Apollo Pipes Ltd (NSE:APOLLOPIPE)
₹ 427.75 +3.9 (+0.92%) Market Cap: 18.77 Bil Enterprise Value: 18.29 Bil PE Ratio: 55.47 PB Ratio: 2.35 GF Score: 84/100
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Q4 2025 Apollo Pipes Ltd Earnings Call Transcript

May 12, 2025 / 05:30 AM GMT
Release Date Price: ₹388.9 (+2.98%)

Key Points

Positve
  • Apollo Pipes Ltd (BOM:531761) achieved a 23% volume growth despite a challenging year for the PVC pipe industry.
  • The company has laid a solid foundation for 20-25% volume growth in FY26, supported by new revenue drivers such as OPVC, window profiles, and Vlat.
  • Apollo Pipes Ltd (BOM:531761) increased its capacity to 232,000 tons, with plans to expand to 260,000 tons by the end of FY26.
  • The company maintains a prudent working capital cycle of 36 days, resulting in an operating cash flow to EBITDA ratio of 65%.
  • Apollo Pipes Ltd (BOM:531761) has a net cash position of INR 46 crores despite significant capital expenditures.
Negative
  • The PVC pipe industry experienced a 5% decline in FY25 due to a slowdown in private real estate and government infrastructure spending.
  • Margins were pressured due to aggressive sales strategies and slow ramp-up at the Western plant, resulting in flat EBITDA.
  • The company faced challenges with declining PVC prices, leading to continuous destocking by channel partners.
  • The JJM segment, which contributes to HDPE pipe sales, saw a significant decline in volume, impacting overall performance.
  • The macroeconomic environment remains uncertain, with expectations of improvement only in the second half of FY26.


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

AOLL.NS - Apollo Pipes Ltd
Q4 2025 Apollo Pipes Ltd Earnings Call
May 12, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Apollo pipes Q4 FI 25 earnings call hosted by Dam Capital Advisors 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 this conference call, please signal an operator by pressing then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Assimhade from Dam Capital Advisors Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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