Apollo Pipes Limited — PPTs, 29-10-2025: Investor Presentation

Apollo Pipes faced a challenging H1FY26. Sales volume for the half-year rose 1% YoY to 46,999 Ton, but revenue dipped 9% YoY to 510 Cr, EBITDA fell 25% YoY to 36.4 Cr, and PAT decreased 41% YoY to 9.8 Cr. Q2FY26 also saw a significant PAT drop of 65% YoY to 1.4 Cr, despite an 8% increase in sales volume. This was largely due to weak PVC resin prices, soft retail demand, and monsoon impact.

Looking ahead, management expects H2FY26 demand to improve with higher construction activity and government infrastructure spending. The company plans aggressive capacity expansion from 226,500 Ton to 286,000 Ton in two years, funded internally. Key strategies include enhancing market presence, strengthening distributor networks, and focusing on value-added products. Recent moves include acquiring Kisan Mouldings and a strategic tie-up with Lubrizol.