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Apollo Tyres Q2 FY27 Call: Revenue Rises 16% YoY to ₹7,970 Cr; EBITDA Margin at 10.7%
Apollo Tyres released its Q2 FY27 earnings call transcript following consolidated revenue growth of over 16% YoY to INR 79.7 billion (₹7,970 crore), marking its strongest top-line expansion in 16 quarters. Profitability faced margin pressure due to a ~25% raw material cost inflation since April 2026, leading to a consolidated EBITDA margin of 10.7% (EBITDA of INR 8.6 billion). India revenue accelerated by nearly 26% YoY to INR 59.2 billion with an 11.1% EBITDA margin, supported by up to 15% price hikes in replacement channels. Consolidated net capex for H1 FY27 stood at around INR 15 billion, while net debt to EBITDA remained conservative at 0.9x as of September 30, 2026.
உச்சம் நம்பிக்கை
என்ன மாறியதுFiling of the formal investor conference call transcript for the Q2 FY27 financial performance held on November 5, 2026.
ஏன் இது முக்கியம்Provides management commentary on raw material inflation headwinds (~25% surge), pricing pass-through discipline, European restructuring at Enschede, and leverage headroom (0.9x net debt/EBITDA).
Consolidated Revenue (Q2 FY27): INR 79.7 billionConsolidated EBITDA Margin: 10.7%India Operations Revenue: INR 59.2 billionH1 FY27 Net Capex: INR 15 billionH1 Capex vs Net Worth: ~12.2%Net Debt to EBITDA: 0.9 times
📅 குறுகிய காலம்Margins will likely remain range-bound in Q3 as management guided for high-single-digit raw material cost increases before expected stabilization later in the fiscal year.
📈 நீண்ட காலம்Financial leverage remains under control at 0.9x net debt/EBITDA, and sustained pricing discipline across the domestic replacement market should support margin recovery when commodity baskets normalize.
⚠ அபாய எச்சரிக்கைகள்
Further raw material inflation risks compressing gross margins in Q3
European revenue dropped 12% YoY to EUR 157 million amid ongoing operational restructuring
👀 கவனிக்க வேண்டியவை
Track the trajectory of raw material costs (natural rubber and crude derivatives) in Q3/Q4 and whether further replacement price hikes hold without hurting volume growth.
Apollo Tyres Q2 FY27 Consolidated Revenue Up 16.6% to ₹7,968 Cr, EBITDA Margin Contracts 421 bps
Apollo Tyres reported a 16.6% YoY growth in consolidated revenue to ₹7,968.2 crore (INR 79,682 Mn) for Q2 FY27, driven by 25.6% standalone growth in India. However, consolidated EBITDA declined 16.2% YoY to ₹855.4 crore due to raw material cost inflation, with EBITDA margins contracting 421 bps to 10.7%. Consolidated PAT rose 13.2% YoY to ₹292.1 crore, supported by lower exceptional charges compared to Q2 FY26. Net debt increased to ₹3,300 crore (0.9x Net Debt/EBITDA) with H1 FY27 capex at ₹1,500 crore.
உச்சம் நம்பிக்கை
என்ன மாறியதுApollo Tyres filed its Q2 FY27 investor presentation, detailing quarterly financial performance, regional operational updates, and balance sheet metrics.
ஏன் இது முக்கியம்Strong top-line volume growth in India is offset by steep input cost inflation impacting profitability, with EBITDA margins slipping closer to 10.7% against the TTM average of 14.1%.
📅 குறுகிய காலம்Input cost inflation is suppressing margins despite strong domestic revenue momentum, which may weigh on near-term operating earnings sentiment.
📈 நீண்ட காலம்Premiumisation via higher-rim PCR tyres and Vredestein expansion, combined with high domestic capacity utilization (92%), supports long-term structural positioning once raw material costs normalize.
⚠ அபாய எச்சரிக்கைகள்
Persistent raw material cost inflation eroding operating margins
Negative free cash flow of INR 14 Bn in H1 FY27 pushing net debt to INR 33 Bn
👀 கவனிக்க வேண்டியவை
Track management's calibrated pricing actions to offset raw material cost pressures and monitor Europe's operational restructuring and margin recovery over upcoming quarters.
