APOLLOTYRE Apollo Tyres Q2 FY27 results (Jul–Sep 2026) and concall
Apollo Tyres delivered robust top-line growth in Q2 FY27, with consolidated revenue expanding over 16% YoY to ₹79.7 billion, led by strong India performance across OEM (+25% volume) and replacement channels. However, severe raw material cost inflation (~25% increase in commodity basket YoY) compressed consolidated EBITDA margins to 10.7% and India margins to 11.1%. Management has responded with aggressive pricing hikes of 13% to 15% across categories through October and sustained strict opex controls, while continuing the restructuring of European manufacturing operations.
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What they filed
Q2 FY27: revenue up 333.3%, net profit down 0.4% against the same quarter last year.
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 5 | 4 | 3 | 6 | 13 +160% | 14 +250% | 16 +433% | 26 +333% |
| EBITDA | 504 | 515 | 645 | 721 | 747 +48% | 764 +48% | 655 +2% | 655 −9% |
| Net profit | 124 | 149 | 222 | 277 | 449 +262% | 903 +506% | 304 +37% | 276 −0% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
