Sticky other costs may pressure margins
Other expenses (freight, EPR, advertising) remained elevated; management expects them to persist near current run rate.
medium · management_commentaryApollo Tyres Limited — Q2 FY25
Apollo Tyres reported a challenging Q2 FY25 with consolidated revenue of ₹6,440 crore (+3% YoY) and EBITDA margin of 13.6%, down ~70bps sequentially due to raw material cost inf...
neutral
medium
Financial stats pending filing verification
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Competitive pricing pressure and market share dynamics
Analyst noted margin gap with peers narrowing; management acknowledged focus on profitability may limit volume growth.
medium · analyst_questionOEM demand weakness may persist
OEM segment declined double digits; management sees no near-term recovery.
medium · management_commentary