Apollo Tyres Ltd
Apollo Tyres Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #47 of 66 in Auto Components
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The short version
Expect improvement in demand momentum in the second half of the fiscal year, especially post-monsoon (Q3 and Q4). Apollo Tyres expects an improvement in demand momentum in the second half of the fiscal year, particularly post-monsoon, with better demand from mining and infrastructure segments.
From Apollo Tyres Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Expect improvement in demand momentum in the second half of the fiscal year, especially post-monsoon (Q3 and Q4).
- Growth drivers include rebound in infrastructure and mining segments.
- India volume growth was flattish Y-o-Y, with low single-digit growth in replacement and mid-single-digit growth in OEM; exports declined significantly.
- Market share in PCR is about 20% and in TBR replacement about 30%.
- Steps are being taken to address export share decline (currently around 11-12%), with targets to be set in the next 5-year plan.
- In Europe, Q2 expected to be better seasonally though market still negative; positive growth likely from Q3 onwards.
2 more points from Apollo Tyres Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- The company continues to closely watch its capex outflow with no change in capex guidance for FY’26.
- Focus remains on profitability, free cash flow generation, and improvement in return ratios as key strategic objectives.
- The next 5-year plan is under review, and new targets including potential capital investments will be set as part of that planning process.
- Emphasis on new product launches, premiumization, and sustainability initiatives suggests ongoing investment in R&D and product development without specific capex numbers disclosed.
Top-ranked in Auto Components
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
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Apollo Tyres Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹7.3K Cr, net profit ₹631 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Apollo Tyres Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- 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 →
- Q1 FY24 earnings call →
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Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Apollo Tyres Ltd Q1 FY26 results?
Expect improvement in demand momentum in the second half of the fiscal year, especially post-monsoon (Q3 and Q4). Apollo Tyres expects an improvement in demand momentum in the second half of the fiscal year, particularly post-monsoon, with better demand from mining and infrastructure segments.
What is Apollo Tyres Ltd share price analysis?
Apollo Tyres Ltd currently shows a neutral. The stock trades at a P/E of 13.7 with a market cap of ₹28,256 Cr. Investors should review the full earnings analysis for detailed insights.
Is Apollo Tyres Ltd planning capital expenditure?
The company continues to closely watch its capex outflow with no change in capex guidance for FY’26.
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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.