Premium shift (SG Premium, solar, roofing) is the story, but the last print cooled from the previous jump — price already banks the 47.7% CAGR it implies.
Overall read
6.3/10
Priced ahead of it
The three reads · this quarter
Premium shift (SG Premium, solar, roofing) is the story, but the last print cooled from the previous jump — price already banks the 47.7% CAGR it implies.
Overall read
6.3/10
Priced ahead of it
The three reads · this quarter
The standing reads · change less often
Moat
Slim edge
Brand-driven pricing power in a fragmented market, but offset by cyclical commodity exposure and rising competition.
Key variables
4 tracked
lead: Value-added sales mix (%)The value-added mix has remained stable around 58-63% over the past five years, indicating a consistent product strategy but no significant mix shift yet. Management targets 75-80% by FY28, which would be a major step-change in profitability.
Walk the talk
Reliable
APL Apollo is expanding capacity to 8 Mn Ton by FY28, with 2 Mn Ton greenfield and 1 Mn Ton debottlenecking.
Latest · newest first
1w ago · Business Update
Received revised GST demand order under CGST Act from Deputy Commissioner (Appeals), Hosur.
1w ago · Business Update
Received revised GST demand order under TNGST Act for FY 2019-20.
4w ago · Business Update
Company released a press release with material business updates.
01 Jul 2026 · Business Update
Q1FY27 sales volume press release.
4 of 4 guidance items delivered on time
Where it sits