APL Apollo Tubes Ltd has informed the exchange regarding the transcript of the Conference Call held on August 3, 2026

AI summary - Q1 FY27 volume was 745,000 tons, below expectations due to UAE geopolitical issues, energy crisis, and high inflation. - EBITDA per ton stable at INR5,500 despite 20% volume decline QoQ; gross profit per ton increased by INR1,000 QoQ. - July volumes rose 20% MoM; full-year EBITDA growth guidance maintained at 20% with 15-20% volume growth. - New capacity of 2 million tons coming over 2.5 years plus 1 million tons debottlenecking; value-added product share to rise to 75-80% by Dec 2027. - UAE operations recovering; July production 10,000-12,000 tons, targeting 16,000-17,000 tons in August. - Competitive intensity stable; market share targeted at 60-65%. - Solar segment expected to contribute 4-5% of volume in 2-3 years. - EBITDA per ton expected to improve gradually to INR6,000 over 2-3 years with capacity ramp-up. - Employee cost increase due to annual increments and low production; expected to normalize with volume recovery.