Competitive intensity limiting price hikes
Management cited competitive intensity as reason for not planning price hikes despite margin pressure.
medium · management_commentaryApollo Tyres Limited — Q3 FY25
Apollo Tyres reported Q3 FY25 consolidated revenue of ₹6,930 crore, up 5% YoY, with EBITDA margin of 13.7% (flat QoQ) despite raw material cost pressures.
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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
Export weakness due to freight cost fluctuations
Exports were flattish due to weak demand in certain markets and high logistics costs, with peers outperforming.
medium · analyst_questionGross margin pressure from high-cost inventory
India gross margin contracted ~300bps QoQ partly due to consumption of high-cost inventory; normalization expected but uncertain.
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