Apar Industries Limited — Investor Meet, 06-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

APAR Industries reported strong Q2FY26 consolidated revenue of Rs. 5,715 Cr (+23.1% YoY) and PAT of Rs. 252 Cr (+30% YoY). H1 revenue crossed Rs. 10,000 Cr, up 25%, driven by volume and exports.

Management noted Q3 faces headwinds from surging metal prices impacting new orders and US tariffs delaying export revenue recognition, though US orders have resumed with shared duty burden. Capacity expansions are on track, aiming for Rs. 10,000 Cr cable revenue capacity. Domestic reconductoring presents a significant growth avenue. The company remains cautiously optimistic, focusing on robust long-term fundamentals despite short-term challenges.