APOLLOTYRENSEApollo Tyres Limited· TyresHighNeutral
Announced Thu, 7 Aug · 17:45 IST

Apollo Tyres Limited has informed the Exchange regarding Board meeting held on August 07, 2025.

Exceptional ItemEbitda Margin CompressionResults View source PDF

APOLLOTYRE · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Apollo Tyres reported Q1 FY26 consolidated revenue of ₹65,608 Million, up ~3.6% YoY from ₹63,349 Million. However, consolidated profit after tax collapsed to just ₹129 Million (vs ₹3,020 Million in Q1 FY25), dragged down by a massive ₹3,702 Million exceptional charge for restructuring at its Netherlands-based Enschede plant, which the company plans to shut by summer 2026. On a standalone basis, the picture is healthier — revenue grew ~3% to ₹47,254 Million and PAT rose ~16% to ₹2,222 Million, with EPS of ₹3.50. Operating margin (EBITDA) on a consolidated basis compressed to 13.23% from 14.35% a year ago. The board also approved a new ESOP 2025 scheme, granting about 2.67 million options at ₹450 per share. The statutory auditor issued an unqualified (clean) limited review report.

Likely market impact

Short-term, the stock may react negatively due to the sharp drop in consolidated profit and the large restructuring charge tied to the Enschede plant closure. However, the core standalone business is stable, debt-equity is healthy at 0.19x, and the Netherlands shutdown is part of a strategic cost-rationalisation move that could improve margins from FY27 onwards.