Apollo Pipes Ltd (APOLLOPIPE) Q4FY26 Management Mirror - Mar-2026 Qtr
Revenue & Volume Outlook
Management initiated a bold 5-year plan in the Mar'26 Qtr to achieve a 35% revenue CAGR, targeting 5,000 crores by Mar'31, a significant upward shift from the 3,000 crores long-term target cited in the Sep'25 Qtr. For FY27, CPVC growth is expected to exceed 20%, aiming for a 3.5% total market share over 3-4 years. Expected near-term momentum targets >400 crores for the Jun'26 Qtr. Previously, volume guidance was revised down in the Sep'25 Qtr to ~100k tons for FY26, before slightly recovering in the Dec'25 Qtr to 106k-107k tons with high double-digit growth expected for FY27. [Status: Upgraded]
3 more themes on the ELITE plan.