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₹526 Cr Record Revenue: Apcotex Q1 FY27 PAT Jumps 311% Despite Export Headwinds
Apcotex Industries reported its highest-ever quarterly performance in Q1 FY27, with revenue reaching ₹526 Cr, a 40% YoY increase driven by improved price realizations. EBITDA margins expanded significantly to 22.3% from 10.3% YoY, supported by ~2% inventory gains and operational efficiencies. While export volumes declined 10-12% due to geopolitical disruptions in West Asia, domestic volumes grew by 10%. Management maintains a sustainable margin outlook of 15-16% and expects new capacity to add ₹600 Cr to the top line starting FY28.
Confidence: HIGH
What changedApcotex transitioned from a period of margin pressure to record profitability, driven by strategic procurement and pricing power despite lower overall volumes.
Why it mattersThe record cash flow strengthens the balance sheet for the upcoming ₹600 Cr revenue-potential expansion, which is significant given the current TTM revenue of ₹687 Cr.
Q1 FY27 Revenue: ₹526 CrEBITDA Margin: 22.3%PAT Growth (YoY): 311%Export Volume Decline: 10-12%Expansion Revenue Potential: ₹600 CrInventory Gain Impact: ~2% on EBITDA
📅 Short termThe stock is likely to react positively to the record-breaking earnings and significant margin expansion, though investors should note the volume decline in exports.
📈 Long termStructural growth is supported by a 40% capacity-led revenue increase expected by 2027 and a strong competitive position in the domestic synthetic rubber market.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Geopolitical risks in West Asia impacting export logistics
- Volatility in raw material prices (Styrene/Butadiene)
- Sustainability of 20%+ EBITDA margins
Key Highlights
Achieved record quarterly revenue of ₹526 Cr, a 40% increase over the previous year.
PAT surged 311% YoY to ₹79 Cr, with PAT margins improving from 5.11% to 15.01%.
Operating EBITDA grew 203% YoY to ₹117 Cr, hitting a record margin of 22.3%.
Domestic volumes grew 10%, partially offsetting a 10-12% drop in export volumes caused by MENA region disruptions.
Ongoing CAPEX for NBR and synthetic latex expected to add ₹600 Cr to revenue potential by 2027.
👀 What to Watch
Watch for the stabilization of EBITDA margins toward the 15-16% target as one-time inventory gains normalize, and track the commissioning timeline of the NBR expansion in Q1 FY28.
311% PAT Growth: Apcotex Hits Record Q1 FY27 Revenue of ₹525.6 Cr with 22.3% EBITDA Margin
Apcotex Industries reported its strongest-ever quarterly performance in Q1 FY27, with revenue growing 39.9% YoY to ₹525.6 crore. Profitability saw a massive surge, with PAT increasing 310.9% YoY to ₹78.9 crore, driven by higher price realizations despite lower sales volumes. EBITDA margins expanded significantly by 1,198 bps to 22.28%, reflecting strong operating leverage and pricing power. However, export volumes were hindered by geopolitical tensions in West Asia and logistics disruptions.
Confidence: HIGH
What changedThe company achieved record-high quarterly revenue and profitability, shifting from a ~10-12% EBITDA margin profile to over 22% in a single quarter.
Why it mattersThis performance demonstrates significant pricing power and the ability to pass through raw material costs effectively, leading to a substantial re-rating of the company's quarterly earnings power.
Q1 FY27 Revenue: ₹525.6 CrQ1 FY27 PAT: ₹78.9 CrEBITDA Margin: 22.28%Q1 PAT vs FY26 Annual PAT: 77.8%Total Capacity: 181,000 MTPA
📅 Short termThe stock is likely to react positively to the massive earnings beat and record-high margins, though investors should note the impact of logistics on volumes.
📈 Long termStructural improvement in margins and the utilization of the 181,000 MTPA capacity could lead to sustained higher earnings, provided global commodity cycles remain favorable.
⚠ Risk flags
- Geopolitical tensions in West Asia impacting export volumes
- Volatility in raw material prices (Styrene/Butadiene)
- Lower sales volumes despite higher revenue
Key Highlights
Revenue reached an all-time quarterly high of ₹525.6 crore, a 39.9% YoY increase from ₹375.8 crore.
