Apcotex Industries (APCOTEXIND) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
24 Feb, 2026Executive summary
Leading producer of synthetic rubber and latex in India, with a broad emulsion polymer portfolio and a market cap of INR 19,382.24 Mn as of Dec 2025.
Major clients span paper, carpet, construction, automotive, and footwear sectors.
FY25 revenue reached INR 13,924 Mn, EBITDA INR 1,247 Mn, and PAT INR 541 Mn.
Company overview
Originated as a division of Asian Paints in 1980, spun off in 1991, and now led by Abhiraj Choksey.
Global presence with business across all continents and over 550 employees.
Recognized in Forbes Asia's Best Under A Billion 2023.
Business overview
Manufactures synthetic latex and rubber at Taloja (Maharashtra) and Valia (Gujarat) facilities.
Only Indian manufacturer of NBR, HSR, and Nitrile Latex, with high entry barriers due to proprietary technology.
Serves marquee clients like ITC, Asian Paints, MRF, Paragon Footwear, and Parker Hannifin.
Latest events from Apcotex Industries
- Q1 FY27 saw record revenue and profit, with EBITDA margin surging to 22.3%.APCOTEXIND
Q1 26/27 - FY26 net profit surged 87.5% on record sales, margin gains, and strong cash flow.APCOTEXIND
Q4 25/26 - Q3 FY26 profit surged 91% YoY on margin gains, record sales, and lower debt.APCOTEXIND
Q3 25/26 - Strong profit growth, record volumes, and major capacity expansion amid market uncertainties.APCOTEXIND
Q2 25/26 - Q1 FY26 delivered record sales, export growth, and higher margins, with a new CFO appointed.APCOTEXIND
Q1 25/26 - Record revenue and export growth in H1 FY25, but margin pressures reduced profitability.APCOTEXIND
Q2 24/25 - Q1 FY25 delivered record revenue, profit, and export growth, with volumes up 14% YoY.APCOTEXIND
Q1 24/25 - FY25 revenue rose 24% YoY, with strong exports, stable profit, and a Rs. 4.50 dividend.APCOTEXIND
Q4 24/25 - Record revenue and export growth, margin pressure, interim dividend, and board strengthened.APCOTEXIND
Q3 24/25