Q3 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 61% year-on-year to INR44 crores, driven by higher volumes, improved margins, and operational efficiency.
- The company achieved its highest ever sales volumes for the nine-month period, with a 15% year-on-year increase, and highest ever export volumes, up 21% year-on-year.
- Profit after tax for the quarter increased by 91% year-on-year to INR22 crores, reflecting strong profitability and operational efficiency.
- The company remains net cash positive as of December 31, 2025, demonstrating sustained financial discipline and good cash generation.
- Apcotex Industries Ltd (BOM:523694) received the CII Award for Top 100 Most Innovative Companies, reaffirming its commitment to innovation and technology development.
- Despite a 10% increase in total volumes, operating revenue for the quarter declined by 7% year-on-year due to a fall in raw material and finished goods prices.
- The company faced challenges with raw material pricing due to a drop in prices, impacting profitability.
- There is uncertainty regarding the imposition of antidumping duties by the Finance Ministry, which could affect the company's expansion plans for NBR.
- The paper segment and construction chemicals faced challenges, with muted margins and increased competition affecting growth.
- Globally, there is an overcapacity in Nitrile Latex, particularly from China, which could impact future margins and capacity utilization.
Ladies and gentlemen, good day, and welcome to the Q3 and 9M FY26 earnings conference call of Apcotex Industries Limited. (Operator Instructions) Please note that this conference is being recorded.
At this time, I would like to hand the conference over to Ms. Purvangi Jain from Valorem Advisors. Thank you, and over to you, ma'am.
Thank you. Good afternoon, 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 third quarter and nine months of the financial year 2026.
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 risks and uncertainties, which could cause actual results to differ from those anticipated. Such statements are based on management's beliefs
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