Apollo Pipes Ltd
Apollo Pipes Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Apollo Pipes targets 20%-25% volume growth for FY '26 in standalone operations. Apollo Pipes expects EBITDA margins to improve with Apollo Pipes standalone EBITDA per ton increasing by at least INR1,000 in FY '26 versus FY '25; Kisan margins expected to improve more due to low base.
From Apollo Pipes Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Apollo Pipes targets 20%-25% volume growth for FY '26 in standalone operations.
- Expect Kisan volumes to increase from around 20,000 tons in FY '25 to 25,000-30,000 tons in FY '26, reaching 35,000 tons by FY '27.
- Sales growth to be driven by new segments like window profiles launching in June, the upcoming Varanasi plant (H2 FY '26), and oPVC product lines.
- Existing capacities expected to grow 5%-10% depending on macro factors.
- Revenue is projected to reach approximately INR 2,500 crores on a capital employed base of INR 850 crores within 2-3 years, with EBITDA margin improving to 10%-11%.
- Brand investment currently low, focusing on distribution and capacity ramp-up before brand promotion.
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Profitability & Margins
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Capital Expenditure Plans
- For the window profile and door profile segment, commercialization is expected soon with product launch lined up for June 2025, with minor capex pending to be completed in 40-50 days.
- Kisan molding has made minor investments to fix inherited plant issues; plans to ramp up capacity to 30,000-40,000 tons annually in FY '26, with brownfield expansions and potential new lines assessment in early FY '27.
- Three new product segments driving growth: window profile products launching June 2025, new Varanasi plant starting H2 FY '26 to serve Central and East India, and oPVC with three operational lines and ongoing order book buildup.
- For oPVC, further capex depends on 2-3 quarters of order visibility; capacity currently 9,000 MTP, with license allowing purchase of more machines as needed.
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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.
Fundraising & Capital Structure
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Order Book & Pipeline
- Apollo Pipes expects an improving macro environment in the second half of FY '26, supported by interactions with EPC contractors who have order books from real estate developers.
- The company anticipates good recovery in orders post-monsoon due to increased real estate activity and construction deadlines.
- The Varanasi plant, starting in H2 FY '26, will help serve unmet demand in Central and East India, indicating existing strong order inflows that the smaller Raipur plant could not fulfill.
- oPVC segment has started building an order book with incremental sales expected in FY '26.
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Apollo Pipes Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹347 Cr, net loss ₹0 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Apollo Pipes Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Apollo Pipes Ltd Q4 FY25 results?
Apollo Pipes targets 20%-25% volume growth for FY '26 in standalone operations. Apollo Pipes expects EBITDA margins to improve with Apollo Pipes standalone EBITDA per ton increasing by at least INR1,000 in FY '26 versus FY '25; Kisan margins expected to improve more due to low base.
What is Apollo Pipes Ltd share price analysis?
Apollo Pipes Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹2,250 Cr. Investors should review the full earnings analysis for detailed insights.
Is Apollo Pipes Ltd planning capital expenditure?
For the window profile and door profile segment, commercialization is expected soon with product launch lined up for June 2025, with minor capex pending to be completed in 40-50 days.
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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.