APL Apollo Tubes Limited — PPTs, 02-05-2026: Investor Presentation

APL Apollo closed Q4FY26 with record performance: Sales volume grew 9% YoY to 925k Ton, revenue jumped 14% to ₹6,270 Cr, EBITDA climbed 24% to ₹510 Cr, and Net Profit rose 21% to ₹350 Cr. For FY26, volume increased 11% to 3,491k Ton, revenue by 12% to ₹23,080 Cr, EBITDA by 50% to ₹1,800 Cr, and Net Profit by 59% to ₹1,200 Cr. EBITDA per ton was ₹5,525 in Q4 and ₹5,161 for FY26.

Growth strategy includes expanding structural steel capacity from 5 Mn Ton to 8 Mn Ton by FY28 via greenfield, brownfield, and debottlenecking, focusing on high-margin, value-added products. Recent innovations like "Steel for Green" products (doorframes, fences) replace wood, saving trees, and the company is actively pursuing solar structure opportunities with specialized steel tubes.

Management credits record results to enhanced capacity, diversified products, strong brand, and prudent working capital, projecting continued market leadership through innovation.