₹2247.0
+4.32% today
· 30d +14.88%
as of 2026-09-04
Price · Daily Candles
“APL Apollo Tubes: Soaring Profits Outpace Revenue, FIIs Boost Holdings”
APL Apollo Tubes reported stellar annual net profit growth of 58.91% in FY26, reaching ₹1203 Cr, significantly outpacing the 11.55% revenue growth to ₹23079 Cr. This robust performance is also reflected in quarterly figures, with Q4 FY26 net profit up 20.89% YoY to ₹354 Cr on a 13.81% revenue increase to ₹6269 Cr. FIIs have notably increased their stake by 4.39% QoQ, now holding 37.51%.
BULL CASE
+Annual net profit surged by 58.91% YoY in FY26 to ₹1203 Cr, demonstrating strong earnings leverage.
+Quarterly net profit for Q4 FY26 grew 20.89% YoY to ₹354 Cr, alongside a 13.81% increase in revenue to ₹6269 Cr.
+FII shareholding increased by 4.39% QoQ to 37.51% in Q4 FY26.
+The company boasts a strong 32.0% ROCE.
+ML predictions indicate strong sales growth, with recent 2-year rank at 0.748 and rolling 4-year rank at 0.666.
BEAR CASE
−DIIs reduced their stake by 3.86% QoQ in Q4 FY26 to 16.05%.
−Current price is 18.31% off its 52-week high of ₹2301.4.
−The stock is trading at a PE of 43.29, which is higher than peers like LLOYDSME (28.33) and NMDC (12.21).
−The dividend yield stands at a modest 0.3%.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹5607 Cr
+8.45% YoY
NET PROFIT
₹263 Cr
+10.94% YoY
OPM
7.98%
+0.33pp YoY
EPS
₹9.48
PE 43.29
Intrinsic value · DCF: N/A — ML model predicts severe Δ FCF compression (h1=-23.8%, h2=-25.2%, h3=-24.4% of mktcap), driving projected FCF negative by year 3 despite healthy current FCF. Treating as forecast outlier rather than reporting a misleading ₹0 valuation. Use the Strategy Fit and ML sections instead.
◇ Sector Position
APL Apollo Tubes commands a premium PE of 43.29, higher than sector peers like LLOYDSME (28.33) and NMDC (12.21), yet sports a superior ROCE of 32.0% compared to JSWSTEEL (12.68%) and TATASTEEL (13.82%).
PEERPEROCE %
APLAPOLLO43.2932.0
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒
64
SCORE / 100
Overall
6-axis composite of the sections below.
Performance
STRONG
90
Valuation
FAIR
40
Growth
STRONG
79
Profitability
DECENT
65
Technicals
NEUTRAL
60
Risk
MODERATE
50
Key Stats
TTM PE
43.29
P/B
9.83
52W HIGH
₹2301.4
OFF HIGH
-2.36%
DIV YIELD
0.3%
MKT CAP
₹62194 Cr
◉ Active Signals
MACDNeutral-0.9127
RSI(14)Bullish68.32
Near 52W HighBullish-2.36
Street Consensus
19 analysts₹2230.05
mean target
Low ₹1490.0Now ₹2247.0High ₹2810.0
⧉ Strategy Fit 🔒