Q2 2026 Apcotex Industries Ltd Earnings Call Transcript
Key Points
- Apcotex Industries Ltd (BOM:523694) reported a significant increase in operating EBITDA for the quarter, rising by 48% year-on-year to INR 41 crores.
- The company achieved its highest ever export volumes, with an 18% year-on-year increase for the first half of FY 26.
- Apcotex Industries Ltd has turned net cash positive as of September 30, 2025, reflecting strong cash generation and financial discipline.
- The company received the prestigious ICC HRA PC Ray Award for the development of indigenous technology, highlighting its commitment to innovation.
- Apcotex Industries Ltd announced a capacity expansion investment of 210 crores, expected to significantly enhance revenue potential by 550 to 600 crores.
- The company's operating revenue for the second quarter declined by 4% year-on-year due to a fall in raw material prices and lower realization in finished goods prices.
- There is uncertainty regarding the final notification of anti-dumping duties by the finance ministry, which could impact market dynamics.
- The nitrile latex market remains challenging, with margins still not at desired levels despite some improvement.
- Apcotex Industries Ltd faces potential capacity constraints in the near term, particularly in the rubber and nitrile latex segments.
- The company is experiencing indirect impacts from US tariffs, affecting certain industry segments like textiles and carpets.
Gentlemen, good day and welcome to Q2 and H1FY 26 earnings conference call of Apco 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 have the conference over to Mr. Purvangi Jain from Valoram Advisors.
Thank you and over to you, ma'am.
Thank you. Good afternoon, everyone, and a warm welcome to you all. My name is Parangi from Baderum Advisors. We represent the investor relations of Aquatex 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 the first half of the financial year 2026.
Before we begin, a quick cautionary statement. Some
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