Q1 2025 Apollo Pipes Ltd Earnings Call Transcript
Key Points
- Sales volume increased by 25% to 26,500 tons, driven by the integration of Kisan.
- EBITDA increased by 11% YoY with a 10% margin profile.
- Kisan turned profitable after many years, contributing positively to the consolidated financials.
- The company remains debt-free despite significant CapEx commitments.
- Apollo Pipes Ltd (BOM:531761) aims for a revenue growth of 25% to 30% CAGR over the next four years.
- Consolidated profit declined by 10% YoY due to higher depreciation.
- Sales volume excluding Kisan was flat YoY, mainly due to a decline in government infrastructure business.
- The company faces challenges in the HDPE segment, which saw a significant drop in sales.
- There is uncertainty in PVC prices, which have been volatile and could impact margins.
- The company has missed its top-line guidance for the past three consecutive quarters.
Ladies and gentlemen, good day, and welcome to Apollo Pipes Limited Q1 FY25 conference call hosted by Antique Stock Broking. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Manish Mahawar from Antique Stock Broking. Thank you, and over to you, Mr. Manish.
Thank you. On behalf of Antique Stock Broking, a warm welcome to all the participants on the Q1 FY25 earnings call of Apollo Pipes. Today, we have Mr. Sameer Gupta, Chairman and Managing Director; Mr. Arun Agarwal, Joint Managing Director; and Mr. Ajay Kumar Jain, CFO, on the call. Without any delay, I would like to hand over the call to Mr. Gupta for opening remarks. Post which, we will open the floor for Q&A. Thank you, and over to you, Mr. Gupta.
Good morning, everyone, and thank you for joining us on our Q1 FY earnings call to discuss the operating and financial performance
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