Company Overview
Apollo Tyres ek Indian multinational tyre maker hai, jo 1972 me start hua tha. Iski headquarters Gurugram, Haryana me hai. Company ke plants India ke saath Netherlands aur Hungary me bhi hain.
- Revenue Mix: 69% India, 26% Europe, 5% other markets.
- Tyres banata hai cars, commercial vehicles, agricultural machines, aur racing ke liye. Renowned Global brand hai.
Q1 FY26 (April–June 2025) Results
- Revenue: ₹6,561 crore — 4% growth YoY (₹6,335 crore last year)
- Operating Profit: ₹868 crore (thoda down from ₹909 crore)
- Net Profit (excluding restructuring cost): ₹381 crore (up from ₹302 crore)
- Actual PAT including exceptional item: ₹12.9 crore — restructuring cost of ~₹368 crore in Netherlands plant
Bottom Line: Sales thoda bade, lekin restructuring cost ki wajah se real profit bahut kam hua hai. Agar restructuring cost ignore karen toh profit improve hai.
Recent News / Updates
- Company ne bataya ki unke Netherlands plant ko band karne ke liye ₹368 crore ka restructuring cost laga hai.
- Europe aur India dono markets me aftermarket (replacement tyre) segment strong raha, especially India me.
Peer Comparison – Apollo Tyres vs MRF & CEAT
MLF (MRF), CEAT, aur Apollo Tyres India ke tyre sector ke top players hain.
- MRF: India ka largest tyre maker, brand value bahut strong.
- CEAT: Wide portfolio aur aggressive exports, pure Indian + global mix hai.
- Apollo Tyres: Balanced India-Europe mix, aftermarket segment pe good growth, restructuring se short-term hit par long-term efficient structure banega.
Aam bhasha me: MRF stable aur premium, CEAT broad reach, Apollo mix of growth and global exposure.
Risk Factors
- Restructuring Cost: Netherlands plant band karna short-term me profit ko bahut hi jyada impact kar gaya.
- Raw Material Prices: Rubber & fuel costs upar gaye toh margin squeeze ho sakti hai.
- Macroeconomic Factors: Europe me demand slowdown ya economic uncertainty se export pe effect ho sakta hai.
- Competition: CEAT aur MRF jaise competitors aggressive hain, space cut-throat ho sakta hai.
Investor Ke Liye Samajhane Layak Insight
- Short Term: Restructuring cost ke chalte profit dheela dikhega. Stock volatile ho sakta hai.
- Medium Term: Agar restructuring impact chhoot gaya aur demand improve hua, toh profits wapas aayenge.
- Long Term: Efficient global footprint + strong aftermarket business + competitive premium segment exposure makes it promising.
FAQ
Q. Apollo Tyres ka main business kya hai?
Automotive, commercial, agricultural tyres manufacturing + exports to Europe.
Q. Q1 FY26 me kya hua?
- Sales 4% grow hui par restructuring cost ke wajah se net profit ground par chala gaya — ₹13 crore roughly.
Q. Who are main competitors?
- MRF (premium, largest), CEAT (broad range aur exports), Apollo Tyres (balanced presence + growth).
Conclusion
Apollo Tyres ek established aur trusted tyre brand hai jiska global presence hai. Q1 results short-term pain dikhate hain, par restructuring se jaldi exit milega toh long-term growth visible hoga. Mid-Term-buyers aur long-term investors ke liye wait karne layak stock ho sakta hai.
Disclaimer
Yeh post sirf informational purpose ke liye hai. Investment decisions apne financial advisor se baat kar ke karein. Stock market me risk involve hota hai.