Industry Revenues:

• Construction: approx. 50%
• Infrastructure: approx. 30%
• Automotive Industry: approx. 10%
• Other: approx. 10%

TOP 3 Markets:

• India: approx. 70%
• Middle East: approx. 15%
• Southeast Asia: approx. 10%

APL Apollo Tubes Limited generates the majority of its revenues from the construction industry, as their products, especially steel pipes, are in high demand in this sector. The infrastructure sector also significantly contributes to the income, as the expansion of transportation and energy infrastructure in India and other markets progresses.

India remains the largest market for the company, driven by the high demand for construction and infrastructure projects. The Middle East and Southeast Asia are also important markets, as extensive construction and infrastructure projects are also being carried out there.

Production sites of APL Apollo Tubes Limited:

APL Apollo Tubes Limited operates several production facilities in India. The main locations are:

1. Sikandrabad, Uttar Pradesh
2. Bangalore, Karnataka
3. Murbad, Maharashtra
4. Raipur, Chhattisgarh
5. Hosur, Tamil Nadu

These strategically located production sites enable the company to efficiently distribute its products throughout India while minimizing transportation costs. The geographical distribution of the plants also supports a quick response to regional market demands.

Revenue Growth: 18% (estimated for 2025)
Capacity Expansion: 20% increase in production capacity (2025)
Investments in Technology: $50 million in automation and digitalization (2024-2025)

APL Apollo Tubes Limited is pursuing a growth strategy that heavily focuses on capacity expansion and technological innovation. The company plans to increase its production capacity by 20% to meet the growing demand and secure its market share.

In addition, APL Apollo Tubes is investing $50 million in the automation and digitalization of its production processes. These investments aim to increase efficiency and reduce production costs, leading to an improvement in profit margins.

Another focus is on diversifying the product portfolio to tap into new markets and reduce dependence on individual product segments. This strategy is supported by targeted marketing initiatives and the expansion of the distribution network.

Main raw material: Steel

APL Apollo Tubes Limited mainly imports steel, which serves as a raw material for the production of their products.

Countries of origin:

• China
• Japan
• South Korea

These countries are known for their extensive steel production and offer competitive prices, making them preferred suppliers for APL Apollo Tubes. Importing steel from these countries enables the company to source high-quality raw materials required for the production of pipes and other steel products.

Market share in India: 50% (2024)
EBITDA margin: 11.5% (2024)
ROE (Return on Equity): 20% (2024)

APL Apollo Tubes Limited has a significant competitive advantage in the Indian steel tube industry, reflected in a market share of approximately 50%. This demonstrates the company's strong market position and its ability to outperform competitors.

The EBITDA margin of 11.5% indicates that the company operates efficiently and is able to control its cost structure, leading to healthy profitability. An ROE of 20% shows that the company is able to effectively utilize invested capital to achieve high returns.

In addition, APL Apollo benefits from a wide range of products and a strong distribution network, enabling the company to quickly respond to market changes and further expand its market leadership.

Institutional Investor Share: Approximately 35% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

APL Apollo Tubes Limited has traditionally maintained a stable institutional investor share, which has ranged around 30-40% in recent years. These investors appreciate the company's market position and growth potential.

Regarding insider transactions, there were no significant buys or sells in the last year, indicating management's confidence in the current company strategy and future development. This can be seen as a positive signal for investors, as it suggests a stable internal assessment of the company's situation.

Market share of APL Apollo Tubes Limited: 50% (estimated, 2025)

Top competitors and their market shares:

1. APL Apollo Tubes Limited: 50%
2. Tata Steel BSL Limited: 15%
3. JSW Steel Limited: 10%
4. Jindal Steel & Power Limited: 8%
5. Maharashtra Seamless Limited: 5%
6. Welspun Corp Limited: 4%
7. Surya Roshni Limited: 3%
8. Ratnamani Metals & Tubes Limited: 3%
9. Other smaller providers: 2%

Moat of APL Apollo Tubes Limited:

APL Apollo Tubes Limited has a significant moat, mainly attributed to its extensive product range, strong brand recognition, and efficient production capacities. The company has heavily invested in technology and innovation in recent years, leading to improved product quality and cost efficiency.

Compared to its competitors, APL Apollo benefits from a well-established distribution network and strong customer loyalty. These factors enable the company to maintain a larger market share and solidify its position as a market leader.

While some competitors like Tata Steel BSL and JSW Steel also have strong production capacities and brand recognition, APL Apollo holds a slight advantage through its focus on innovation and customer satisfaction. However, competition remains intense, and competitors are also investing in technologies and capacity expansions to strengthen their market position.

Revenue Growth: 18% (2024) EBITDA Margin: 12% (2024) Market Share in the Steel Pipe Sector: 50% (2024)

APL Apollo Tubes Limited recorded an impressive revenue growth of 18% in 2024, attributed to strong demand for its products and effective market penetration. The EBITDA margin of 12% indicates that the company operates efficiently and manages its costs well.

With a 50% market share in the steel pipe sector, APL Apollo Tubes Limited is clearly the market leader. This position allows the company to benefit from economies of scale and strengthen its bargaining power with suppliers and customers.

Additionally, the company continues to invest in research and development as well as expanding its production capacities, indicating a long-term growth strategy. These factors suggest that APL Apollo Tubes Limited could be a promising investment for investors interested in a stable and growing company.

Dividend Yield: 1.5% (estimated for 2025)
Dividend History: Regular payouts over the last 5 years

APL Apollo Tubes Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently estimated at 1.5% for the year 2025, based on the latest available financial reports and payouts.

The company has a solid dividend history, indicating a reliable payout policy. Dividends have been paid consistently over the past five years, strengthening investors' confidence in the financial stability and earning power of the company. Analysts expect APL Apollo Tubes to maintain its dividend policy unless significant negative market changes occur.