Apar Industries Limited — PPTs, 24-07-2026: Investor Presentation
**1. Business Performance:**
APAR Industries delivered a strong Q1 FY27: consolidated revenue jumped 29.1% YoY to ₹6,591 Cr, with Net Profit soaring 77.7% YoY to ₹467 Cr. Domestic revenue climbed 36.9% YoY. Conductor revenue grew 19.9% YoY to ₹3,338 Cr despite 6.7% volume drop, driven by product mix and higher realization. Oil division revenue jumped 34.7% YoY to ₹1,701 Cr, though volumes dipped 13.7% due to Middle East crisis and temporary supplier issues. Cable revenue rose 29.5% YoY to ₹1,838 Cr, powered by a 59.9% domestic surge.
**2. Growth Drivers or Strategy:**
Focus on premium products and higher realizations in Conductors is paying off. Rising ICE gas oil prices boosted Oil division's selling prices. Increasing new order inflows from the US suggest future growth for the Cables division.
**3. Recent Developments:**
Conductor division secured major orders exceeding ₹2,800 Cr from overseas utility companies, reflecting strong global transmission capex. Its pending order book is ₹10,190 Cr. The Oil division faced temporary volume disruptions in UAE which have since normalized.
**4. Key Financial Metrics:**
Consolidated EBITDA grew 62.7% YoY to ₹814 Cr, with margins improving to 12.4%. Net Profit margin expanded to 7.1%. EBITDA per MT for Conductors improved to ₹53,418, and for Oil per KL to ₹25,482, highlighting strong profitability.
**5. Management Commentary / Outlook:**
Management highlights sustained global investment in transmission infrastructure and increasing US order inflows for Cables.
