Apcotex Industries Ltd Q1 FY27 Results & Concall Highlights: Capex ₹220 Cr
Q1 FY27 earnings call analysis: revenue, margin, capex, fundraise and order book outlook from management commentary.
Published 25 Aug 2026 | Industrial Products | Market Cap: ₹3.3K Cr
The company expects to add about ₹600 crores to its topline from announced CAPEX projects coming on stream by 2027, representing around a 40% increase in revenue. The company achieved record Q1 FY27 results with 40% YoY revenue growth and 203% YoY EBITDA growth, signaling strong operational momentum.
From Apcotex Industries Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Price
₹618
Market Cap
₹3.3K Cr
P/E Ratio
20.3
How does Apcotex Industries Ltd rank in Industrial Products?
Compare Apcotex Industries Ltd against every Industrial Products company this quarter on revenue, margins and earnings-call signals.
Apcotex Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹398 Cr, net profit ₹35 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →The company expects to add about ₹600 crores to its topline from announced CAPEX projects coming on stream by 2027, representing around a 40% increase in revenue.
- →Further volume growth depends on market support and opportunities; doubling throughput in five years is possible with favorable market conditions.
- →Domestic volumes grew by 10% despite export volumes dropping by 10-12% due to geopolitical disruptions; exports are expected to recover once the situation stabilizes.
- →The company is exploring adjacencies and expansion within current product segments but no new product launches announced yet.
- →Expansion plans for nitrile latex capacity (stage two) are ready, with decisions pending based on margin sustainability and market dynamics, likely in next 3-4 months.
- →Overall, growth is contingent on sustained demand, market normalization, and successful execution of ongoing capacity expansions.
See what Apcotex Industries Ltd said on profitability & margins — free account, 30 seconds.
🏗️ Capital Expenditure Plans
Yes- →Ongoing CAPEX of approximately ₹220 crores, covering both NBR capacity expansion and synthetic latex expansion.
- →NBR capacity expansion to be operational by Q1 FY 2027, likely April.
- →Synthetic latex (SB latex and others) CAPEX expected to come online shortly after NBR expansion, around end of Q1 FY 2027.
- →Potential third phase of nitrile latex capacity expansion is on the cards, with project plans ready; decision expected in 3-4 months based on margin outlook and market conditions.
- →Expansion plans focus on existing segments with synergies, no immediate plans for unrelated business lines.
- →CAPEX funded so far is self-funded without debt, but might involve debt in next few quarters.
- →Investments aim to add around ₹600 crores to top line by 2027 from announced expansions.
See what Apcotex Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
📋 Order Book & Pipeline
No information- →There is no explicit mention of the current or expected order book or pending orders in the provided transcript pages.
- →However, it is noted that:
- → - Export volumes dropped 10-12% mainly due to disruptions in the MENA region caused by geopolitical issues.
- → - Domestic volumes increased by about 10%, indicating strong demand across various sectors including paper, construction, and rubber goods.
- → - Once the war situation in the MENA region normalizes, export order volumes are expected to recover quickly.
- →The company continues to grow its Apco Build segment, though it remains a small part of the business.
- →No specific figures or timelines for order book or pending orders were disclosed in the shared content.
Key Metrics
1 of 5 growth signals positive in the Q1 FY27 call.
Revenue
Margin
Capex
Fundraise
Order Book
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What APCOTEXIND's management said in earlier quarters
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Frequently Asked Questions
What were Apcotex Industries Ltd Q1 FY27 results?
The company expects to add about ₹600 crores to its topline from announced CAPEX projects coming on stream by 2027, representing around a 40% increase in revenue. The company achieved record Q1 FY27 results with 40% YoY revenue growth and 203% YoY EBITDA growth, signaling strong operational momentum.
What is Apcotex Industries Ltd share price analysis?
Apcotex Industries Ltd currently shows a below-average growth signal. The stock trades at a P/E of 20.3 with a market cap of ₹3,264 Cr. Investors should review the full earnings analysis for detailed insights.
Is Apcotex Industries Ltd planning capital expenditure?
Ongoing CAPEX of approximately ₹220 crores, covering both NBR capacity expansion and synthetic latex expansion.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.