EBITDA grew by 202.6% YoY to ₹117.1 crore, with margins expanding to 22.28% from 10.30%.
Net Profit (PAT) surged 310.9% YoY to ₹78.9 crore, which is approximately 78% of the total PAT earned in FY26.
Diluted EPS for the quarter stood at ₹15.23, a significant jump from ₹3.70 in Q1 FY26.
Total manufacturing capacity across Taloja and Valia plants stands at 181,000 MTPA.
👀 What to Watch
Monitor the sustainability of the 22.3% EBITDA margin, as management noted it was driven by price realizations rather than volume growth. Watch for the resolution of West Asia logistics issues which are currently impacting export shipments.
Apcotex Q1 FY27 PAT Jumps 312% YoY to ₹78.94 Cr; Revenue Up 40%
Apcotex Industries reported a robust Q1 FY27 with revenue from operations rising 39.9% YoY to ₹525.63 Cr. Net profit surged 312% to ₹78.94 Cr, compared to ₹19.16 Cr in the same quarter last year, driven by strong operational performance. The quarterly EPS reached ₹15.23, a significant jump from ₹3.70 YoY. This performance indicates high utilization of the recently added 37,000-tonne capacity and improved operating leverage.
Confidence: HIGH
What changedApcotex has delivered a massive earnings beat in Q1 FY27, with revenue and profits significantly exceeding both YoY and sequential (Q4 FY26) levels.
Why it mattersThe sharp rise in profitability suggests the company is successfully sweating its new assets and benefiting from operating leverage, potentially re-rating the stock if this run-rate continues.
Q1 Revenue from Operations: ₹525.63 CrQ1 Net Profit: ₹78.94 CrYoY Revenue Growth: 39.9%YoY PAT Growth: 312%Q1 EPS: ₹15.23
📅 Short termThe stock is expected to react positively in the short term due to the substantial growth in both top-line and bottom-line figures.
📈 Long termThe structural expansion in capacity and focus on margin-accretive specialized segments could lead to a sustained higher earnings base over the coming years.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Volatility in global petrochemical prices
- Intense competition from Chinese and Korean imports
- Cyclical nature of raw material costs
Key Highlights
Revenue from operations increased 39.9% YoY to ₹525.63 Cr from ₹375.76 Cr.
Net Profit after Tax (PAT) grew by 312% YoY to ₹78.94 Cr.
Earnings Per Share (EPS) for the quarter stood at ₹15.23 vs ₹3.70 in Q1 FY26.
Profit Before Tax (PBT) rose to ₹104.65 Cr, a 297% increase over the previous year's ₹26.33 Cr.
Total Comprehensive Income for the period reached ₹86.81 Cr.
👀 What to Watch
Investors should monitor the sustainability of these margins and the utilization levels of the 37,000-tonne expansion. Key factors to watch include raw material price trends for Styrene and Butadiene and the company's success in the Southeast Asian glove market.
Apcotex Industries Shareholders Approve Final Dividend and Management Re-appointments at 40th AGM
Apcotex Industries Limited held its 40th Annual General Meeting on June 25, 2026, where shareholders approved all seven proposed resolutions. Key approvals include the adoption of FY2025-26 financial statements and the declaration of a final dividend. Shareholders also supported the re-appointment of Mr. Amit Choksey and Mr. Ravishankar Sharma to the board. The resolution for the continuation of Mr. Atul Choksey as Chairman was successfully passed as a special resolution.
Key Highlights
All 7 resolutions passed with significant majorities, including the declaration of a final dividend for FY26.
Total voter turnout was 60.53%, with 31,383,502 votes polled out of 51,844,960 total shares.
Resolution 6 regarding remuneration for a single Non-Executive Director saw 22.8% institutional dissent but passed overall.
Special resolutions for the re-appointment of Executive Director Ravishankar Sharma and Chairman Atul Choksey were approved.
The dividend resolution (Resolution 2) passed with 99.9991% of votes in favor.
👀 What to Watch
Investors can remain confident in the management continuity and the confirmed dividend payout. No immediate portfolio changes are required as the meeting outcomes align with standard corporate expectations.
