| Revenue growth | 14% Y-on-Y for Q4 FY26. |
|---|---|
| Margins | Near-term pressure from RM inflation; pricing actions to mitigate. |
| Demand visibility | Strong Q1 momentum; April volumes show continued strength. |
| Management confidence | High, citing strong fundamentals and strategic direction. |
Growth
Q4 revenue reached INR 73.4 billion, up 14% Y-on-Y. India replacement and OE volumes grew in high teens.
Outlook
FY27 CapEx planned at INR 35 billion (80% growth/expansion). Targeting 16%+ long-term European EBITDA margins.
Risks
Geopolitical issues in West Asia causing volatility in raw material, energy, and logistics costs; 20% sequential RM inflation.
Last quarter's promises, checked
Delivered
- Guided India net debt/EBITDA improvement → delivered 1.1x to 0.7x (= BEAT)
- Guided consolidated net debt/EBITDA improvement → delivered 0.7x to 0.4x (= BEAT)
- Guided ROCE improvement → delivered 13.4% vs FY25 (= BEAT)
Partly delivered
- Guided 6-8% price hikes to offset RM → delivered 3-5% implemented so far (= PARTIAL)
Missed
- Guided A&P spends at 2% of sales → delivered 4% of sales (= MISS)
Earnings Call Transcript filed with NSE, NSE: APOLLOTYRE. Summary written with AI assistance from the document.
Apollo Tyres Ltd: key numbers
- Share price
- ₹401.55
- Market cap
- ₹25,502 Cr
- Revenue (annual)
- ₹28,471 Cr
- Net profit (annual)
- ₹1,372 Cr
- P/E (TTM)
- 14.9×Sector 32.1×
- Promoter holding
- 36.93%+0.00% QoQ
- FII holding
- 10.09%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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