APLAPOLLO

Management guided for FY27 volume growth of 15-20% (with 20% being difficult, targeting 15% if conditions worsen), EBITDA growth of 20-25%, and PAT growth of 25-30%, by focusing on margin protection (EBITDA per ton expected to be sustainable at INR5,000-INR5,500) rather than solely on volumes in a challenging environment. The company plans INR500-600 crores yearly capex, with a total pending capex of INR1,400-1,500 crores for 8 million tons capacity by FY28, funded by internal cash flows. Net liabilities of INR500 crores are expected to be eliminated in Q1/Q2, potentially leading to increased dividends or buybacks. Market share improved to 65% in FY26 (from 55% in FY25) and is expected to grow further through capacity expansion in East and South India and enhanced branding. ESG compliance is expected to lower costs.

APL Apollo Tubes Limited provided the audio recording link for its conference call held on May 4, 2026, where the Audited Financial Results for the quarter and year ended March 31, 2026, were discussed with investors and analysts. This filing is in compliance with SEBI Regulations.

This document is an Earnings Presentation and Press Release for APL Apollo Tubes Limited's Audited Financial Results for the quarter and year ended March 31, 2026. While the detailed quarterly financial figures are not available in the provided pages, the company highlights strong historical CAGR growth rates: Sales Volume CAGR of 15-16%, EBITDA CAGR of 20-23%, and Net Profit CAGR of 27-28% over the past 2, 5, and 10 years (FY16-26 to FY24-26).

APL Apollo Tubes Limited's Board meeting on May 02, 2026, approved Q4 and FY26 audited financial results and recommended a final dividend of ₹8.50 per equity share. The Board also approved the re-appointment of four Independent Directors and appointed M/s Sanjay Gupta & Associates as Cost Auditors for FY26-27. Additionally, the company initiated the voluntary liquidation of its subsidiary, APL Apollo Mart Limited, and granted in-principle approval for the divestment of Blue Ocean Projects Private Limited to unlock capital for its core business.

APL Apollo Tubes Limited's Board met on May 02, 2026, approving the Audited Financial Results for the quarter and year ended March 31, 2026, and recommending a final dividend of ₹8.50 (425%) per equity share. The Board also approved the re-appointment of four Independent Directors and the appointment of Cost Auditors for FY 2026-27. Additionally, the company is initiating voluntary liquidation of its wholly-owned subsidiary, APL Apollo Mart Limited, and granted in-principle approval for the divestment of Blue Ocean Projects Private Limited, another wholly-owned subsidiary, as part of a restructuring to unlock capital and redeploy into core manufacturing business.

The Board approved Audited Financial Results for Q4/FY ended March 31, 2026, and recommended a final dividend of ₹8.50 per equity share. Key governance decisions included re-appointing four Independent Directors and appointing M/s Sanjay Gupta & Associates as Cost Auditors. Strategically, the company initiated voluntary liquidation of APL Apollo Mart Limited (AAML), a non-operational subsidiary (contributing 0.04% to revenue), and approved in-principle the divestment of Blue Ocean Projects Private Limited (BOPPL) to redeploy capital into core manufacturing.

APL Apollo Tubes Limited announced a conference call to discuss its Q4FY26 financial results with investors and analysts. The call is scheduled for Monday, May 4, 2026, at 11:00 AM (IST).

APL Apollo Tubes Limited announced the issuance of Commercial Paper worth Rs 100 Crores on April 22, 2026, at a rate of 6.15% for a tenure of 64 days. The instrument has an ICRA A1+ credit rating.

APL Apollo Tubes Limited issued Commercial Paper of ₹200 Crores on April 21, 2026, with a maturity date of June 15, 2026, at an interest rate of 6.12%. The paper, rated [ICRA] A1+, was issued for 55 days to UTI-LIQUID FUND.

APL Apollo Tubes Limited submitted a certificate under SEBI Regulation 74(5) for the quarter ended March 31, 2026. The RTA confirmed the timely processing of securities for dematerialization and compliance with related procedures.

APL Apollo Tubes Limited's Nomination and Remuneration Committee approved the grant of 30,00,000 Stock Appreciation Right (SAR) Units to eligible employees under its 2019 scheme. The effective grant date is April 1, 2026, with an exercise price of ₹1937/- per SAR unit.

APL Apollo Tubes Limited reported all-time high sales volumes for Q4FY26 at 924,881 Ton (▲9% YoY) and for FY26 at 3,491,243 Ton (▲11% YoY), indicating strong operational performance.

APL Apollo Tubes Limited allotted 22,379 equity shares of ₹2/- each to eligible employees under its Stock Appreciation Rights Scheme – 2019 on March 28, 2026. This increased the paid-up equity share capital from ₹55.52 Cr to ₹55.53 Cr.

APL Apollo Tubes Limited announced the closure of its trading window from April 1, 2026, until 48 hours after the declaration of audited financial results for the quarter and year ending March 31, 2026, for designated persons and their immediate relatives.

APL Apollo Tubes achieved the 91st percentile in the S&P Global Corporate Sustainability Assessment 2025 with a score of 59, up from 89th in 2024 and 86th in 2023. The company also secured SBTi validation for its Net Zero targets.

APL Apollo Tubes Limited announced the issuance of Commercial Papers worth Rs 100 Crores on February 13, 2026. The CPs mature on March 20, 2026 (35 days), bear an interest rate of 6.25%, and are rated [ICRA] A1+. Issued to Mirae Asset Liquid Fund.

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