Q2 2025 Apcotex Industries Ltd Earnings Call Transcript
Key Points
- Apcotex Industries Ltd (BOM:523694) achieved its highest ever quarterly volume and export volume, with export revenue surging by 48% year on year.
- The company reported a 26% year-on-year growth in operating revenue for the quarter, reaching INR351 crore.
- Apcotex Industries Ltd (BOM:523694) has implemented cost-saving measures, including changes in power mix, which have helped reduce power costs.
- The company is exploring renewable energy investments, aiming for 60% to 70% of its power consumption to come from renewable sources within the next two to three years.
- Apcotex Industries Ltd (BOM:523694) has maintained a strong balance sheet with a conservative approach, ensuring financial stability during challenging times.
- EBITDA for the quarter declined by approximately 13% year on year, with the EBITDA margin standing at 7.83%.
- Net profit decreased by 28% year on year, with PAT margins reported at 3.13%.
- The company faces margin pressures in the nitrile latex and paper range of products due to market dynamics and higher ocean freight rates.
- Apcotex Industries Ltd (BOM:523694) is experiencing challenges in the paper industry, with pressure on the entire supply chain affecting margins.
- The company has put its NBR expansion plans on hold due to suppressed margins and is awaiting the outcome of an anti-dumping duty case.
Ladies and gentlemen, good day, and welcome to the Q2 and H1 FY25 earnings conference call of Apcotex Industries Limited.
(Operator Instructions)
Please note that this conference call is being recorded.
I would now like to hand the conference over to Ms. Purvangi Jain, Valorem Advisors. Thank you and over to you, ma'am.
Good evening, everyone and a warm welcome to you all.
My name is Purvangi Jain from Valorem Advisors. We represent the Investor Relations of Apcotex Industries Limited.
On behalf of the company, I would like to thank you all for participating in the company's earnings call for the second quarter and first half of the financial year 2025.
Before we begin, a quick cautionary statement. Some of the statements made in today's con call may be forward-looking in nature. Such forward-looking statements are subject to risk and uncertainties which could cause the actual results to differ from those anticipated. Such statements are based on management's
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