Q3 2025 APL Apollo Tubes Ltd Earnings Call Transcript
Key Points
- APL Apollo Tubes Ltd (BOM:533758) achieved its best quarter ever with all-time high sales volume, EBITDA, and net profit.
- The company reported a 20% sales volume growth for the first nine months of FY25, outperforming competitors in the steel pipe market.
- The Dubai plant is operating at 58% utilization, providing access to cheaper steel from Asian countries.
- The company is expanding its market presence with new plants in Gorakhpur and Siliguri, targeting Eastern UP, Bihar, Orissa, and Northeast markets.
- APL Apollo Tubes Ltd maintains a near debt-zero balance sheet, supported by efficient working capital management.
- The macro environment has been challenging due to weak retail demand and a slowdown in government spending.
- Other expenses per tonne remained high, with significant increases in freight outwards and power and fuel costs.
- Margins in the rustproof product segment are lower than usual, attributed to competitive intensity.
- The company faces challenges in the value-added product segment due to weak macroeconomic conditions.
- There was a minor raw material availability issue at the Raipur plant, impacting production volumes.
Ladies and gentlemen, good day, and welcome to the Q3 FY25 earnings conference call of APL Apollo Tubes Limited, hosted by Batlivala and Karani Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Sailesh Raja from Batlivala and Karani Private Limited. Thank you, and over to you, sir.
Thanks, Rahul. Good evening, and thanks to everyone who have logged into APL Apollo Tubes Limited 3Q FY25 earnings conference call. Now let me introduce the management participating with us in today's earnings call. We have with us Mr. Sanjay Gupta, Chairman and Managing Director; Mr. Deepak Goyal; Director, Operations; Mr. Anubhav Gupta, Chief Strategy Officer; and Mr. Chetan, the CFO.
Now I would like to turn the call to Mr. Anubhav Gupta for the opening remarks, followed by Q&A.
Thanks,
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