APL Apollo Tubes Limited share price

NSE: APLAPOLLO · ISIN INE702C01027

Key numbers

Market cap
₹ 61,493 Cr
Current price
₹ 2,214.70
52-week high / low
₹ 2,301 / 1,668
Stock P/E
50.2
Book value
₹ 190.7
Dividend yield
0.38%
ROCE
31.3%
ROE
25.3%
Debt to equity
0.09
Sales growth (3 yrs)
12.6%
Profit growth (3 yrs)
23.3%
1-year return
32.1%

About APL Apollo Tubes Limited

APL Apollo Tubes Limited manufactures and sells structural steel tubes and related value added products in India and internationally. The company offers circular hollow sections, square hollow sections, rectangular hollow sections, and GP Pipes for residential housing, commercial buildings, and infrastructure; apollo structural tubes, apollo Z+, apollo galv, apollo build products for industrial structures and modern construction; apollo chaukhat, apollo plank, apollo fencing solutions, and handrails for residential housing and green construction; and heavy structural tubes, large diameter pipes, and MS pipes for factories, warehouses, data centres, and food parks applications. It also provides coated tubes, pre-galvanised tubes, and specialty steel tubes for EVs, aerospace, oil and gas, and heavy engineering; and corrosion resistant pipes, tubes, and sheets for agricultural and industrial applications. It serves its customers through a multi-tier distribution model comprising dealers, distributors, direct marketing associates, and channel partners. The company was formerly known as Bihar Tubes Limited and changed its name to APL Apollo Tubes Limited in 2010. APL Apollo Tubes…

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales5,3245,0035,6496,0765,438
Operating profit413372472511411
Net profit293237310354263
EPS (₹)10.568.5511.1712.769.48

Concall summary (2026-08-05)

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

Guidance & outlook

  • So, Q1 FY27 was the mixed quarter wherein the volume was below expectations, but the profitability was better than expectation despite declining the quarterly volume.
  • For full year, we do expect and we are confident that we will be able to achieve 20% growth in absolute EBITDA.

Growth & demand

  • So, we have to decode the volume of 745,000 tons for the quarter and if we map it with the Q4 FY26 volume, there were three, four factors which impacted the volume.
  • But now that scenario is slightly improving, we are again focusing on volume growth and in month of July, the volumes are up by 20% on month-on-month basis.

Margins & costs

  • If steel prices were going up by INR1,000 per ton, we tried to improve our prices for our product by plus 100 plus INR200 per ton over and above steel price increase.
  • And because of improvement in gross profit by INR1,000 per ton, our EBITDA per ton was flattish above INR5,500 per ton on Q -o-Q basis despite the negative operating leverage which arose because of 20% decline in volume on Q -o-Q basis.

Capex & expansion

  • Now, the capacity which is coming online, whether it is Gorakhpur, which is 200,000-ton plant, then Siliguri 300,000-ton plant, then N ew Malur which is almost a 1-million-ton plant and another 0.5-million-ton plant which we are contemplating in either Maharashtra or North Karnataka.
  • Put together 2-million-ton plant capacity will come online over the next two and a half years and over and above 1 million ton of new capacity through debottlenecking across our plants.

Balance sheet & cash

  • On balance sheet front, the working capital days remain below zero and the cash on books which we hit INR15 billion in March '26, it remains at similar level at INR14 billion in June quarter as well.
  • And we continue to remain prudent in our working capital efficiencies.

Peers in Steel

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