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APL Apollo Tubes

Q1 FY27Industrial Products

APL Apollo Tubes Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹2,195
Market cap₹63.0K Cr
P/E51.3
Updated23 Sept 2026
Read4 min read

What the Q1 FY27 call signalled

2 of 3 strong

RevenueGood growth
MarginMargins steady
CapexCapex planned

The short version

Targeting 15% to 20% volume growth for FY27, with Q2 and subsequent quarters showing improving momentum. Targeting 20% absolute EBITDA growth for FY27 compared to FY26.

From APL Apollo Tubes's Q1 FY27 earnings-call transcript · updated 23 Sept 2026.

Revenue & Sales Performance

Good growth
  • Targeting 15% to 20% volume growth for FY27, with Q2 and subsequent quarters showing improving momentum.
  • Q1 volume was around 7.5 lakh tons; aiming for 10 lakh tons in Q2, 10.5 lakh tons in Q3, and full capacity (5 million tons) plus new plants in Q4 targeting 12 lakh tons.
  • Expansion includes new plants at Gorakhpur, Siliguri, and Malur, adding approximately 2 million tons over 2.5 years, plus 1 million tons from debottlenecking.
  • Aim to increase value-added product share from 65% to 75-80% by end of FY28, improving margins and reducing commodity pricing volatility impact.

2 more points management made on revenue & sales performance

Profitability & Margins

See what APL Apollo Tubes said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • APL Apollo Tubes is putting up a 5 lakh ton plant around the Pune corridor to reduce freight cost (INR200 to INR300 per ton for Pune market) (Page 15).
  • New capacity expansions include:
  • Gorakhpur plant (200,000 tons)
  • Siliguri plant (300,000 tons)
  • New Malur plant (1 million tons; value-added products with targeted EBITDA margin of INR8,000+ per ton)
  • Another 0.5 million ton plant contemplated in either Maharashtra or North Karnataka
  • These new capacities totaling around 2 million tons are expected to come online over the next two and a half years (Page 4 and Page 18).

2 more points management made on capital expenditure plans

Top-ranked in Industrial Products

Ranked on what management guided this quarter

5x potential
1Susan Electrical
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 APL Apollo Tubes said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not explicitly mention specific details on the current or expected order book or pending orders for APL Apollo Tubes Limited. However, from the discussions the following points can be inferred: - July volumes reached 3 lakh tons with continued momentum expected in August and September, indicating strong demand. - New capacities at Gorakhpur (200,000 tons) and Siliguri (300,000 tons) plants are starting/restarting soon, expected to contribute to volume ramp-up in Q3 and Q4. - Expansion includes a new Malur plant (~1 million tons) and another ~0.5 million-ton plant planned in Maharashtra or North Karnataka. - Export market, especially Dubai, is recovering after logistics disruptions, contributing to volume growth.

2 more points management made on order book & pipeline

APL Apollo Tubes — 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 ₹6.3K Cr, net profit ₹354 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What APL Apollo Tubes's management said in earlier quarters

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Frequently Asked Questions

What were APL Apollo Tubes Q1 FY27 results?

Targeting 15% to 20% volume growth for FY27, with Q2 and subsequent quarters showing improving momentum. Targeting 20% absolute EBITDA growth for FY27 compared to FY26.

What is APL Apollo Tubes share price analysis?

APL Apollo Tubes currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 51.3 with a market cap of ₹63,031 Cr. Investors should review the full earnings analysis for detailed insights.

Is APL Apollo Tubes planning capital expenditure?

APL Apollo Tubes is putting up a 5 lakh ton plant around the Pune corridor to reduce freight cost (INR200 to INR300 per ton for Pune market) (Page 15).

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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.