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Apcotex Industries Ltd

Q4 FY26Industrial Products

Apcotex Industries Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹625
Market cap₹3.3K Cr
P/E20.3
Updated23 Aug 2026
Read4 min read

The short version

The company experienced strong volume growth of 14% in FY '26 and expects to continue growing volumes. Expectation of double-digit volume growth for FY '27, potentially low double-digits if demand sustains and capacity is available.

From Apcotex Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • The company experienced strong volume growth of 14% in FY '26 and expects to continue growing volumes.
  • For FY '27, they anticipate low double-digit volume growth if demand persists and capacity allows.
  • Q4 saw 90-100% capacity utilization; earlier quarters had lower utilization.
  • Revenue growth is harder to predict due to raw material price volatility; e.g., FY '26 revenue grew 4% despite 14% volume growth due to pricing factors.
  • The company aims to run plants at full capacity monthly to maximize volumes.
  • Expansion plans include adding capacity in Nitrile latex and NBR in the next financial year to support growth.

2 more points management made on revenue & sales performance

Profitability & Margins

See what Apcotex Industries Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • The company is building a new R&D center with board approval, with a planned investment of INR 20 to 25 crores, focusing on new polymers and molecules (Page 18).
  • There is a planned capacity expansion for Nitrile Butadiene Rubber (NBR) expected to almost double capacity by next year, with the new capacity coming on stream in Q1 of FY '28 (Pages 7, 14).
  • For FY '27, no major new capacity expansion is planned; only some debottlenecking projects to slightly increase capacity (Page 14).

2 more points management made on capital expenditure plans

Top-ranked in Industrial Products

Ranked on what management guided this quarter

5x potential
Rev 1Mar 1
2Shera Energy
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 2
5
Rev 1Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Apcotex Industries Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript from the provided pages does not explicitly mention the current or expected order book or pending orders for Apcotex Industries Limited. However, relevant insights related to capacity and demand include: - The company is running at full or near full capacity (90%-100% in Q4 FY '26). - There is capacity to grow volume by low double digits in the whole year if demand is sustained. - New capacity expansions, especially for Nitrile latex, are planned to come online by Q1 FY '28. - No major CapEx/ new capacity is expected in FY '27, except for some de-bottlenecking projects. - Demand is described as "challenging" with some pushback due to high prices.

2 more points management made on order book & pipeline

Apcotex Industries Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹398 Cr, net profit ₹35 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Apcotex Industries Ltd Q4 FY26 results?

The company experienced strong volume growth of 14% in FY '26 and expects to continue growing volumes. Expectation of double-digit volume growth for FY '27, potentially low double-digits if demand sustains and capacity is available.

What is Apcotex Industries Ltd share price analysis?

Apcotex Industries Ltd currently shows a neutral. 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?

The company is building a new R&D center with board approval, with a planned investment of INR 20 to 25 crores, focusing on new polymers and molecules (Page 18).

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.