling 77% YoY to Rs 7.5 Cr. Q4FY26 showed some recovery with revenue up 10% YoY to Rs 347 Cr and sales volume jumping 21% YoY to 31,366 MT. The company cited volatility in PVC resin prices, prolonged unseasonal rainfall, and subdued infrastructure spending as key challenges. EBITDA margin compressed significantly to 6.0% for FY26 (down 208bps YoY) from 8.1% in FY25. Management remains confident of improved performance in FY27 as PVC prices stabilize. The company plans to expand capacity to 288,000 Ton in 2 years from current 240,000 Ton and targets 25%+ revenue growth CAGR over the next three years.
The stock faces pressure from margin compression and profit decline despite volume growth, indicating pricing power challenges. Management's guidance for FY27 recovery and clear capacity expansion plans provide a positive medium-term outlook, but near-term profitability remains under stress.