{"id":126724,"date":"2022-01-26T09:31:30","date_gmt":"2022-01-26T14:31:30","guid":{"rendered":"https:\/\/44.250.171.167\/?p=126724"},"modified":"2022-01-26T12:37:06","modified_gmt":"2022-01-26T17:37:06","slug":"apl-apollo-tubes-limited-q3-fy22-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/apl-apollo-tubes-limited-q3-fy22-earnings-conference-call-insights\/","title":{"rendered":"APL Apollo Tubes Limited Q3 FY22 Earnings Conference Call Insights"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"Apl Apollo Tubes Ltd Q3 FY22 Earnings Concall\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/zGfzCaagjbM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><strong>Key highlights from APL Apollo Tubes Limited (<a href=\"https:\/\/44.250.171.167\/symbol\/APLAPOLLO\/\">APLAPOLLO<\/a>) Q3 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Management Update:<\/strong><\/p>\n<ul>\n<li>APLAPOLLO said it was a mixed quarter for the company, with volume falling short of expectations. The company reiterated its FY25 sales volume outlook of 4 million tonnes, considering the new Raipur facility will start operation and production would ramp at the earliest.<\/li>\n<\/ul>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Sujit Jain from ASK Investment asked about the increase in price difference between steel tube made from scrap and HRC and what\u2019s the difference currently. Sanjay Gupta MD answered that the difference in the month of November and December was about INR 20,000\/tonne. Now there has been decrease in flat product price and increase in long products prices. So now the difference is close to INR7,000-8,000\/tonne.<\/li>\n<\/ul>\n<ul>\n<li>Rahul Agarwal from InCred Capital enquired if HRC normalizes and falls by another 20% hypothetically what happens to the EBITDA per tonne in FY23. Sanjay Gupta answered that if there is no big structural change, the company won\u2019t be affected. The company would benefit in margins if HRC comes down.<\/li>\n<\/ul>\n<ul>\n<li>Rahul Agarwal from InCred Capital also queried about the monthly EBITDA absolute run rate the company aims for next year. Anubhav Gupta replied that the company doesn\u2019t want to breakup EBITDA per tonne on a yearly basis. The guidance is of 4 million tonne sales volume by FY25. EBITDA per tonne, the company expects INR250 per tonne of gradual improvement.<\/li>\n<\/ul>\n<ul>\n<li>Abhishek Ghosh from DSP Mutual Fund asked about the new initiative of Apollo Mart. Sanjay Gupta MD said that in the furniture store the company is not investing any money; 100% money is taken care by the distributors. APLAPOLLO will give designs and the techniques of working. On the tech side, the company is investing INR5-10 crore.<\/li>\n<\/ul>\n<ul>\n<li>Ankush Agarwal from Surge Capital asked that if the company\u2019s business gains conversion on a margin basis of HRC or on a tonne basis. Sanjay Gupta MD answered that it\u2019s on a tonne basis.<\/li>\n<\/ul>\n<ul>\n<li>Ritesh Shah from Investec was asking about any update on outsourcing the commoditized part of the company\u2019s business. Sanjay Gupta answered that right now there is no logic of outsourcing but when the company\u2019s capacity is fulfilled then it would go four outsourcing.<\/li>\n<\/ul>\n<ul>\n<li>Ritesh Shah from Investec additionally asked about the company\u2019s thoughts on setting up a plant overseas, in UAE. Sanjay Gupta MD commented that APLAPOLLO opened a small company in UAE. And in April or May the company is going to start the plant. And the idea behind setting up the UAE plant is to grow the export market of the company.<\/li>\n<\/ul>\n<ul>\n<li>Nakshita Mehta from Credent Asset Management enquires about the visibility of the Raipur plant that is expected to be partially operational by H1 FY23. Sanjay Gupta MD said that about 4 lakh tonne of quantity the company is targeting from the new Raipur plant in next FY22-23.<\/li>\n<\/ul>\n<ul>\n<li>Nakshita Mehta from Credent Asset Management also asked about the incremental EBITDA the company is expecting from the Raipur plant. Sanjay Gupta said that INR 250 crore is what the company is targeting next year from the Raipur new plant.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from APL Apollo Tubes Limited (APLAPOLLO) Q3 FY22 Earnings Concall Management Update: APLAPOLLO said it was a mixed quarter for the company, with volume falling short of expectations. The company reiterated its FY25 sales volume outlook of 4 million tonnes, considering the new Raipur facility will start operation and production would ramp at [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,5753],"tags":[9044,9800],"class_list":["post-126724","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-industrials","tag-industrial-products","tag-tubes"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":131821,"url":"https:\/\/alphastreet.com\/india\/apl-apollo-tubes-limited-q1-fy23-earnings-conference-call-insights\/","url_meta":{"origin":126724,"position":0},"title":"APL Apollo Tubes Limited Q1 FY23 Earnings Conference Call Insights","author":"Praveen","date":"July 29, 2022","format":false,"excerpt":"https:\/\/youtu.be\/BC_CbA0bsaI Key highlights from APL Apollo Tubes Limited (APLAPOLLO) Q1 FY23 Earnings Concall Management Update: APLAPOLLO said volume fell short of expectations in 1Q23, losing about 60,000 tons of sales volume. However, the company expects this to recover in coming quarters as the prices stabilize. Q&A Highlights: Rahul Agarwal from\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":140692,"url":"https:\/\/alphastreet.com\/india\/apl-apollo-tubes-ltd-nse-aplapollo-q3-fy23-results-outtotal-income-rises-18-10-qoq\/","url_meta":{"origin":126724,"position":1},"title":"APL Apollo Tubes Ltd. (NSE: APLAPOLLO)| Q3 FY23 Results Out.