[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Investor Feed [@_Investor_Feed_](/creator/twitter/_Investor_Feed_) on x 6182 followers Created: 2025-07-26 05:23:27 UTC APL Apollo Tubes Sets Ambitious 7M Ton Target & Revises FY'26 Guidance 📊🔧 | MCap XXXXXXXXX Cr - Targeting 7M tons capacity in 2-3 years via new plants in Eastern India (500K tons), Dubai (200K tons), South India (400K tons), and Bhuj (exports). - New product lines: 500K tons coated capacity, 100K tons heavy structural tubes, and 300K-400K tons specialty tubes. - Revised FY'26 volume growth guidance to 10%-15% (from 15%-20%) due to weak H1; H2 expected to improve post-monsoon and government spending. - EBITDA spread target for FY'26: Rs. 4,600-5,000/ton (vs. <Rs. 4,000/ton in FY'25). - XX% renewable energy usage in plants; target 80%-85% in 2-3 years to cut power costs (currently XXX% of product value). - Net cash position; working capital days in single digits. Plans to allocate XX% cash flow each to CAPEX, shareholder rewards (dividend/buyback), and liability reduction. - Divested Shankara stake (4.5% in FY'25, balance in Q1 FY'26) after achieving sales growth target. - General segment EBITDA spreads rose to ~Rs. 2,800/ton (from <Rs. 2,000/ton) due to de-commoditization; exports from Dubai contribute Rs. 4,000-5,000/ton. - Strong demand expected from infrastructure (railways, aviation), solar, and private sectors (warehousing, data centers). - Current capacity utilization: Dubai (~60%), Raipur (<60%). - ROCE focus: Inventory turnover 15x/year; exploring cash discounts from suppliers to offset reduced creditor days. Complete Source: Disc: Information provided in this tweet can be inaccurate, verify through the source before making any investment decision. Preview 👇 (First X out of XX pages)  XXX engagements  **Related Topics** [dubai](/topic/dubai) [india](/topic/india) [apl apollo](/topic/apl-apollo) [investment](/topic/investment) [Post Link](https://x.com/_Investor_Feed_/status/1948977442795802799)
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Investor Feed @Investor_Feed on x 6182 followers
Created: 2025-07-26 05:23:27 UTC
APL Apollo Tubes Sets Ambitious 7M Ton Target & Revises FY'26 Guidance 📊🔧 | MCap XXXXXXXXX Cr
- Targeting 7M tons capacity in 2-3 years via new plants in Eastern India (500K tons), Dubai (200K tons), South India (400K tons), and Bhuj (exports).
- New product lines: 500K tons coated capacity, 100K tons heavy structural tubes, and 300K-400K tons specialty tubes.
- Revised FY'26 volume growth guidance to 10%-15% (from 15%-20%) due to weak H1; H2 expected to improve post-monsoon and government spending.
- EBITDA spread target for FY'26: Rs. 4,600-5,000/ton (vs. <Rs. 4,000/ton in FY'25).
- XX% renewable energy usage in plants; target 80%-85% in 2-3 years to cut power costs (currently XXX% of product value).
- Net cash position; working capital days in single digits. Plans to allocate XX% cash flow each to CAPEX, shareholder rewards (dividend/buyback), and liability reduction.
- Divested Shankara stake (4.5% in FY'25, balance in Q1 FY'26) after achieving sales growth target.
- General segment EBITDA spreads rose to ~Rs. 2,800/ton (from <Rs. 2,000/ton) due to de-commoditization; exports from Dubai contribute Rs. 4,000-5,000/ton.
- Strong demand expected from infrastructure (railways, aviation), solar, and private sectors (warehousing, data centers).
- Current capacity utilization: Dubai (~60%), Raipur (<60%).
- ROCE focus: Inventory turnover 15x/year; exploring cash discounts from suppliers to offset reduced creditor days.
Complete Source:
Disc: Information provided in this tweet can be inaccurate, verify through the source before making any investment decision.
Preview 👇 (First X out of XX pages)
XXX engagements
Related Topics dubai india apl apollo investment