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Detailed Analysis on the business of #ApolloPipes

CMP - ₹514

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1. Company Overview:
Apollo Pipes is among the top 10 leading piping solution providing Company in India. Headquartered at Delhi, the Company enjoys strong brand equity in the domestic markets. With more than three decades of experience in the Indian PVC Pipe Market, Apollo
Pipes holds a strong reputation for high quality products and an extensive distribution network.

2. Management:
i. Mr Sanjay Gupta, Chairman, is an entrepreneur with an experience over three decades in various steel industry segments and he has spearheaded the Company’s growth.
Read 29 tweets
#apollopipes FY 22 Annual Report Highlights

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Apollo Pipes is among the top 10 leading piping solution providing companies in India. With more
than three decades of experience in the Indian Pipe Market,
Apollo Pipes holds a strong reputation
for high quality products and an extensive distribution network.

The Company’s expansive product profile includes over 1,500 product varieties of CPVC, UPVC, and
HDPE pipes, water storage tanks, PVC taps, fittings and solvents of the
highest quality. The products
cater to an array of industrial applications such as Agriculture, Water Management, Construction,
Infrastructure, and Telecom ducting segments

Apollo Pipes maintains a strong distribution network of 600+ channel partners and
Read 21 tweets
Detailed Thread on #apollopipes

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Topics Covered :

1. Company overview
2. Management
3. APL Apollo Tubes Ltd
4. Products
5. Margins
6. Plants
7. Distribution
8. Marketing
9. Revenue mix
10. Company’s Key Focus Areas
11. Future Capex
12. Financials
13. EBITDA Margins

1. Company Overview
Apollo Pipes is among the top 10 leading piping solution providing companies in India. Headquartered at Delhi, the Company enjoys strong brand equity in the domestic markets. With more than three decades of experience
in the Indian PVC Pipe Market, Apollo Pipes holds a strong reputation for high quality products and an extensive distribution network.
Read 36 tweets
#apollopipes Q1 23 Concall Highlights

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1. Revenue in Q1 FY23 grew by 59% to 218.9 crs from 137.6 crs in Q1 Fy22 but down 11.5% sequentially from 247.5 crs. Volume grew 38% to 14406MT from 10200MT in Q1 FY22.
2. EBITDA was 20.0 crs as against 17.4 crs y-o-y but dropped from 28.4 cr in previous quarter. Margin also dropped to 9.2% from 11.5% q-o-q. EBITDA per tonne dropped to 14000 per tonne from 17500 per tonne. This drop was because of drop in pvc prices.
Company is targeting 20000 EBITDA per tonne in next two years.
3. Growth looks robust y-o-y basis because of low base last year but weak sequentially because
of massive correction in PVC prices. This created uncertainty among channel partners who went into destocking mode.
Read 12 tweets
Indian Plastic Pipes and Fittings Industry: A Huge multiyear growth opportunity 📈

-Industry to grow at 12-14%. CAGR over next few years.
-Organised segment accounts for 60-65% market share.

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Major Growth Drivers-

-Government focus
-Increase in India's per capita plastic consumption.
-Substitution and replacement demand.
- Consolidation in pipes industry.

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Types of polymers and applications 👇

-Unplasticised Polyvinyl Chloride (UPVC)
- Chlorinated Polyvinyl Chloride (CPVC)
-High-density Polyethylene (HDPE)
-Polypropylene Random (PPR)
-Composite Pipe

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Read 8 tweets

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