Q4 2025 Apollo Tyres Ltd Earnings Call Transcript
Key Points
- Apollo Tyres Ltd (BOM:500877) achieved a consolidated top-line growth of 3% YoY in Q4 '25.
- The company maintained its annual top-line in Europe despite a challenging environment.
- Apollo Tyres Ltd (BOM:500877) has secured additional model wins from prominent German TV manufacturers, showcasing the strength of its R&D.
- The company launched a flagship campaign targeting SUV owners, emphasizing premium tyres and reliability.
- Apollo Tyres Ltd (BOM:500877) received an excellence in CSR award and improved its S&P Global ESG score, highlighting its commitment to sustainability.
- The company's EBITDA margin decreased to 13% from 13.7% in the previous quarter, and significantly from 16.4% in the same quarter last year.
- Apollo Tyres Ltd (BOM:500877) underperformed compared to its peers in both India and Europe.
- The European operations faced a 4% decline in revenue and a decrease in EBITDA margin to 14.3% from 17.7% in the last quarter.
- The company experienced a decline in the OE segment in India, impacting overall domestic growth.
- Apollo Tyres Ltd (BOM:500877) had to sacrifice volumes in the non-UHP category in Europe due to capacity constraints, leading to underperformance.
Good afternoon, everyone. Welcome to the post-results conference call of Apollo Tyres. At the outset, I would like to thank the Apollo Tyres management for giving us an opportunity to host this call.
From the management team, we have with us Mr. Neeraj Kanwar, Managing Director and Vice Chairman of Apollo Tyres; Mr. Gaurav Kumar, Chief Financial Officer; and the Investor Relations Team. We will start the call with brief opening remarks from the management team and then we will begin the Q&A session.
Over to you, Neeraj sir.
Thank you, Aniket. Good afternoon and thank you for joining us today. I welcome you all to the Apollo Tyres post-results Q4 conference call. I would start with a broad overview of the results followed by some key initiatives that the company has taken, and then Gaurav will go into the financials.
We closed Q4 '25 with consolidated top line growth of 3% YoY, and an EBITDA margin of 13%. This has been a
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