Apcotex Industries Shareholders Approve Final Dividend and Key Re-appointments at 40th AGM
Apcotex Industries Limited held its 40th Annual General Meeting on June 25, 2026, where shareholders approved all seven proposed resolutions with significant majorities. Key approvals included the adoption of financial statements for FY 2025-26 and the declaration of a final dividend for the same period. Management continuity was reinforced through the re-appointment of Mr. Amit Choksey and Executive Director Mr. Ravishankar Sharma. Additionally, the continuation of Mr. Atul Choksey as Chairman was ratified with 99.99% of the total votes cast in favor.
Key Highlights
Shareholders approved the declaration of a final dividend for the financial year ended March 31, 2026.
A total of 7 resolutions were passed, with approximately 60.53% of total shares (31.38 million votes) polled.
The resolution for the continuation of Mr. Atul Choksey as Chairman passed with 99.99% favor.
Approval of annual remuneration for a single Non-Executive Director passed with 99.35% overall favor, despite 22.8% institutional votes against.
Re-appointment of Mr. Ravishankar Sharma as Executive Director was approved via a Special Resolution.
👀 What to Watch
Investors should note the approval of the final dividend and the stability in leadership as positive indicators. No immediate action is required as these are standard corporate governance proceedings.
Apcotex Industries Sets June 12 as Record Date for Rs 5.50 Final Dividend
Apcotex Industries has officially fixed June 12, 2026, as the record date to determine shareholder eligibility for a final dividend of Rs. 5.50 per equity share. This dividend is for the financial year ended March 31, 2026, and is based on a face value of Rs. 2.00 per share. The payout is subject to shareholder approval at the upcoming Annual General Meeting (AGM) scheduled for June 25, 2026. If approved, the dividend will be disbursed to eligible shareholders within 30 days of the meeting.
Key Highlights
Final dividend of Rs. 5.50 per equity share with a face value of Rs. 2.00.
Record date for determining eligibility is Friday, June 12, 2026.
Annual General Meeting (AGM) to be held on June 25, 2026, for final approval.
Dividend payment will be processed within 30 days post-AGM approval.
👀 What to Watch
Investors interested in the dividend should ensure they hold the stock before the ex-dividend date to be eligible for the Rs. 5.50 per share payout. Monitor the AGM outcome on June 25 for final confirmation of the payment timeline.
Apcotex Industries Q4 FY26 PAT Surges 107% YoY to ₹35 Cr; Declares ₹5.50 Final Dividend
Apcotex Industries reported a strong Q4 FY26 with revenue growing 14% YoY to ₹398 crores and PAT doubling to ₹35 crores. For the full year FY26, the company achieved record sales volumes and its highest-ever operating EBITDA of ₹177 crores, up 42% YoY. Despite one-off provisions totaling approximately ₹20 crores for employee benefits and asset impairments, margins improved significantly with EBITDA margin reaching 13.76% in Q4. The company remains net cash positive with ₹70 crores in surplus and has proposed a final dividend of ₹5.50 per share.
Key Highlights
Q4 FY26 PAT grew by 107% YoY to ₹35 crores, while annual PAT rose 88% to ₹101 crores.
Operating EBITDA for FY26 reached a record ₹177 crores, marking a 42% YoY increase.
Nitrile latex segment is currently operating at 100% capacity utilization with improved margins.
Total dividend for FY26 stands at ₹8 per share, including the newly announced ₹5.50 final dividend.
One-off expenses of ₹14 crores for employee benefits and ₹4 crores for asset impairment were recognized in Q4.
👀 What to Watch
Investors should note the strong volume growth and margin expansion as positive indicators of operational efficiency. The 100% capacity utilization in Nitrile latex suggests robust demand, though monitoring raw material volatility due to geopolitical issues is advised.
Apcotex Industries Reports Strong Q4 FY26: PAT Surges 106% YoY, EBITDA Up 42%
Apcotex Industries delivered a robust performance in Q4 FY26, with revenue growing 13.8% YoY to INR 3,976 Mn and PAT doubling to INR 347 Mn. For the full year FY26, the company achieved record-high sales volumes and its highest-ever export volume, both growing 14% YoY. EBITDA margins improved significantly by 335 bps for the full year to reach 12.31%, driven by better capacity utilization and pricing discipline. The company remains net cash positive by INR 700 Mn and has declared a total dividend of INR 8.0 per share for the fiscal year.
