APAR Industries (APARINDS) Corporate presentation summary

Market leadership and business overview

• Holds top position in India's conductor sales and is the largest private sector specialty oil manufacturer by capacity as of March 2026.

• Among the leading global manufacturers and exporters of aluminium and alloy conductors and cables.

• Major supplier for renewables, T&D, mobility, telecom, infrastructure, data centres, and defence sectors.

• Operates a $2.4 billion manufacturing platform with 11 state-of-the-art facilities and a workforce of ~2,200.

• Corporate presence in six countries, with nearly 30% of FY26 revenue from exports.

Segmental performance and financial highlights

• FY26 revenue reached ₹22,902 crore, with significant growth from FY24's ₹16,153 crore.

• Conductors segment generated ₹12,712 crore in FY26, with 45.82% revenue from premium products.

• Specialty oils segment posted ₹5,373 crore in FY26, with 42% of transformer oil volumes exported.

• Cables segment achieved ₹6,220 crore in FY26, expanding presence in 20 states and strong export mix.

• EBITDA for FY26 was ₹2,068 crore, with ROE at 19.74% and ROCE at 24.46%.

Growth drivers and industry trends

• Growth propelled by renewable buildout, transmission expansion, infrastructure, data centres, and public transportation.

• Limited right of way is increasing demand for HTLS conductors, with reconductoring offering faster, cost-effective capacity upgrades.

• Global trends include 2.3x growth in data centre capacity, 2x growth in renewable energy, and 1.7x increase in electricity network investment by 2026.

• Electricity's share in global energy consumption projected to rise to 29–55% by 2050, driven by decarbonization.

• Renewable power capacity additions expected to nearly double between 2025–2030 compared to the previous five years.