Apollo Pipes Ltd
Apollo Pipes Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Apollo Pipes targets a 35% revenue CAGR over the next 5 years, aiming for INR 5,000 crores revenue by FY31. - Current plants have the capacity for INR 1,000 crores each; a new South India plant with similar capacity is planned to come online by FY28 end. - Allied products like windows, bath fittings, and water tanks will contribute additional revenues (e.g., window profiles expected to contribute ~1.5% of total sales, growing to 4-5% of construction plumbing segment revenues). - Volume growth is expected to be double-digit, supported by aggressive pricing, increased dealer network, and product portfolio expansion including CPVC (targeting over 20% growth in CPVC for FY27). - The company aims to increase market share from approx. Apollo Pipes targets a 35% revenue CAGR over the next 5 years, aiming to reach INR 5,000 crore revenue by FY31.
From Apollo Pipes Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Apollo Pipes targets a 35% revenue CAGR over the next 5 years, aiming for INR 5,000 crores revenue by FY31.
- Current plants have the capacity for INR 1,000 crores each; a new South India plant with similar capacity is planned to come online by FY28 end.
- Allied products like windows, bath fittings, and water tanks will contribute additional revenues (e.g., window profiles expected to contribute ~1.5% of total sales, growing to 4-5% of construction plumbing segment revenues).
- Volume growth is expected to be double-digit, supported by aggressive pricing, increased dealer network, and product portfolio expansion including CPVC (targeting over 20% growth in CPVC for FY27).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Apollo Pipes Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY26 capex spent: INR 150 crores.
- FY27 planned capex: Approximately INR 100 crores focused on:
- Increasing Kisan plant capacity to generate INR 1,000 crores revenue.
- Brownfield expansions at existing plants.
- Kisan Mouldings:
- INR 30-40 crores already spent for capacity ramp-up.
- Additional INR 50-60 crores planned for brownfield expansion to reach INR 1,000 crore revenue.
- South India plant:
- Land acquisition and groundwork expected to start after 1 year.
2 more points management made on capital expenditure plans
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
See what Apollo Pipes Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Apollo Pipes Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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's management said in earlier quarters
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Frequently Asked Questions
What were Apollo Pipes Ltd Q4 FY26 results?
Apollo Pipes targets a 35% revenue CAGR over the next 5 years, aiming for INR 5,000 crores revenue by FY31. - Current plants have the capacity for INR 1,000 crores each; a new South India plant with similar capacity is planned to come online by FY28 end. - Allied products like windows, bath fittings, and water tanks will contribute additional revenues (e.g., window profiles expected to contribute ~1.5% of total sales, growing to 4-5% of construction plumbing segment revenues). - Volume growth is expected to be double-digit, supported by aggressive pricing, increased dealer network, and product portfolio expansion including CPVC (targeting over 20% growth in CPVC for FY27). - The company aims to increase market share from approx. Apollo Pipes targets a 35% revenue CAGR over the next 5 years, aiming to reach INR 5,000 crore revenue by FY31.
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?
FY26 capex spent: INR 150 crores.
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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.