Q2 FY27 Consolidated PAT up 13.3% YoY to ₹292.3 Cr; Approves ₹1,000 Cr NCD Issue & Names New CFO
Apollo Tyres reported Q2 FY27 consolidated revenue from operations of ₹7,968.15 Cr (₹79,681.50 million), up 16.6% YoY from ₹6,831.09 Cr in Q2 FY26. Consolidated profit for the quarter rose 13.3% YoY to ₹292.29 Cr (₹2,922.87 million) compared to ₹258.05 Cr in the year-ago period, though it declined sequentially from ₹348.87 Cr in Q1 FY27. Alongside results, the Board approved raising up to ₹1,000 Cr (₹10,000 million) via Non-Convertible Debentures (NCDs) via private placement, and appointed internal finance head Ravi Kumar Shingari as Chief Financial Officer.
உச்சம் நம்பிக்கை
என்ன மாறியதுApollo Tyres declared Q2 FY27 results, initiated a ₹1,000 Cr NCD debt fundraise via private placement, and elevated Ravi Kumar Shingari to CFO.
ஏன் இது முக்கியம்Topline maintained strong double-digit YoY growth (+16.6%), and the ₹1,000 Cr NCD issue (equivalent to ~4.0% of market cap) will support refinancing or planned capacity additions while keeping debt coverage covenants well within limits.
📅 குறுகிய காலம்Earnings show healthy YoY growth, though sequential profit decline (-16.2% QoQ) due to higher raw material consumption costs may keep margin expansion in check over the immediate term.
📈 நீண்ட காலம்Stable cash generation and comfortable leverage ratios support ongoing premiumization and European passenger car radial capacity ramp-up.
⚠ அபாய எச்சரிக்கைகள்
Raw material inflation with cost of materials consumed rising to ₹4,241.42 Cr in Q2 FY27 vs ₹3,168.36 Cr in Q2 FY26
Shareholder approval pending for the proposed ₹1,000 Cr NCD issuance
👀 கவனிக்க வேண்டியவை
Track the upcoming postal ballot for shareholder approval on the ₹1,000 Cr NCD borrowing and monitor raw material cost pressures (rubber prices) reflected in sequential margin contraction.
Apollo Tyres CFO Gaurav Kumar Resigns Effective October 6, 2026
Apollo Tyres has announced the resignation of its Chief Financial Officer (Key Managerial Personnel), Gaurav Kumar, effective from the close of business hours on October 6, 2026. The departure follows an initial communication dated August 6, 2026, with Kumar leaving to pursue personal and professional opportunities outside the organization. The company, which reported TTM revenue of ₹28,471 crore and TTM PAT of ₹1,372 crore, confirmed no other material reasons exist for the resignation. The announcement leaves the market awaiting details on Kumar's permanent successor.
உச்சம் நம்பிக்கை
என்ன மாறியதுGaurav Kumar stepped down as Chief Financial Officer and Key Managerial Personnel of Apollo Tyres on October 6, 2026.
ஏன் இது முக்கியம்A CFO transition in a company managing ₹2,784 crore in debt and ₹28,471 crore in revenue requires a smooth succession to maintain operational and capital allocation continuity.
Effective resignation date: அக்டோபர் 6, 2026Prior communication date: ஆகஸ்ட் 6, 2026TTM Revenue context: ₹28,471 கோடிTTM PAT context: ₹1,372 கோடி
📅 குறுகிய காலம்The planned two-month handover period since August 2026 minimizes immediate operational disruption, though investor focus will shift to the appointment of the successor.
📈 நீண்ட காலம்Limited long-term disruption provided a qualified CFO is onboarded promptly to steer cost controls and European margin strategies.
⚠ அபாய எச்சரிக்கைகள்
Key managerial turnover at the senior finance leadership level
Interim period pending appointment of a permanent successor
👀 கவனிக்க வேண்டியவை
Monitor upcoming board meeting disclosures and exchange filings for the announcement of the new Chief Financial Officer and transition arrangements.
