Apcotex Industries Limited share price

NSE: APCOTEXIND · ISIN INE116A01032

Key numbers

Market cap
₹ 3,108 Cr
Current price
₹ 599.40
52-week high / low
₹ 712 / 310
Stock P/E
19.3
Book value
₹ 119.8
Dividend yield
1.33%
ROCE
19.8%
ROE
17.3%
Debt to equity
0.16
Sales growth (3 yrs)
10.1%
Profit growth (3 yrs)
-2.1%
1-year return
47.5%

About Apcotex Industries Limited

Apcotex Industries Limited manufactures and sells specialty emulsion polymers in India and internationally. The company offers synthetic rubber products, including nitrile butadiene rubber (NBR), NBR-PVC polyblends, high styrene rubber (HSR), and powdered nitrile butadiene rubber (PNBR); synthetic latexes, such as styrene-butadiene latex, nitrile latex, vinyl pyridine latex, pure acrylic and styrene acrylic latex, specialty NBR latex, XSB latex, and XNB latex; and B2C products under the ApcoBuild brand. Its products are used in automotive parts and components, hoses, rice dehusking rollers, LPG hoses, textile rollers, friction sheets, industrial rollers, fuel management systems, footwear, microcellular sheets, hard rubber goods, PVC modification, adhesives, coatings, gasketing, waterproofing, bonding agents, elastomeric paints, paper coatings, carpet backing, textile finishing, geotextiles, examination and industrial gloves, supported gloves, tyre cord dipping, fibre-to-rubber adhesion in tyres and belting, paper and paperboard coatings, construction chemicals, tufted carpet backing, automotive carpets, and other industrial applications, as well as binders for cork sheets,…

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales376337331398526
Operating profit39414455117
Net profit1925223579
EPS (₹)3.704.884.286.7015.23

Concall summary (2026-08-05)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • So, as and when the war stops, we expect that to reverse very quickly.
  • And we are quite confident of 15%, 16% average margins that I have mentioned before as well.

Growth & demand

  • Operating EBITDA stood at 117 crores, registering a growth of 203% year-on-year, with EBITDA margins improving to 22.3% from 10.3% in the corresponding quarter of the previous year.
  • This compared with 19 crores in the corresponding quarter of the previous year reflects a growth of 311% year -on-year, with PAT margins improving to 15.01% from 5.11%.

Margins & costs

  • Working capital requirements increased during the quarter, primarily due to higher raw material prices, which resulted in higher inventory values and receivables following the pass- through of increased input costs to the customers.
  • I think, if I am not mistaken, in terms of EBITDA, maybe the EBITDA would have been 2% higher because of inventory gain.

Capex & expansion

  • Alongside our operational performance, we also continued to execute our strategic CAPEX plans during the quarter.
  • So, I think both those thing s have normalized now overcapacity in the rest of the products and overcapacity in Nitrile gloves, which to some extent still continues, but it's much better now than it used to be.

Balance sheet & cash

  • So, in spite of this higher working capital requirement in Q1, we have managed it well.
  • Yes, so we have about 40 crores of net cash position.

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