ftInvstr
APOLLOPIPE · Industrials ₹605.0 -2.1% Mkt Cap ₹2650 Cr

APOLLOPIPE

Industrials Building Products & Equipment
₹605.0
-2.1% today · 30d +14.8%
as of 2026-09-04
Price · Daily Candles
“Apollo Pipes' Q4 Profit Plunges Over 100%, Promoter Stake Jumps Amidst Weak FCF Outlook”
APOLLOPIPE witnessed a dramatic -101.3% YoY net profit decline in Q4 FY26, despite a 10.24% revenue increase to ₹347 Cr. The company's TTM PE stands at a high 497.12, reflecting market optimism despite negative Free Cash Flow and a weak ML rank for FCF growth (0.029 on a 7-year rolling basis). Promoter holding remarkably increased by 4.88% QoQ to 51.72% in Q4 FY26.
BULL CASE
+Q4 FY26 revenue increased by 10.24% YoY, reaching ₹347 Cr, indicating top-line expansion.
+Promoter shareholding increased by 4.88% QoQ, holding 51.72% as of March 2026, signaling confidence.
+The stock has seen significant price appreciation, with returns of 55.79% over 3 months and 72.77% over 6 months.
+ML predictions for EBIT 1-year growth show a neutral rank of 0.586 over a 7-year stable period.
BEAR CASE
Net profit in Q4 FY26 plummeted by -101.3% YoY, resulting in a loss of -0.0 Cr, despite revenue growth.
Operating profit declined by -28.71% YoY in Q4 FY26, with OPM dropping by -3.01 percentage points.
The company's TTM PE ratio is extremely high at 497.12, far exceeding the peer average.
Free Cash Flow is negative at -₹116 Cr, leading to a -5.12% FCF yield, and ML prediction for FCF growth is weak across all horizons (e.g., 0.029 for 4-year rolling FCF).
FIIs and DIIs both reduced their stake QoQ, by -1.36% and -1.67% respectively, in Q4 FY26.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹295 Cr
+7.43% YoY
NET PROFIT
₹-11 Cr
-236.19% YoY
OPM
1.77%
-6.75pp YoY
EPS
₹-2.52
PE 497.12
Intrinsic value · DCF: N/A — Company is currently free-cash-flow negative (-4.4% of mktcap). DCF assumes a going concern generating positive cash flow; a meaningful intrinsic value can only be computed once FCF turns positive. Use the Strategy Fit and ML sections instead.
◇ Sector Position
APOLLOPIPE's TTM PE of 497.12 and ROCE of 2.0% stand in stark contrast to sector peers like SUPREMEIND (PE 47.57, ROCE 27.5%) and ASTRAL (PE 80.97, ROCE 25.28%), suggesting a premium valuation for significantly lower returns in the Building Products & Equipment sector.
PEERPEROCE %
APOLLOPIPE497.122.0
SUPREMEIND47.5727.5
ASTRAL80.9725.28
BLUESTARCO63.9329.12
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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52
SCORE / 100
Overall
6-axis composite of the sections below.
Performance STRONG 90
Valuation STRETCHED 5
Growth MUTED 30
Profitability AVERAGE 30
Technicals NEUTRAL 67
Risk LOW 90
Key Stats
TTM PE
497.12
P/B
3.28
52W HIGH
₹668.8
OFF HIGH
-9.54%
DIV YIELD
0.13%
MKT CAP
₹2650 Cr
◉ Active Signals
MACDNeutral-2.268
RSI(14)Neutral58.26
Street Consensus
8 analysts
₹384.75
mean target
Low ₹194.0Now ₹605.0High ₹620.0
⧉ Strategy Fit 🔒

See which of ftInvstr's 50+ strategies hold APOLLOPIPE and at what entry.

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