Apollo Tyres Allots ₹500 Cr NCDs at 7.81% Coupon via Private Placement
Apollo Tyres has allotted 50,000 secured, listed Non-Convertible Debentures (NCDs) of face value ₹1,00,000 each, raising ₹500 crore via private placement on September 30, 2026. The NCDs carry a fixed coupon of 7.81% per annum payable annually, maturing on September 28, 2029 (a 3-year tenure) with a bullet repayment. The ₹500 crore issuance represents roughly 18% of the company's existing total debt of ₹2,784 crore and 1.9% of its market capitalization. The debentures are secured by tangible movable fixed assets with a minimum 1.25x book value asset cover requirement.
உச்சம் நம்பிக்கை
என்ன மாறியதுApollo Tyres concluded the private placement of ₹500 crore worth of 3-year secured NCDs at 7.81%.
ஏன் இது முக்கியம்Adds long-term debt financing at a competitive 7.81% rate, slightly increasing leverage or lengthening maturity profiles relative to its ₹2,784 crore existing debt.
வெளியீட்டு அளவு: ரூ. 500 கோடிCoupon rate: 7.81 % per annumMaturity date: செப்டம்பர் 28, 2029Issue vs existing debt: ~18.0%Issue vs market cap: ~1.94%
📅 குறுகிய காலம்Neutral liquidity event; trading of NCDs will commence on NSE with negligible immediate effect on equity share price.
📈 நீண்ட காலம்Reflects standard debt liability management; Apollo maintains a conservative balance sheet with a low 0.23 D/E ratio.
⚠ அபாய எச்சரிக்கைகள்
Incremental annual interest outflow of ~₹39 crore
👀 கவனிக்க வேண்டியவை
Track the deployment of funds in upcoming quarterly disclosures to see whether proceeds refinance higher-cost borrowings or fund ongoing European/domestic capacity investments.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
Apollo Tyres Appoints Rajeev Kumar Sinha as Executive Director for 5-Year Term
Apollo Tyres has appointed Mr. Rajeev Kumar Sinha as a Whole-time Director (Executive Director) for a five-year term effective August 13, 2026. Mr. Sinha, who joined the company in April 2025, currently serves as the Chief Manufacturing & Sustainability Officer. With over 36 years of experience at firms like Cipla, PepsiCo, and Glenmark, his elevation to the board signals a focus on manufacturing excellence and sustainability. The appointment is subject to shareholder approval via postal ballot.
உச்சம் நம்பிக்கை
என்ன மாறியதுMr. Rajeev Kumar Sinha has been elevated from his role as Chief Manufacturing & Sustainability Officer to a seat on the Board of Directors as a Whole-time Director.
ஏன் இது முக்கியம்Elevating the head of manufacturing to the board is significant for a capital-intensive tyre manufacturer with Rs 28,471 Cr in TTM revenue, as it ensures operational and sustainability strategies are represented at the highest decision-making level.
Term of Appointment: 5 yearsProfessional Experience: 36+ yearsTTM வருவாய்: Rs 28,471 கோடிMarket Capitalization: Rs 28,052 கோடி
📅 குறுகிய காலம்The announcement is likely to have a neutral impact on the stock price in the short term as it represents a planned leadership transition.
📈 நீண்ட காலம்The appointment could strengthen the company's focus on manufacturing optimization and ESG goals, which are critical for maintaining its 14.6% OPM and global competitiveness.
👀 கவனிக்க வேண்டியவை
Investors should monitor the results of the upcoming postal ballot for shareholder approval and watch for any shifts in manufacturing efficiency or sustainability metrics in future quarterly reports.
12.8% Revenue Growth in Q1 FY27; CFO Gaurav Kumar Resigns After 22 Years
Apollo Tyres reported Q1 FY27 consolidated revenue of Rs 7,400 Cr, up 12.8% YoY, with India operations hitting a record Rs 5,460 Cr. EBITDA margins contracted to 11.7% (down 150 bps) due to a 17% spike in raw material costs, with another 8% increase expected in Q2. Long-time CFO Gaurav Kumar announced his resignation after 22 years, marking a significant leadership transition. Despite cost pressures, the company regained market share in the TBR replacement segment to over 30%.