Key Highlights
Q4 FY26 PAT grew by 106.5% YoY to INR 347 Mn, while EBITDA rose 42.1% to INR 547 Mn.
Full-year FY26 revenue reached INR 14,415 Mn with a 14% volume growth across domestic and export markets.
EBITDA margins expanded by 274 bps in Q4 to 13.76% and by 335 bps for the full year to 12.31%.
Maintained a strong balance sheet with a net cash position of INR 700 Mn (cash and investments exceeding borrowings).
Board recommended a final dividend of INR 5.5 per share, bringing the total FY26 dividend to INR 8.0.
👀 What to Watch
Investors should note the significant margin expansion and record export volumes as indicators of strong operational recovery. The company's net-cash status and healthy dividend yield provide a margin of safety for long-term holders.
Apcotex Industries FY26 Net Profit Doubles to ₹101 Cr; Announces ₹5.50 Dividend and Solar Acquisition
Apcotex Industries delivered a robust financial performance for FY26, with annual net profit surging to ₹101.41 crore from ₹54.06 crore in the previous year. The company reported a 107% YoY increase in Q4 FY26 net profit to ₹34.74 crore, driven by improved operational efficiencies and higher revenue. In addition to strong earnings, the board recommended a final dividend of ₹5.50 per share. Strategically, the company is pivoting its solar power procurement to Amplus Ampere Private Limited through a share acquisition agreement to ensure power availability.
Key Highlights
FY26 Net Profit nearly doubled to ₹101.41 crore compared to ₹54.06 crore in FY25.
Q4 FY26 Revenue from operations grew 13.8% YoY to ₹397.58 crore.
Recommended a final dividend of ₹5.50 per equity share of face value ₹2.00.
Approved share acquisition agreement (SASHA) with Amplus Ampere Private Limited for solar power project.
Exceptional income of ₹5.75 crore recorded during the year from the sale of office premises.
👀 What to Watch
The significant jump in profitability and healthy dividend payout make this a positive development for shareholders. Investors should monitor the successful implementation of the solar power agreement for long-term energy cost savings.
Apcotex Industries FY26 Net Profit Doubles to ₹101 Cr; Recommends ₹5.50 Dividend
Apcotex Industries reported a robust financial performance for FY26, with annual net profit nearly doubling to ₹10,141.13 lakhs from ₹5,406.46 lakhs in the previous year. The company's revenue for the full year grew to ₹1,44,149.88 lakhs, supported by a strong Q4 performance where net profit jumped to ₹3,474.06 lakhs. Reflecting this growth, the Board has recommended a final dividend of ₹5.50 per equity share (275% of face value). The company also approved the continuation of Mr. Atul Choksey as a director and updated its solar power project entity to ensure power availability.
Key Highlights
FY26 Net Profit surged 87.6% YoY to ₹101.41 crore compared to ₹54.06 crore in FY25.
Annual Revenue from Operations reached ₹1,441.50 crore, up from ₹1,392.36 crore in the previous fiscal.
Recommended a final dividend of ₹5.50 per equity share of face value ₹2.00.
Q4 FY26 Net Profit stood at ₹34.74 crore, more than doubling from ₹16.76 crore in Q4 FY25.
Full-year Basic EPS increased significantly to ₹19.56 from ₹10.43 in the prior year.
👀 What to Watch
Investors should take note of the significant expansion in profit margins and the healthy dividend payout, which signal strong operational health. The stock remains a positive watch given the nearly 100% growth in annual earnings per share.
Apcotex Industries Recommends Rs 5.50 Dividend; FY26 Net Profit Surges 87% to Rs 101.4 Crore
Apcotex Industries reported a robust financial performance for FY26, with Net Profit jumping 87.6% to Rs 101.41 crore from Rs 54.06 crore in the previous year. Revenue from operations grew steadily to Rs 1,441.50 crore, while EPS nearly doubled to Rs 19.56. The Board has recommended a final dividend of Rs 5.50 per share, representing a 275% payout on the face value of Rs 2.00. The company maintained strong cash flows with operating profit before working capital changes reaching Rs 190.94 crore.
