Apollo Tyres Ltd (NSE:APOLLOTYRE)

Q2 2026 Apollo Tyres Ltd Earnings Call Transcript

Nov 14, 2025 / 10:00 AM GMT

Release Date Price: ₹518.7 (-3.39%)

Transcript

Key Points

Positve

Apollo Tyres Ltd (BOM:500877) achieved a consolidated topline growth of 6% year-on-year, marking the highest revenue growth in the last 10 quarters.
The company reported an improved EBITA margin of 14.9%, up from 13.2% in the previous quarter.
There was significant volume growth in both the replacement and OEM segments in India, along with a strong recovery in export markets.
Apollo Tyres Ltd (BOM:500877) has secured additional model wins from marquee German OEM manufacturers, enhancing its premiumization journey.
The company has improved its S&P Global ESG rating score to 58 in 2025, reflecting a strong commitment to sustainability and corporate social responsibility.

Negative

The demand environment in Europe remains challenging, with only a 4% year-on-year growth in the top-line.
The European operations' EBITA margin, although improved, is still below expected levels at 12.7%.
The company is undergoing restructuring in Europe, with an estimated cost of EUR 17 million related to the closure of the NKD plant.
Replacement growth in India was slower due to the GST implementation, impacting the current quarter's performance.
The overall OEM recovery, particularly in the passenger car segment, remains sluggish, with expectations of only modest growth.

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

APLO.NS - Apollo Tyres Ltd
Q2 2026 Apollo Tyres Ltd Earnings Call
Nov 14, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone.

On behalf of MKA Global Financial Services, we would like to welcome you all to Apollo Tre Q2 NH1 FY26 earnings conference call.

Today we have with us from the management team.

Mr. Neeraj Kanwar, managing director and Vice Chairman.

Mr. Gurav Kumar, Chief Financial Officer, and the investor relations team.

We will start the call with brief opening remarks from the management team.

About the quarter gone by, and then we'll proceed to the Q&A session.

Thank you, and over to you.

Sir.

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Unidentified_2 [2]
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