உச்சம் நம்பிக்கை
என்ன மாறியதுResignation of the long-standing CFO and the operational closure of the Enschede plant in the Netherlands as of June 2026.
ஏன் இது முக்கியம்The CFO's exit after two decades creates a leadership transition during a period of high raw material volatility; the plant closure is expected to improve European margins from H2 FY27.
📅 குறுகிய காலம்Expect margin pressure to continue in the next quarter due to high rubber prices and potential uncertainty following the CFO's resignation.
📈 நீண்ட காலம்Structural improvements in the European cost base and market share gains in India provide a positive outlook for FY27-28.
👀 கவனிக்க வேண்டியவை
Monitor the appointment of the new CFO and the company's ability to implement price hikes to offset the projected 8% raw material inflation in Q2.
12.8% Revenue Growth in Q1 FY27; EBITDA Margins Contract to 11.7% on RM Pressure
Apollo Tyres reported a 12.8% YoY increase in consolidated revenue to ₹7,398 crore for Q1 FY27, primarily driven by a robust 15.6% growth in its India standalone operations. Despite the top-line growth, consolidated EBITDA remained flat at ₹868 crore as margins contracted by 149 bps to 11.7% due to rising raw material costs. The India business saw double-digit growth across replacement, OEM, and export segments, while European operations remained stagnant with only 0.5% revenue growth. The balance sheet remains strong with a low Net Debt/EBITDA ratio of 0.4x.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company transitioned into FY27 with strong volume momentum in India but faced significant margin compression due to input cost inflation, which offset the benefits of higher sales.
ஏன் இது முக்கியம்The results highlight Apollo's strong market position in India (especially Truck & Bus radials) but also underscore the tyre industry's sensitivity to natural rubber price volatility and the current slowdown in European demand.
Consolidated Revenue (Q1 FY27): ₹7,398 கோடிEBITDA Margin (Consolidated): 11.7%India Revenue Growth (YoY): 15.6%Net Debt/EBITDA: 0.4xRaw Material Cost (Consolidated): ₹4,222 கோடிQ1 வருவாய் vs TTM வருவாய்: ~26%
📅 குறுகிய காலம்The stock may face pressure due to the 149 bps margin contraction, although the strong double-digit revenue growth in India provides a fundamental cushion.
📈 நீண்ட காலம்Structural growth depends on the successful premiumization strategy (Vredestein brand) and the capacity ramp-up of the Hungary plant to improve European margins.
Intense domestic competition limiting pricing power
👀 கவனிக்க வேண்டியவை
Investors should monitor the effectiveness of 'positive pricing actions' mentioned by management to mitigate raw material cost push in Q2. Additionally, track the volume recovery in the European PCR segment, which currently shows sluggish growth compared to the Indian market.
12.7% Revenue Growth in Q1 to ₹7,398 Cr; CFO Gaurav Kumar Resigns after 22 Years
Apollo Tyres reported a 12.7% YoY increase in consolidated revenue to ₹7,397.79 Cr for Q1 FY27. Net profit rose to ₹348.87 Cr, a significant recovery from the low base of ₹12.88 Cr in the same quarter last year. Alongside results, the company announced the resignation of Mr. Gaurav Kumar as Whole-time Director after a 22-year tenure; he will continue as CFO temporarily to facilitate a transition. The balance sheet remains robust with a Net Debt to EBITDA ratio of 0.75x.
உச்சம் நம்பிக்கை
என்ன மாறியதுResignation of a long-tenured Whole-time Director and CFO, alongside the release of Q1 FY27 financial performance data.
ஏன் இது முக்கியம்The exit of a key executive with 22 years of experience creates a leadership transition period; financially, the company shows steady top-line growth but faces increasing raw material costs.
