APL APOLLO TUBES Results Analysis-Q2FY2027

APLAPOLLO Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 7,002 Crs., 26.58% growth YoY, Total Income is Rs. 7,042 Crs., 26.74% growth YoY, Gross Profit is Rs. 1,103 Crs., 27.54% growth YoY, EBITDA is Rs. 618 Crs., 30.9% growth YoY, EBITDA Margin is 8.78% improved by 28 Basis points YoY, PBT Rs. 500 Crs., 29.34% growth YoY, PAT Rs. 382 Crs., 26.82% growth YoY. On QoQ basis Op. Revenue is up by 24.88%, Total Income is up by 24.72%, EBITDA is up by 37.08%, PBT is up by 41.79% PAT is also up by 45.35%. Q2 FY27 as the company’s “best quarter in terms of sales volume, EBITA, and net profit.” Volume 963 K Ton shown a growth of 12.63% YoY, achieved despite multiple disruptions like UAE operations remain disrupted, High swings in the raw material price, Shortage of steel, and disruption in the container freight for export sales. EBITDA/Ton Rs. 5999, shown a growth of 14.75% YoY. Targeting 7 million tons greenfield + brownfield capacity plus 1 million tons debottlenecking over “next two years.” Roofing + branded tubes now represent the primary growth engine, these contribute 92–93% of total volume (CSO) and are less sensitive to steel price moves. Defense/aerospace is an emerging optionality with near-term milestones.