Apollo Pipes Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Apollo Pipes' Q4 FY26 earnings call reported full-year sales volume exceeding 1 lakh ton, with standalone up 7%. Consolidated EBITDA declined 30% due to inventory write-downs and aggressive pricing. Management unveiled a 5-year plan targeting INR5,000 Cr revenue by FY31, aiming for 35% CAGR through new plants (including South India) and allied products. They anticipate Q1 FY27 revenue of INR400 Cr, driven by encouraging demand, renewed branding, and group synergies. The company remains focused on volume growth and improving Kisan Mouldings' margins, with a future merger planned. Despite PVC price volatility, management expressed confidence in market share gains.