Revenue (Q1 FY27): ₹7,397.79 கோடிNet Profit (Q1 FY27): ₹348.87 கோடிNet Debt to EBITDA: 0.75xRaw Material Cost (Q1 FY27): ₹4,089.60 கோடிRevenue vs TTM Revenue: ~26%
📅 குறுகிய காலம்The stock may see neutral to slightly cautious sentiment as the market processes the exit of a veteran CFO despite stable quarterly earnings.
📈 நீண்ட காலம்Structural focus remains on the premiumization strategy in Europe and India; the management transition is expected to be smooth given the temporary retention of the CFO.
⚠ அபாய எச்சரிக்கைகள்
Management transition risk
Rising raw material (natural rubber) costs impacting margins
👀 கவனிக்க வேண்டியவை
Watch for the announcement of a successor to the CFO role and monitor management commentary regarding the impact of rising natural rubber prices on future margins.
Apollo Tyres Closes Enschede Manufacturing Operations in Netherlands
Apollo Tyres has officially discontinued tyre production at its Enschede plant in the Netherlands as of June 30, 2026. This move, executed by its wholly-owned subsidiary Apollo Tyres (NL) B.V., follows a strategic decision first announced in April 2025. The closure received necessary approvals from the ATNL Works Council and Supervisory Board. This restructuring is part of the company's broader strategy to optimize its European manufacturing footprint, which includes ramping up capacity at its lower-cost Hungary plant.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has formally ceased manufacturing activities at its Netherlands-based Enschede plant, moving from a production-heavy model in the Netherlands to a more consolidated European footprint.
ஏன் இது முக்கியம்This is a significant operational restructuring aimed at improving margins. By shifting production to more cost-effective locations like Hungary, Apollo Tyres aims to support its premiumization strategy and improve its 14.6% OPM.
Closure Date: ஜூன் 30, 2026Initial Disclosure Date: ஏப்ரல் 25, 2025TTM வருவாய்: Rs 28,471 கோடிSubsidiary Ownership: 100%
📅 குறுகிய காலம்The stock may see some volatility as the market accounts for potential one-time closure costs and the impact on European supply chains in the immediate weeks.
📈 நீண்ட காலம்Structurally positive if the company successfully migrates production to lower-cost regions, potentially improving ROCE (currently 16.0%) and European margins over the next 2-3 years.
⚠ அபாய எச்சரிக்கைகள்
One-time restructuring expenses
Potential labor or legal liabilities in the Netherlands
Supply chain disruption during production migration
👀 கவனிக்க வேண்டியவை
Monitor upcoming quarterly results for one-time restructuring charges or severance costs related to the Dutch operations. Watch for management commentary on how production volumes will be absorbed by the Hungary facility to protect the 15% expected growth rate.
Apollo Tyres Announces ₹2.50 Dividend for FY26; Sets Record Date for July 10, 2026
Apollo Tyres Limited has recommended a final dividend of ₹2.50 per equity share of ₹1 each for the financial year 2025-26. The dividend is subject to shareholder approval at the 53rd Annual General Meeting scheduled for July 29, 2026. The company has fixed July 10, 2026, as the record date to determine eligibility for the payout. Additionally, the company provided detailed guidelines on Tax Deduction at Source (TDS) rates, ranging from 10% to 20% depending on PAN availability and residency status.
முக்கிய அம்சங்கள்
Recommended a final dividend of ₹2.50 per equity share for FY26.Fixed Friday, July 10, 2026, as the record date for dividend entitlement.The 53rd Annual General Meeting (AGM) is scheduled for July 29, 2026, via video conferencing.TDS of 10% applies to resident shareholders with valid PAN if the dividend exceeds ₹10,000.Deadline for submitting tax exemption documents to the RTA is Monday, July 13, 2026.
👀 கவனிக்க வேண்டியவை
Investors should ensure their PAN and bank account details are updated with their Depository Participant or RTA by July 10 to ensure seamless dividend credit. Eligible shareholders should submit tax exemption forms by July 13 to avoid higher TDS.
