Q2 2025 Apar Industries Ltd Earnings Call Transcript
Key Points
- Apar Industries Ltd (BOM:532259) reported a consolidated revenue increase of 18.4% year-on-year for Q2 FY25, driven by strong domestic business growth of 61.1%.
- The company's EBITA rose by 7.8% year-on-year to INR402 crore, with a margin of 8.7%, and profit after tax increased by 11.5% to INR194 crore.
- The domestic market has shown robust performance, with increased order flow across all business segments, compensating for lower export volumes.
- Apar Industries Ltd (BOM:532259) has a healthy pending order book of INR6,615 crore in the conductor business, indicating strong future demand.
- The company is well-positioned to benefit from the global energy transition, particularly in the renewable energy sector, with a diverse product portfolio and strategic focus on high-growth areas like solar and wind energy cables.
- Export revenues have declined, contributing only 29.8% to the overall revenue compared to 48.4% in Q2 FY24, due to lower US market revenues and logistical challenges.
- The US business saw a significant year-on-year decline of 38.9%, although there was a sequential improvement in order intake.
- The global supply chain continues to face challenges, including higher freight rates and container shortages, impacting export operations.
- Increased competition from Chinese companies in international markets, particularly outside the US, has affected export volumes and pricing strategies.
- The company's EBITA margin has been impacted by a higher mix of domestic business, which traditionally yields lower profitability compared to exports.
Ladies and gentlemen, good day and welcome to Apar Industries Limited Q2 FY25 earnings conference call.
(Operator instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr Ambesh Tiwari from essential technologies. Thank you and over to you, sir.
Oh, thank you. Good afternoon, everyone. This is Ambesh Tiwari from essential technologies. I welcome you all to the Q2 FY25 earnings call for power industries to discuss the business performance and outlook. We have from the management side, Mr Kushal Desai, Chairman and managing director, Mr Chaitanya Desai, managing director and the CFO Mr Ramesh Au.
I would now pass on the mic to Mr Kushal Desai for the opening remarks. Thank you and over to you, sir.
Yeah, thank you, Ambesh good afternoon, everyone. And a warm welcome to the Apar Industries, Q2 and H1 Y 25 earnings call. I'd like to begin by
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