APL Apollo Tubes Ltd (NSE:APLAPOLLO)

Q3 2026 APL Apollo Tubes Ltd Earnings Call Transcript

Jan 22, 2026 / 11:00 AM GMT

Release Date Price: ₹1976 (+5.18%)

Transcript

Key Points

Positve

APL Apollo Tubes Ltd (BOM:533758) reported a 9-month sales volume increase of 11%, aligning with their guidance range of 10-15% growth.
The company successfully tested its 5 million ton capacity with a 90% utilization rate in December 2025, indicating strong operational efficiency.
APL Apollo Tubes Ltd (BOM:533758) plans to expand its capacity from 5 million tons to 8 million tons over the next two years, funded by internal cash flow.
The company is targeting a 20% sales volume growth for FY26 and FY27, with an EBITDA guidance of INR 5,500 per ton.
APL Apollo Tubes Ltd (BOM:533758) is on the verge of becoming a liability-free company, with a strong cash flow generation and a net cash surplus of INR 5.6 billion.

Negative

The company faced multiple headwinds during the quarter, including a subdued macroeconomic environment and a construction ban in Delhi NCR.
There is a risk associated with the company's ambitious capacity expansion plans, which require significant investment and execution.
The company's strategy to increase selling prices for branded products may face resistance in certain market segments.
The company's working capital management remains a challenge, with current inventory days at 30+, although efforts are being made to reduce this to 20 days.
The company's reliance on passing raw material price fluctuations to customers could be impacted by significant market volatility.

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

APLA.NS - APL Apollo Tubes Ltd
Q3 2026 APL Apollo Tubes Ltd Earnings Call
Jan 22, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, you're connected for the 8th Apollo tubes conferencecor.

Please take and a all will begin shortly.

Oh so can you hear me

Yeah, go

You can start with the opening remarks.

Hello.

Hi.

Good evening, everyone.

And, welcome to APL Apollo.

What is CFI 26 on each call.

I would like to see to congratulate the team Apollo for such a stupendous performance in a quarter which had multiple headwinds, such as subdued macro construction ban in Delhi NCR and falling on prices.

If you look at our performance, I would like to highlight a few points.

So, number one being that that would be 9 month sales volume

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