Key Highlights
Net Profit for FY26 surged 87.6% YoY to Rs 101.41 crore compared to Rs 54.06 crore in FY25
Recommended a final dividend of Rs 5.50 per equity share for the financial year ended March 31, 2026
Annual Revenue from operations increased to Rs 1,441.50 crore from Rs 1,392.36 crore in the previous year
Earnings Per Share (EPS) for the full year rose significantly to Rs 19.56 from Rs 10.43
Q4 FY26 Net Profit stood at Rs 34.74 crore, a substantial increase from Rs 16.75 crore in Q4 FY25
👀 What to Watch
Investors should consider the significant expansion in profit margins and the healthy dividend yield as positive indicators of management efficiency. The stock remains a strong candidate for long-term portfolios given the doubling of EPS and robust cash flow generation.
Apcotex Industries FY26 Net Profit Jumps 87% to ₹101.4 Cr; Final Dividend of ₹5.50 Declared
Apcotex Industries reported a strong financial performance for FY26, with annual net profit surging 87.6% to ₹10,141.13 lakhs from ₹5,406.46 lakhs in the previous year. Revenue for the full year grew to ₹1,44,149.88 lakhs, supported by a robust Q4 performance where revenue rose 13.8% year-on-year. The company's cash flow from operations saw a significant improvement, reaching ₹20,343.83 lakhs compared to ₹8,472.03 lakhs in FY25. Reflecting this growth, the board has recommended a final dividend of ₹5.50 per equity share.
Key Highlights
Annual Net Profit after tax increased by 87.6% YoY to ₹101.41 crore in FY26.
Q4 FY26 Revenue from Operations grew 13.8% YoY to ₹397.58 crore.
Recommended a final dividend of ₹5.50 per equity share of face value ₹2.00.
Cash flow from operating activities more than doubled to ₹203.44 crore in FY26.
Approved a change in solar project entity to Amplus Ampere Private Limited to ensure power availability.
👀 What to Watch
Investors should view the strong profit growth and improved cash flow generation as a positive sign of operational efficiency. The healthy dividend payout of 275% of face value makes it attractive for yield-seeking investors.
Apcotex Industries FY26 Net Profit Surges 87% to ₹101 Cr; Recommends ₹5.50 Final Dividend
Apcotex Industries delivered a robust performance for the financial year ended March 31, 2026, with net profit nearly doubling to ₹10,141.13 lakhs from ₹5,406.46 lakhs in the previous year. Annual revenue grew to ₹1,44,149.88 lakhs, supported by a strong Q4 performance where net profit jumped over 100% year-on-year to ₹3,474.06 lakhs. The company has rewarded shareholders with a final dividend recommendation of ₹5.50 per share. Despite one-time impairment charges of ₹373 lakhs and various employee benefit provisions, the overall profitability and EPS growth from ₹10.43 to ₹19.56 signal strong operational recovery.
Key Highlights
FY26 Net Profit increased by 87.6% to ₹10,141.13 lakhs compared to ₹5,406.46 lakhs in FY25.
Recommended a final dividend of ₹5.50 per equity share (275% of face value) for FY26.
Q4 FY26 Revenue from operations grew 13.8% YoY to ₹39,758.38 lakhs.
Full-year Earnings Per Share (EPS) rose significantly to ₹19.56 from ₹10.43 in the prior year.
Recognized a one-time impairment loss of ₹373 lakhs on turbine assets at the Valia plant during Q4.
👀 What to Watch
Investors should take note of the significant margin expansion and the substantial dividend payout, which reflects management's confidence in cash flows. The stock is likely to react positively to the doubling of annual profits and the high dividend yield.
Apcotex Industries Acquires 5.12% Stake in Opera Vayu (Narmada) for INR 3.38 Crore
Apcotex Industries has finalized the acquisition of a 5.12% equity stake in Opera Vayu (Narmada) Private Limited for a total cash consideration of INR 3.375 crore. The acquisition is part of a strategic move to secure captive hybrid power for the company's manufacturing operations. Opera Vayu is a Special Purpose Vehicle (SPV) and a subsidiary of Shivman Wind Energy Private Limited. This investment aligns with the company's long-term goals of optimizing energy costs and increasing renewable energy consumption.
Key Highlights
Acquired 33,75,000 equity shares representing a 5.12% stake in the target entity.
