Apcotex Industries Limited — Investor Meet, 05-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Apcotex Industries delivered a record Q1 FY27 with revenue up 40% YoY to 526 Cr and PAT soaring 311% YoY to 79 Cr. EBITDA margins expanded to 22.3%. This strong performance was driven by operational resilience, disciplined inventory, and proactive procurement, despite export volumes dropping 10-12% due to geopolitical disruptions, though domestic volumes rose 10%. Management targets 15-16% average EBITDA margins. New NBR and synthetic latex CAPEX of 220 Cr is on track for FY28, projected to add 600 Cr to the top line. The company maintains a 40 Cr net cash position.