Raw material cost inflation
Mid-to-high teens sequential increase in Q1 FY27, with potential for further rise in Q2.
high · management_commentaryApollo Tyres Limited — Q4 FY26
Apollo Tyres reported a strong Q4 FY26 with consolidated revenue of INR 7,340 crore, up 14% YoY, and EBITDA margin of 14.6% (+160bps YoY).
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
Demand slowdown from price hikes and macro headwinds
Analyst raised concern that repeated price increases and diesel price hikes could impact fleet operator profitability and demand.
medium · analyst_questionEurope margin recovery delayed
Despite Enschede closure, sluggish market conditions and high energy costs may delay margin improvement beyond H2 FY27.
medium · data_observationCompetitive pricing pressure in Europe
Management noted Europe is a price follower; if competitors delay hikes, Apollo may struggle to pass on costs.
medium · management_commentary