Apar Industries Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

APAR Industries kicked off FY26 strong! Q1 revenue jumped 27.3% to Rs 5,104 Cr, EBITDA up 27% to Rs 501 Cr (9.8% margin), and PAT soared 30% to Rs 263 Cr. Conductors led with 43.9% revenue growth on improved product mix and volumes, partially boosted by US pre-buying due to tariff uncertainty. Oil business volume rose 8.1%, with export delays impacting sales. Cables surged 36.3%, driven by strong US demand and robust domestic sales. The company's Rs 1,300 Cr Capex is on track. Management remains positive on India's strong energy sector demand, navigating global trade complexities, with a focus on premium products and efficiency.