Apollo Tyres Sets July 10 as Record Date for Final Dividend; 53rd AGM on July 29
Apollo Tyres Limited has scheduled its 53rd Annual General Meeting (AGM) for July 29, 2026, to be held via video conferencing. The company has fixed July 10, 2026, as the record date for determining shareholder eligibility for the final dividend for the financial year ended March 31, 2026. Shareholders must hold shares by this date to receive the dividend, which will be paid within 30 days of the AGM approval. Additionally, the e-voting period for AGM resolutions is set from July 26 to July 28, 2026.
முக்கிய அம்சங்கள்
53rd Annual General Meeting scheduled for Wednesday, July 29, 2026, at 3:00 PM IST.Record date for final dividend eligibility fixed as Friday, July 10, 2026.Remote e-voting period spans from July 26, 2026 (10:00 AM) to July 28, 2026 (5:00 PM).Cut-off date for e-voting and participation eligibility is July 22, 2026.Final dividend to be disbursed within 30 days of the AGM, subject to shareholder approval.
👀 கவனிக்க வேண்டியவை
Investors seeking the final dividend should ensure they hold the stock before the record date of July 10, 2026. Shareholders should also review the Annual Report for FY26 once released to evaluate the company's performance and future guidance.
Apollo Tyres Q4 FY26: Revenue Up 14%, Net Debt/EBITDA at 0.4x, ₹35B CapEx Planned for FY27
Apollo Tyres reported a strong Q4 FY26 with consolidated revenue growing 14% YoY to INR 73.4 billion and EBITDA margins expanding to 14.6%. The company significantly strengthened its balance sheet, reducing Net Debt/EBITDA to 0.4x from 3.2x in 2020. Management has outlined a substantial CapEx of INR 35 billion for FY27, primarily focused on capacity expansion in India. However, near-term margins face pressure from rising raw material costs expected to increase in high teens, which the company is mitigating through price hikes of 6-8%.
முக்கிய அம்சங்கள்
Consolidated revenue grew 14% YoY to INR 73.4 billion with an EBITDA margin of 14.6%.Net Debt to EBITDA ratio improved dramatically to 0.4x, providing significant financial flexibility.Announced FY27 CapEx of INR 35 billion, with INR 30 billion allocated for India capacity expansion.India operations saw high teens volume growth in both replacement and OEM segments.Transitioning to a 25% tax regime in FY27, resulting in a one-time deferred tax gain of INR 5.7 billion.
👀 கவனிக்க வேண்டியவை
Investors should monitor the company's ability to pass on the high-teens raw material inflation through further price hikes. The significant deleveraging and planned capacity expansion signal strong long-term growth potential despite near-term cost headwinds.
Apollo Tyres Q4 FY26 Revenue Up 14.2% YoY; EBITDA Margins Expand to 14.6%
Apollo Tyres reported a strong Q4 FY26 with consolidated revenue growing 14.2% YoY to INR 73,357 Mn, driven by robust demand in the Indian replacement and OE markets. EBITDA margins expanded significantly by 153 bps to 14.6%, resulting in a 27.6% YoY growth in EBITDA to INR 10,688 Mn. The company successfully reduced its net debt to INR 16 Bn, bringing the Net Debt/EBITDA ratio down to a healthy 0.4x. While the European segment saw a slight revenue dip in Euro terms, the premium product mix (UHP) improved to 50%, supporting overall profitability.
முக்கிய அம்சங்கள்
Consolidated Q4 FY26 Revenue rose 14.2% YoY to INR 73,357 Mn with EBITDA up 27.6% to INR 10,688 Mn.Net Debt significantly reduced by INR 9 Bn during the year to INR 16 Bn, with Net Debt/EBITDA improving to 0.4x.India operations saw 14.3% YoY revenue growth, supported by record TBR replacement volumes and GST rate benefits.Free Cash Flow improved to INR 20 Bn in FY26 compared to INR 13 Bn in the previous fiscal year.European UHP (Ultra High Performance) tyre mix improved to 50% of sales, aiding margin resilience.
👀 கவனிக்க வேண்டியவை
Investors should note the strong deleveraging and margin expansion as signs of high operational efficiency. The stock remains a solid pick in the auto ancillary space given the robust domestic demand and healthy balance sheet.
