Apollo Pipes Limited — Q1FY27 earnings call summary

• Q1 FY27 sales volume flat YoY; EBITDA margin normalized at 7% consolidated
• High double-digit volume growth expected for FY27; Q2 to show YoY growth
• CAPEX Rs.200 Cr over FY27-FY28 funded from internal cash flow; no debt planned
• Kisan merger expected to yield ~1% cost synergies; integration ongoing
• Long-term goal: Rs.5,000 Cr revenue by FY31 with 10-12% EBITDA margin and 25% ROC
• Varanasi plant ramping; target 30% utilization in FY27, 50-70% in FY28-29
• New Window profile business to contribute 7-8% revenue in FY27 with 10-15% margins
• Working capital days at 45; target to reduce by 10-15 days by FY28

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