Submission of Transcript of Investors Earnings Call on Audited Financial Results (Standalone & Consolidated) for Q4 and Financial Year Ended March 31, 2025 (2024-25).
Awaiting price reaction for this filing.
APAR Industries posted record Q4 FY25 results, with consolidated revenue crossing Rs. 5,000 crores for the first time at Rs. 5,210 crores (up 16.9% year-on-year), driven by a 31.4% surge in domestic business and a 195.6% jump in US shipments. EBITDA grew 5.7% to Rs. 483 crores and profit after tax rose 5.9% to Rs. 250 crores. For the full year, revenue reached Rs. 18,581 crores (up 15%). Management guided FY26 volume growth of ~10% in conductors, 6-8% in oils, and 25% value growth in cables, while upgrading conductor EBITDA-per-ton guidance to Rs. 30,000+ (up from Rs. 27,000-28,000 earlier). The company announced a Rs. 1,300 crore CAPEX plan over the next 12-15 months (Rs. 800 crore for cables, Rs. 300 crore for conductors, Rs. 200 crore for oils), funded equally through equity and long-term debt. Pending order book stood at Rs. 7,163 crores for conductors and Rs. 1,500 crores for cables.
Positive for shareholders — record quarterly revenue, upgraded margin guidance, and a major capacity expansion plan signal strong growth visibility, though the Rs. 1,300 crore CAPEX (50% debt-funded) and US tariff overhang remain near-term watchpoints.