| Total Income rises 34% yoy.","author":"Divyansh_Kasana","date":"February 9, 2023","format":false,"excerpt":"APL Apollo Tubes Limited(NSE: APLAPOLLO) is a leading producer of Structural Steel Tubes and pipes in India, with a total capacity of 2.6 MTPA. The company has five manufacturing units across India and serves a wide spectrum of industrial applications through its one-stop shop for a variety of steel products,\u2026","rel":"","context":"In &quot;Earnings&quot;","block_context":{"text":"Earnings","link":"https:\/\/alphastreet.com\/india\/category\/earnings\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":145993,"url":"https:\/\/alphastreet.com\/india\/earnings-apl-apollo-tubes-limited-nse-aplapollo-q4fy23-results-out-total-income-rises-5-yoy\/","url_meta":{"origin":126724,"position":2},"title":"Earnings | APL Apollo Tubes Limited (NSE: APLAPOLLO): Q4FY23 Results Out; Total Income rises 5% YoY.","author":"Divyansh_Kasana","date":"May 12, 2023","format":false,"excerpt":"APL Apollo Tubes Limited is a leading branded steel products manufacturer in India. With headquarters in Delhi NCR, the company operates 10 manufacturing facilities that produce over 1,500 varieties of MS Black Pipes, Galvanised Tubes, Pre-Galvanised Tubes, Structural ERW Steel Tubes, and Hollow Sections. These products serve a range of\u2026","rel":"","context":"In &quot;Earnings&quot;","block_context":{"text":"Earnings","link":"https:\/\/alphastreet.com\/india\/category\/earnings\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-6.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":170637,"url":"https:\/\/alphastreet.com\/india\/apollo-tubes-q1-fy26-earnings-results\/","url_meta":{"origin":126724,"position":3},"title":"Apollo Tubes Q1 FY26 Earnings Results","author":"Divyansh_Kasana","date":"August 26, 2025","format":false,"excerpt":"APL Apollo Tubes Ltd is a leading Indian manufacturer of branded steel products, headquartered in Delhi NCR. The company operates 10 manufacturing facilities producing over 1,500 varieties of steel tubes and pipes catering to sectors such as infrastructure, housing, irrigation, solar, and engineering. Presenting below its Q1 FY26 Earnings Results.\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"APLAPOLLO Q1 FY26 Earnings Results","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/APL-1.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/APL-1.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/APL-1.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/APL-1.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/APL-1.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/APL-1.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":177139,"url":"https:\/\/alphastreet.com\/india\/apl-apollo-tubes-reports-record-quarterly-earnings-as-sales-volumes-rise-11\/","url_meta":{"origin":126724,"position":4},"title":"APL Apollo Tubes Reports Record Quarterly Earnings as Sales Volumes Rise 11%.","author":"Staff Correspondent","date":"January 22, 2026","format":false,"excerpt":"APL Apollo Tubes Reports (APLAPOLLO) Steel tube manufacturer achieves best-ever quarterly performance across all major financial metrics despite a challenging demand environment. High operational efficiency and debt reduction support continued 'Strong Buy' analyst ratings. APL Apollo Tubes Limited delivered record-breaking financial performance in Q3 FY26, posting double-digit growth in both\u2026","rel":"","context":"In &quot;Analysis&quot;","block_context":{"text":"Analysis","link":"https:\/\/alphastreet.com\/india\/category\/stock-analysis\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/10\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/10\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/10\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":177130,"url":"https:\/\/alphastreet.com\/india\/apl-apollo-tubes-reports-consolidated-net-profit-growth-in-third-quarter-results\/","url_meta":{"origin":126724,"position":5},"title":"APL Apollo Tubes Reports Consolidated Net Profit Growth in Third Quarter Results","author":"Staff Correspondent","date":"January 22, 2026","format":false,"excerpt":"APL Apollo Tubes (NSE: APLAPOLLO) The steel tube manufacturer recorded a consolidated net profit of \u20b9310.04 crore for the quarter ended December 31, 2025, supported by increased operational revenue. Total consolidated income reached \u20b95,839.85 crore as the company evaluates the financial implications of new national labor legislation. APL Apollo Tubes\u2026","rel":"","context":"In &quot;Analysis&quot;","block_context":{"text":"Analysis","link":"https:\/\/alphastreet.com\/india\/category\/stock-analysis\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/126724","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=126724"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/126724\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=126724"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=126724"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=126724"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}