Apollo Tyres Limited — Investor Meet, 11-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Apollo Tyres Q1 FY27 consolidated revenue hit INR 7400 Cr (+12.8% YoY), with EBITDA margin at 11.7% due to surging raw material (RM) costs. India's revenue reached a record INR 5460 Cr (+15.6% YoY), driven by volume growth. Europe's revenue was EUR 147 million, with restructuring benefits from the Enschede plant closure expected from H2, targeting high-teens EBITDA margins. Management noted strong India demand and implemented staggered price hikes (7-9%), with more planned to offset 17% RM inflation. Capacity expansion in India and Hungary is underway. Outlook suggests potential margin recovery in H2 if RM prices cool, with the company maintaining a strong balance sheet despite increased CapEx (Q1: INR 650 Cr).