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APL Apollo Tubes Limited Q4 FY25 earnings call summary

NSE: APLAPOLLO · BSE: 533758

Earnings call of 7 May 2025, summarised by AI from the filing.

APL Apollo crossed 3.1 million tons FY25 volume and guides to EBITDA spreads near ₹5,000 per ton in FY26 with 20% volume growth over next 3-4 years.

Key takeaways

  1. FY25 volume 3.1 million tons, making APL Apollo world's largest downstream steel player outside China.
  2. EBITDA guidance EBITDA spreads near ₹5,000 per ton in FY26, improving with sales mix and international expansion.
  3. Capacity expansion Expanding to 7 million tons from 5 million tons, CAPEX around ₹15 billion over next few years.
  4. Volume growth 20% YOY growth over next 3-4 years, driven by new geographies, products and markets.
  5. Margin risk Steel down cycle depressed EBITDA spreads below ₹4,000 per ton in FY25.

Original filing on BSE

APL Apollo Tubes Limited Q1 FY27 results

As filed: Revenue ₹5,607 cr (+8% year on year), EBITDA ₹411 cr (+11% year on year), PAT ₹263 cr (+11% year on year), EBITDA margin 7.3% (+16 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹6,269 cr (+14% year on year), EBITDA ₹511 cr (+23% year on year), PAT ₹354 cr (+21% year on year), EBITDA margin 8.2% (+64 bps). Score 51 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin rose 64 bps year on year. Share price after the results: −6.1% in 30 days (Nifty 500: −1.1%).
  • Q3 FY26: Revenue ₹5,815 cr (+7% year on year), EBITDA ₹472 cr (+37% year on year), PAT ₹310 cr (+43% year on year), EBITDA margin 8.1% (+176 bps). Score 68 of 100, Above trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin rose 176 bps year on year. Profit rose ₹93.0 cr on a year ago, more than the ₹51.0 cr it added the year before. Share price after the results: +16.1% in 29 days (Nifty 500: −0.7%).
  • Q2 FY26: Revenue ₹5,206 cr (+9% year on year), EBITDA ₹447 cr (+224% year on year), PAT ₹302 cr (+300% year on year), EBITDA margin 8.6% (+570 bps). Score 82 of 100, Above trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 570 bps year on year. Share price after the results: −1.4% in 29 days (Nifty 500: +0.1%).
  • Q1 FY26: Revenue ₹5,170 cr (+4% year on year), EBITDA ₹371 cr (+23% year on year), PAT ₹237 cr (+23% year on year), EBITDA margin 7.2% (+110 bps). Score 55 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 110 bps year on year. Revenue fell 6% from last quarter. Share price after the results: −5.1% in 28 days (Nifty 500: −3.2%).
  • Q4 FY25: Revenue ₹5,509 cr (+16% year on year), EBITDA ₹414 cr (+48% year on year), PAT ₹293 cr (+72% year on year), EBITDA margin 7.5% (+164 bps). Score 77 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 164 bps year on year. Share price after the results: +19.0% in 30 days (Nifty 500: +5.5%).
  • Q3 FY25: Revenue ₹5,433 cr (+30% year on year), EBITDA ₹345 cr (+23% year on year), PAT ₹217 cr (+31% year on year), EBITDA margin 6.4% (−35 bps). Score 75 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were above it. EBITDA margin fell 35 bps year on year. Consolidated profit +31% but standalone -17%.
  • Q2 FY25: Revenue ₹4,774 cr (+3% year on year), EBITDA ₹138 cr (−58% year on year), PAT ₹54.0 cr (−73% year on year), EBITDA margin 2.9% (−413 bps). Score 12 of 100, Below trend. EBITDA margin fell 413 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 4% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

APL Apollo Tubes Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.