Apollo Tyres Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Apollo Tyres reported Q1 FY26 consolidated revenue of INR 6,560 Cr (up 3.6% YoY) with EBITDA margin at 13.2%. Net debt reduced by INR 390 Cr. India's revenue was INR 4,730 Cr (up 3% YoY), driven by OEM pre-buying and modest replacement growth, though exports declined. Europe's revenue was flat YoY, with margins impacted by seasonality and inflation. Management expects Q2 performance to improve seasonally and India demand to pick up post-monsoon. Strategic focus remains on cash flow, cost optimization, and premiumization with an aim to return to higher ROCE.