Apollo Tyres Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Apollo Tyres delivered strong Q2 FY26 results with consolidated revenue at INR 6,830 Cr (+6% YoY) and an EBITDA margin of 14.9%, marking the highest revenue growth in 10 quarters. India operations achieved INR 4,710 Cr revenue (+6% YoY) with a 15.3% EBITDA margin. Europe revenue stood at EUR 177 million (+4% YoY).

Management noted healthy demand in India's replacement and OEM segments, strong export recovery, and stable raw material costs supporting margins. Strategic focus areas include premiumization, brand building through the Indian Cricket Team sponsorship, and R&D wins. The planned Enschede plant closure aims to boost European profitability. The company is optimistic for H2, projecting sustained revenue growth and strong profitability, targeting a 15% ROCE.