Apollo Tyres Limited has informed the Exchange about Investor Presentation - Q4 FY25.
APOLLOTYRE · price
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Apollo Tyres shared its Q4 FY25 and FY25 investor presentation on May 15, 2025. Q4 FY25 consolidated revenue grew 2.6% year-on-year to ₹64,236 Mn, but EBITDA fell 18.5% to ₹8,374 Mn with margins shrinking 339 basis points to 13.0%. For the full year FY25, revenue rose 2.9% to ₹261,234 Mn while EBITDA dropped 19.7% to ₹35,715 Mn, with margins contracting 385 basis points to 13.7%. The margin pressure was attributed to steep raw material inflation of about 11% year-on-year, soft OEM volumes, and capacity constraints in Europe. Management indicated they expect Europe's operating performance to recover later in the year as additional capacity comes online, supported by premiumisation and cost optimisation. The company reduced gross debt from ₹39 Bn to ₹34 Bn, with Net Debt to EBITDA at a healthy 0.8x, and kept FY25 capex below earlier guidance.
Sharp margin compression is a clear negative for shareholders, though the strong balance sheet and debt reduction offer some comfort. The expected European recovery and ongoing premiumisation push could support sentiment if delivered, but raw material costs and weak OEM demand remain key risks to watch.