Apcotex Q2 FY27 Call Set After Strong Q1 Growth

Earnings Call Is Scheduled for October 29

Apcotex Industries Ltd has scheduled an earnings conference call for October 29, 2026, at 12:00 pm IST. The call will cover the company’s financial results for the second quarter and first half of FY27, for the period ended September 30, 2026. Management representatives named for the call are Abhiraj Choksey, Vice Chairman and Managing Director, and Vivek Thakur, Chief Financial Officer. The company has provided dial-in and virtual meeting access for investors. The event follows the board meeting scheduled for October 28 to consider and approve audited financial results for the quarter and half year.

Board Meeting Precedes Investor Discussion

Apcotex disclosed on October 21 that its board would meet on October 28, 2026, to consider the audited Q2 and H1 FY27 financial results. The trading window for designated persons has been closed from October 1, according to the supplied filing details. The investor call on the following day is intended to give shareholders and market participants direct access to management commentary on the reported numbers. The provided information does not state the Q2 FY27 financial outcome ahead of the call. As a result, the announced event should be distinguished from the company’s previously reported June-quarter performance.

Q1 FY27 Revenue Reached ₹525.63 Crore

For Q1 FY27 ended June 2026, Apcotex reported revenue of ₹525.63 crore, also described as approximately ₹526 crore. This represented year-on-year revenue growth of 39.9%, or about 40%, in the supplied disclosures. Standalone net sales rose 32.21% sequentially from ₹397.58 crore in March 2026. The company’s trailing twelve-month revenue was stated at ₹1,591 crore. All revenue figures are presented in crore rupees for consistency.

Profitability Improved Sharply in June Quarter

Apcotex reported Q1 FY27 standalone net profit of ₹78.94 crore, compared with ₹34.74 crore in the preceding quarter. That represents quarter-on-quarter growth of 127.23%. The company also described profit after tax growth of 311% to 312% year-on-year. EBITDA was reported at ₹117 crore, up 203% year-on-year, while standalone operating profit before depreciation, interest and tax, excluding other income, was ₹117.10 crore. Interest expense was ₹2.15 crore, lower than ₹2.39 crore in the March quarter.

Pricing and Domestic Operations Supported Results

Management attributed the Q1 performance to improved price realisations and resilient domestic operations. The supplied information also noted export-volume declines of 10% to 12% during the period. Despite this export weakness, the company indicated that average margins of 15% to 16% were sustainable. These comments will provide important context when management discusses the September-quarter results. Investors may seek updates on whether domestic demand, pricing and export trends remained similar through the first half.

Capital Expenditure Plan Was Revised

Apcotex has revised its capital expenditure plan to ₹130 crore to ₹135 crore from an earlier ₹220 crore. The planned spending is focused on debottlenecking nitrile butadiene rubber, or NBR, and synthetic latex capacity. The first phase of these additions was expected by Q1 of the following year, based on the information provided. A separate historical reference cited a ₹210 crore expansion plan at Valia, Gujarat, including synthetic latex and nitrile rubber capacity additions. The current call may clarify the status of the revised programme and its timeline.

Key Financial Snapshot

Conflicting Figures Need Careful Reading

The supplied material contains references to a net profit of ₹3.56 crore, down 48.03% quarter-on-quarter and 41.64% or 33.21% year-on-year. However, those figures appear alongside a section labelled Q2 FY16-17 and do not match the separately reported Q1 FY27 results. They should therefore not be treated as Apcotex’s announced Q2 FY27 performance. The confirmed FY27 June-quarter figures in the provided material are revenue of ₹525.63 crore and net profit of ₹78.94 crore. The October 29 call is scheduled to address the September 2026 quarter and H1 FY27 results after board approval.

What Investors Can Track on the Call

The discussion is likely to be relevant for investors tracking revenue growth, EBITDA, net profit, export volumes, domestic operations and capital expenditure execution. The Q1 results established a strong base, with revenue growth accompanied by a substantial increase in operating profit and net profit. At the same time, the decline in export volumes and the lower capex plan remain important operating considerations. The company has not provided Q2 numbers in the material supplied before the scheduled board meeting. Investors can use the October 29 management discussion to assess the approved Q2 and first-half disclosures and management’s stated outlook.

Conclusion

Apcotex Industries’ Q2 and H1 FY27 earnings call is scheduled for October 29, one day after the board considers the audited September-quarter results. The call follows a June quarter in which the company reported ₹525.63 crore in revenue and ₹78.94 crore in net profit. Management’s comments on margins, exports and the revised capacity-expansion plan will be key points for shareholders after the results are approved.