Apollo Tyres Limited — Q2 FY26
Apollo Tyres reported a solid Q2 FY26 with consolidated revenue of INR 68.3 billion (+6% YoY) and EBITDA margin of 14.9% (+130 bps YoY), driven by strong India performance and r...
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY25
Q4 replacement demand momentum to continue
Management expects healthy replacement demand momentum in Q4, with signs of further pickup beyond current levels.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY25
Raw material costs flattish in Q4 vs Q3
RM costs expected to be range-bound in Q4, around similar levels as Q3, indicating plateauing.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY25
No price hikes planned in near term
Given market situation, no price increase is planned in the near term; will continue to assess.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1