Apollo Tyres FY26 PAT Jumps to ₹18,518 Mn; Total Dividend Declared at ₹6.00 Per Share
Apollo Tyres reported a robust FY26 with standalone revenue rising to ₹198,162 million from ₹181,736 million in FY25. Net profit for the full year saw a massive increase to ₹18,518 million, significantly supported by a deferred tax credit of ₹5,041 million in the final quarter. The company has rewarded shareholders with a total dividend of ₹6.00 per share for the fiscal year, representing a 600% payout on face value. Additionally, the board approved the re-appointment of Ms. Lakshmi Puri as an Independent Director for a second five-year term.
முக்கிய அம்சங்கள்
Standalone FY26 Revenue from operations increased by 9% YoY to ₹198,162.28 million.Full-year Net Profit surged to ₹18,517.69 million, compared to ₹6,294.28 million in FY25.Recommended a final dividend of ₹2.50 per share, bringing the total FY26 dividend to ₹6.00 per share.Q4 FY26 PAT was significantly boosted by a deferred tax credit of ₹5,040.57 million.Earnings Per Share (EPS) for FY26 rose substantially to ₹29.22 from ₹9.91 in the previous year.
👀 கவனிக்க வேண்டியவை
The strong bottom-line growth and healthy dividend yield are positive indicators, though investors should account for the one-time tax benefit when evaluating core operational performance. The stock remains a strong contender in the auto-ancillary space for long-term portfolios.
Apollo Tyres Assigned ESG Rating of '69' for FY 2025 by NSE Sustainability Ratings
Apollo Tyres Limited has been assigned a voluntary ESG rating of '69' for the financial year 2025 by NSE Sustainability Ratings & Analytics. This disclosure is made in compliance with SEBI's updated master circular on sustainability reporting and transparency. The score provides a benchmark for the company's environmental, social, and governance performance. Such ratings are increasingly used by institutional investors to assess long-term risk and sustainability-led investment potential.
முக்கிய அம்சங்கள்
NSE Sustainability Ratings & Analytics assigned an ESG score of 69 for FY 2025.The rating was assigned voluntarily by the agency and disclosed under SEBI Regulation 30.The disclosure follows the SEBI Master Circular dated January 30, 2026, regarding sustainability ratings.This rating serves as a baseline for the company's future ESG performance tracking and institutional reporting.
👀 கவனிக்க வேண்டியவை
Investors should view this as a positive step toward transparency that may attract ESG-focused institutional funds. Compare this score with industry peers to gauge Apollo Tyres' relative sustainability standing within the tyre sector.
Apollo Tyres Q3 FY26: Record Revenue of ₹77.4B and ₹5,800 Cr Capex Plan Announced
Apollo Tyres reported its highest-ever quarterly consolidated revenue of INR 77.4 billion, marking a 12% YoY growth driven by robust double-digit volume growth in India. The company achieved significant deleveraging, with net debt falling to INR 13 billion from INR 26 billion in the previous quarter, resulting in a Net Debt/EBITDA of 0.4x. A major expansion plan of INR 5,800 crore was approved for the Andhra Pradesh plant to be spent over FY27-29 to address high capacity utilization. While India margins were slightly impacted by BCCI sponsorship costs, European margins remained resilient at 17.9%.
முக்கிய அம்சங்கள்
Consolidated revenue reached a record INR 77.4 billion, up 12% YoY with consolidated EBITDA margins at 15.3%.Net debt reduced by 50% in one quarter to INR 13 billion, driven by strong operational cash flows.Approved INR 5,800 crore capex for AP plant expansion (PCR and TBR) to be executed over the next three financial years.India volume growth was in mid-teens for OEM and replacement segments, while exports grew nearly 20%.European operations saw premiumization gains with the Ultra High Performance (UHP) mix rising to 52%.
👀 கவனிக்க வேண்டியவை
Investors should focus on the company's aggressive debt reduction and the start of a new growth capex cycle which signals management's confidence in long-term demand. The temporary margin pressure from branding spends is expected to normalize by FY27, making this a strong pick for long-term growth.
