Apcotex Industries Ltd (BOM:523694)

Q4 2025 Apcotex Industries Ltd Earnings Call Transcript

May 8, 2025 / 08:30 AM GMT

Release Date Price: ₹326.65 (-1.60%)

Transcript

Key Points

Positve

Apcotex Industries Ltd (BOM:523694) reported a year-on-year revenue growth of 25% for the financial year ending March 2025.
The company achieved a 16% rise in overall volume and a 24% increase in export volume, indicating strong operational performance.
Profit after tax increased by 10% year-on-year and 44.8% sequentially, highlighting improved profitability.
The EBITDA margin improved to 11% in Q4 FY25, up from 10% in the previous year, driven by higher volumes and better capacity utilization.
Apcotex Industries Ltd (BOM:523694) has a diversified customer base, with no single customer contributing more than 2-3% of total sales, reducing dependency risk.

Negative

The company faces challenges due to falling crude oil prices, which may lead to inventory losses in the short term.
Capacity utilization in the NBR segment is nearly at full capacity, limiting growth potential without further expansion.
The latex segment is affected by external factors such as US tariffs and geopolitical uncertainties, impacting market stability.
Margins in the nitri latex business have been low, pulling down overall company margins.
The company has significant borrowings, with total liabilities at INR 185 crore, which could impact financial flexibility.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

APCI.NS - Apcotex Industries Ltd
Q4 2025 Apcotex Industries Ltd Earnings Call
May 08, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the 4 FY25 earnings conference call of Aquatech Industries Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Ms. Nupur Jangkuna from Valoram Advisors.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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