APL Apollo Tubes
APL Apollo Tubes Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
APL Apollo Tubes Q4 FY26 key numbers
- Revenue
- May and June expected to see better volume traction, with volumes aiming around 3 lakh tons in May and 3.5 lakh tons in June.
As stated in APL Apollo Tubes's Q4 FY26 earnings call transcript · published 3 Jul 2026. Reported figures, not investment advice.
The short version
Targeting volume growth of 15% to 20% for FY'27, with 15% on the lower side if conditions worsen. For FY '27, APL Apollo Tubes targets: - Volume growth of 15% to 20% - EBITDA growth of 20% to 25% - PAT growth of 25% to 30% - EBITDA per ton is expected to remain sustainable around INR 5,000 to INR 5,500, supported by better product mix and pricing.
From APL Apollo Tubes's Q4 FY26 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- Targeting volume growth of 15% to 20% for FY'27, with 15% on the lower side if conditions worsen. (Page 11, 14)
- EBITDA growth guidance of 20% to 25% and PAT growth of 25% to 30% for FY'27. (Page 11)
- May and June expected to see better volume traction, with volumes aiming around 3 lakh tons in May and 3.5 lakh tons in June. (Page 11)
- Capacity expansion underway, including new plants in East and South India (Bangalore Malur 2), expected to aid medium to long-term growth and market share gains. (Page 13)
2 more points from APL Apollo Tubes's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what APL Apollo Tubes said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Targeted capex for FY'27 is around INR 500-600 crores annually.
- Total pending capex plan for capacity expansion to 8 million tons is about INR 1,400-1,500 crores.
- The company plans to complete this capex over the next 2 to 2.5 years.
- New plants are being set up in East India to enter new markets and compete with local players.
- Capacity building is also underway in South India, including a new Bangalore plant (Malur 2) focusing on lighter structures.
- Capex is fully funded from internal cash flows, relying on a strong balance sheet without additional leverage.
2 more points from APL Apollo Tubes's call on capex
Create a free account to keep reading this call
Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
APL Apollo Tubes — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹7.0K Cr, net profit ₹382 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What APL Apollo Tubes Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
Others in Industrial Products this season
- Shubhshree Biofuels Energy Ltd (Q4 FY26)
Long-term growth supported by increasing biomass blending mandates (from 5% to 30% by FY30). Key concall takeaways from Shubhshree Biofuels Energy Ltd's Q4…
- Rappid Valves India Ltd (Q4 FY26)
Capacity is well equipped to handle up to ₹120 crores in turnover without significant capex, focusing on higher-value valves rather than volume increase. Key…
- United Heat Transfer Ltd (Q4 FY26)
Current order book is approximately INR 36-37 crores (Page 11). Key concall takeaways from United Heat Transfer Ltd's Q4 FY26 earnings call — and how it ranks…
- Aeron Composites Ltd (Q4 FY26)
For H2 FY26, revenue from operations was ₹103 Cr; for H1 FY26, ₹118.8 Cr, totaling ₹221.8 Cr for FY26. Key investor presentation takeaways from Aeron Composites
Arthneeti Pro · Annual
APL Apollo Tubes and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were APL Apollo Tubes Q4 FY26 results?
Targeting volume growth of 15% to 20% for FY'27, with 15% on the lower side if conditions worsen. For FY '27, APL Apollo Tubes targets: - Volume growth of 15% to 20% - EBITDA growth of 20% to 25% - PAT growth of 25% to 30% - EBITDA per ton is expected to remain sustainable around INR 5,000 to INR 5,500, supported by better product mix and pricing.
What is APL Apollo Tubes share price analysis?
APL Apollo Tubes currently shows a neutral. 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?
Targeted capex for FY'27 is around INR 500-600 crores annually.
Keep APL Apollo Tubes on your radar — track it to get its next earnings analysis in your feed.
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.