Apollo Tyres Q3 FY26: Revenue up 12%, EBITDA Jumps 25% with Record India Sales
Apollo Tyres reported a strong Q3 FY26 with consolidated revenue growing 11.8% YoY to ₹77,431 Mn and EBITDA rising 25.2% to ₹11,859 Mn. The India business achieved its highest-ever quarterly revenue, crossing the ₹5,000 Cr mark, driven by pent-up demand and GST rate reductions. While European demand remained muted, margins improved slightly to 17.9% due to a higher mix of Ultra High Performance (UHP) tyres. Notably, the company significantly reduced its net debt by ₹13 Bn during the quarter, bringing the Net Debt/EBITDA ratio down to 0.4x.
முக்கிய அம்சங்கள்
Consolidated revenue grew 11.8% YoY to ₹77,431 Mn, while EBITDA margins expanded by 165 bps to 15.3%.India operations saw record quarterly revenue of ₹51,390 Mn, marking the highest YoY growth in 12 quarters.Net debt decreased by ₹13 Bn in Q3, resulting in a healthy Net Debt/EBITDA ratio of 0.4x.European operations maintained margins at 17.9% despite flattish revenue, supported by a 52% UHP tyre mix.YTD Free Cash Flow surged to ₹16 Bn compared to ₹3 Bn in the previous full year.
👀 கவனிக்க வேண்டியவை
Investors should view the significant debt reduction and record India performance as strong indicators of financial health and operational efficiency. The stock remains a key play in the tyre sector given its improving premium mix and robust cash flow generation.
Apollo Tyres to Invest ₹5,810 Cr for Capacity Expansion; Declares ₹3.50 Interim Dividend
Apollo Tyres has announced a major capacity expansion at its Andhra Pradesh plant with a total investment of ₹5,810 crore, aimed at adding 3.7 million PCR and 1.3 million TBR tyres per annum by FY29. The company reported strong Q3 FY26 results with consolidated revenue reaching ₹77,430.77 million and a profit of ₹4,705.18 million. Additionally, the board has declared an interim dividend of ₹3.50 per share, rewarding shareholders amid growth plans. The expansion is driven by high current utilization levels of 82% in PCR and 89% in TBR segments.
முக்கிய அம்சங்கள்
Investment of ₹5,810 crore planned for capacity expansion in Andhra Pradesh by the end of FY2029.Proposed addition of 3.7 million Passenger Car Radial (PCR) and 1.3 million Truck Bus Radial (TBR) tyres per annum.Q3 FY26 consolidated revenue grew to ₹77,430.77 million compared to ₹69,279.54 million in the previous year.Interim dividend of ₹3.50 per equity share declared with a record date of February 10, 2026.Expansion to be funded through a mix of internal accruals and debt to meet healthy medium-term demand.
👀 கவனிக்க வேண்டியவை
The significant capex indicates strong demand visibility and long-term growth prospects; investors should hold for the expansion cycle while monitoring the impact of new debt on the balance sheet.
Apollo Tyres to Consider Interim Dividend for FY26; Record Date Set for Feb 10, 2026
Apollo Tyres has scheduled a board meeting on February 4, 2026, to consider the declaration of an interim dividend for the financial year 2025-26. The company has established February 10, 2026, as the record date to determine eligible shareholders for the payout. Tax Deduction at Source (TDS) will be applied at 10% for resident shareholders with a valid PAN, while a 20% rate applies to those without. Notably, no TDS will be deducted for resident individuals if the total dividend for the fiscal year does not exceed ₹10,000.
முக்கிய அம்சங்கள்
Board meeting to consider FY26 interim dividend scheduled for February 4, 2026Record date for dividend eligibility fixed as February 10, 2026Standard TDS rate of 10% for residents with PAN and 20% for those without/invalid PANTDS exemption for resident individuals if total FY26 dividend is ₹10,000 or lessDeadline for submitting tax exemption documents (Form 15G/15H) is February 11, 2026
👀 கவனிக்க வேண்டியவை
Investors should ensure their PAN and bank account details are updated with their DP or RTA to avoid higher tax deductions. Eligible shareholders should submit tax exemption forms like 15G or 15H by the February 11 deadline.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
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எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
