Apar Industries Limited — Investor Meet, 21-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

APAR Industries’ Q4 revenues soared 16.9% YoY to Rs. 5,210 Cr, driven by 31.4% domestic and nearly 196% US export growth. EBITDA grew 5.7% to Rs. 483 Cr (9.3% margin), PAT rose 5.9% to Rs. 250 Cr. Key segments—conductors (+24.5%), cables (+29.9%), and oil (+3.3%)—show robust volume and export gains. Management plans Rs. 1,300 Cr CAPEX over FY26–27 to double cable capacity and boost conductors, backed by growth in renewables, transmission, and data centers. US tariff risks persist, prompting enhanced local presence and possible manufacturing. FY26 outlook targets volume and margin expansion through premiumization and a diversified end-market focus.