Apollo Tyres Limited has informed the Exchange about Transcript of Analyst/ Investor Conference Call
APOLLOTYRE · price
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Apollo Tyres reported consolidated topline growth of 3% YoY with EBITDA margin of 13% for Q4 FY25, down sharply from 16.4% in the same quarter last year, largely due to raw material cost pressures. India revenue grew 8.4% YoY to INR 45.8 billion with EBITDA margin of 11.2%, while European revenue declined 4% YoY to EUR 176 million with EBITDA margin slipping to 14.3% from 17.7% in the previous quarter. Management acknowledged underperformance versus peers, partly attributing it to internal restructuring from a regional to global structure. The company announced an intended decision to close its Enschede plant in the Netherlands by 2026, with production shifting to Hungary, where conversion costs are roughly one-third of Netherlands. Capex for FY26 is guided at INR 1,500 crores including PCR expansions in Hungary and Andhra Pradesh. Management expects demand momentum to recover in Q1 FY26 and guided for margin expansion.
Near-term margins remain under pressure from raw materials and weak Europe volumes, but the Netherlands plant closure and Hungary capacity expansion are expected to drive structural margin improvement over the medium term. Shareholders should watch for the promised Q1 FY26 recovery and clearer guidance on restructuring benefits in the next earnings call.