Total investment value of INR 3,37,50,000 completed via a cash transaction on April 23, 2026.
The target entity is an SPV focused on the power sector for captive consumption purposes.
Opera Vayu (Narmada) Private Limited is a subsidiary of Shivman Wind Energy Private Limited.
The acquisition follows a previously approved Power Purchase Agreement (PPA) and Share Subscription Agreement.
👀 What to Watch
Investors should view this as a positive strategic move to manage power costs and improve ESG metrics. While the investment amount is relatively small, it demonstrates a commitment to operational efficiency through renewable energy.
Apcotex Industries acquires 5.12% stake in Opera Vayu (Narmada) for INR 3.38 Crore
Apcotex Industries has finalized the acquisition of a 5.12% equity stake in Opera Vayu (Narmada) Private Limited for a total cash consideration of INR 3.38 crore. This strategic move follows a Power Purchase Agreement (PPA) aimed at securing hybrid power for the company's captive consumption. The target entity is a Special Purpose Vehicle (SPV) incorporated in 2022, focused on the power sector. This investment is expected to help the company optimize energy costs and enhance its renewable energy footprint.
Key Highlights
Acquired 33,75,000 equity shares representing a 5.12% stake in Opera Vayu (Narmada) Private Limited
Total investment value stands at INR 3,37,50,000 paid via cash consideration
The acquisition is intended for captive consumption of hybrid power to manage operational energy costs
Target entity is an SPV incorporated in August 2022 with nil turnover reported for the last three years
👀 What to Watch
Investors should view this as a positive operational step toward long-term energy cost reduction and ESG compliance. While the investment size is small, it reflects management's focus on infrastructure efficiency.
Apcotex to Invest ₹2.04 Cr in Solar Power SPVs and Re-appoints Executive Director
Apcotex Industries has approved a strategic investment totaling ₹2.04 crores in two solar power Special Purpose Vehicles (SPVs) to facilitate captive power consumption. The company will acquire a 2.55% stake in Amplus Ceres Solar for ₹72 lakhs and a 2.14% stake in Amplus Energy One for ₹1.32 crores. Additionally, the board has approved the re-appointment of Mr. Ravishankar Sharma as Executive Director for a two-year term starting May 2026. These initiatives are aimed at reducing long-term energy costs and ensuring management continuity.
Key Highlights
Investment of ₹72,00,000 to acquire a 2.55% equity stake in Amplus Ceres Solar Private Limited.
Investment of ₹1,32,00,000 to acquire a 2.14% equity stake in Amplus Energy One Private Limited.
The acquisitions are intended for captive consumption of solar power to optimize operational energy costs.
Re-appointment of Mr. Ravishankar Sharma as Executive Director for a 2-year term effective May 1, 2026.
Both solar entities are SPVs and subsidiaries of Amplus Energy Solutions PTE Limited.
👀 What to Watch
The shift toward captive solar power is a positive move for long-term margin improvement and ESG compliance. Investors should view this as a routine but beneficial operational update that supports cost efficiency.
Apcotex Industries to Invest ₹2.04 Cr in Solar Power SPVs for Captive Consumption
Apcotex Industries has approved the acquisition of minority stakes in two solar power Special Purpose Vehicles (SPVs) to facilitate captive power consumption. The company will invest ₹72 lakhs for a 2.55% stake in Amplus Ceres Solar and ₹1.32 crores for a 2.14% stake in Amplus Energy One. This strategic move is aimed at reducing long-term energy costs and enhancing the company's renewable energy footprint. Additionally, the board approved the re-appointment of Mr. Ravishankar Sharma as Executive Director for a two-year term.
Key Highlights
Acquisition of 2.55% stake in Amplus Ceres Solar Private Limited for ₹72,00,000.
Acquisition of 2.14% stake in Amplus Energy One Private Limited for ₹1,32,00,000.
Total investment of ₹2.04 crores dedicated to securing captive solar power supply.
Re-appointment of Mr. Ravishankar Sharma as Executive Director for a 2-year term starting May 2026.
Both target entities are SPVs under Amplus Energy Solutions PTE Limited and are currently pre-operational.
👀 What to Watch
The investment is a positive step toward operational efficiency and sustainability, though the financial outlay is small relative to the company's scale. Investors should view this as a routine strategic move to manage power costs.
