Apollo Pipes Ltd — earnings calls
1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.
A withheld summary was generated but did not pass Parakho's publication checks; nothing that fails a check is shown. How we check these summaries
Apollo Pipes reported flat year-on-year sales volume in Q1 FY27 as sharp PVC resin price volatility, including a 30% price drop in the first 20 days of April, disrupted both primary and secondary demand. Consolidated EBITDA was affected by inventory write-downs, aggressive pricing and fixed costs tied to new business verticals including the Varanasi plant and window profile business, with normalized business EBITDA margins at 7% on a consolidated basis. Management said demand recovered from May onwards and expects the second half of FY27 to be stronger than the first half as monsoon-related disruption eases.