Apollo Pipes Ltd (NSE:APOLLOPIPE)

Q2 2026 Apollo Pipes Ltd Earnings Call Transcript

Oct 30, 2025 / 05:30 AM GMT

Release Date Price: ₹300.1 (-3.16%)

Transcript

Key Points

Positve

Apollo Pipes Ltd (BOM:531761) reported an 8% growth in consolidated volume, despite industry challenges.
The company is expanding its product portfolio with new additions like PLPs DWC pipes, gas pipes, and UPVC doors and windows.
Apollo Pipes Ltd (BOM:531761) is ramping up production at its West India facility, which is crucial for meeting demand in Western Asia.
The new plant in Varanasi is on track to commence operations soon, strengthening the company's presence in Eastern India.
The company is committed to expanding its total installed capacity to 286,000 tons over the next two years without incurring debt.

Negative

The PVC pipe industry is facing significant challenges due to weak end-user demand and high volatility in raw material prices.
Apollo Pipes Ltd (BOM:531761) experienced pressure on margins due to lower capacity utilization and heightened competition.
The company's working capital cycle is elevated due to high inventory levels.
There is uncertainty regarding the imposition of anti-dumping duties, which affects inventory and pricing strategies.
Kisan, a part of Apollo Pipes Ltd (BOM:531761), reported a drag on EBITDA spreads due to volume decline and aggressive pricing in the market.

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

AOLL.NS - Apollo Pipes Ltd
Q2 2026 Apollo Pipes Ltd Earnings Call
Oct 30, 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 Limited Q2 FY26 earnings conference call hosted by Asian Market Securities Private 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 the 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 contents over to Mr. Karan Bila from Asian Market Securities.

Thank you and over to you, sir.

Hi everyone.

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