Apcotex to Invest ₹2.04 Cr in Solar SPVs for Captive Power; Re-appoints Executive Director
Apcotex Industries has approved a total investment of ₹2.04 crore to acquire minority stakes in two solar power Special Purpose Vehicles (SPVs) managed by Amplus Energy. The company will acquire a 2.55% stake in Amplus Ceres Solar for ₹72 lakhs and a 2.14% stake in Amplus Energy One for ₹1.32 crore. This move is aimed at securing solar power for captive consumption, which is expected to optimize long-term energy costs and improve the company's sustainability profile. Additionally, the board has re-appointed Mr. Ravishankar Sharma as Executive Director for a two-year term starting May 2026.
Key Highlights
Investment of ₹72,00,000 to acquire a 2.55% equity stake in Amplus Ceres Solar Private Limited.
Investment of ₹1,32,00,000 to acquire a 2.14% equity stake in Amplus Energy One Private Limited.
The primary objective of these acquisitions is the captive consumption of solar power to reduce operational energy costs.
Re-appointment of Mr. Ravishankar Sharma as Executive Director for a 2-year term effective from May 1, 2026.
👀 What to Watch
The investment is a positive step toward operational efficiency and ESG compliance, though the financial outlay is relatively small. Investors should view this as a long-term cost-saving measure that supports margin stability.
Apcotex Industries Reports FY25 Revenue of ₹13,924 Mn and Margin Recovery to 11.75% in 9M-FY26
Apcotex Industries, India's leading producer of synthetic rubber and latex, reported FY25 revenue of INR 13,924 Mn with an EBITDA of INR 1,247 Mn. While FY25 margins dipped to 8.96%, the 9M-FY26 performance shows a recovery to 11.75% on a revenue base of INR 10,439 Mn. The company is currently expanding its Nitrile Latex capacity at the Valia plant from 50,000 MTPA to 80,000 MTPA to capitalize on growing demand. As the only domestic manufacturer of NBR and Nitrile Latex, Apcotex maintains a strong competitive moat with marquee clients like Asian Paints, MRF, and ITC.
Key Highlights
FY25 Revenue stood at INR 13,924 Mn with a PAT of INR 541 Mn.
EBITDA margins improved to 11.75% in 9M-FY26 from 8.96% in FY25.
Nitrile Latex capacity at Valia to be expanded from 50,000 MTPA to 80,000 MTPA.
Taloja facility maintains a significant swing capacity of 1,03,000 MTPA for Synthetic Latex.
Market capitalization reached approximately INR 19,382.24 Mn as of December 31, 2025.
👀 What to Watch
Investors should focus on the margin recovery trend in recent quarters and the timely execution of the Valia plant expansion. The company's status as a sole domestic producer in several segments makes it a strong play on industrial and automobile growth.
Apcotex Q3 FY26 PAT Jumps 91% YoY to ₹22 Cr; EBITDA Margins Expand to 13.1%
Apcotex Industries reported a strong Q3 FY26 with PAT rising 91% YoY to INR 22 crores, despite a 7% decline in revenue to INR 332 crores caused by lower raw material prices. Operating EBITDA grew 61% YoY to INR 44 crores, driven by a 10% volume growth and improved operational efficiencies. The company achieved its highest-ever 9M sales and export volumes, while reducing debt by INR 94 crores during the period. An interim dividend of INR 2.50 per share was declared, and the company is proceeding with a cost-optimized NBR expansion plan.
Key Highlights
Q3 FY26 PAT surged 91% YoY to INR 22 crores with EBITDA margins expanding to 13.12%.
Highest ever 9M sales volumes (up 15% YoY) and export volumes (up 21% YoY) recorded.
Debt reduced by INR 94 crores in 9M FY26, maintaining a net cash positive position.
Interim dividend of INR 2.50 per equity share approved by the Board.
NBR expansion proceeding with optimized CAPEX of INR 130-140 crores despite pending ADD notification.
👀 What to Watch
Investors should view the strong volume growth and margin recovery in nitrile latex and paper segments as positive indicators of operational turnaround. The significant debt reduction and optimized CAPEX for expansion further strengthen the balance sheet for future growth.
