Apcotex Industries Ltd · NSE:APCOTEXIND
Apcotex Industries — Investor Presentation (June 2026)
27 slides from Apcotex Industries's investor presentation, Jun 1, 2026
Slide 1: Exchange filing cover letter
1st June 2026 To, To, The Manager - Listing Department, Manager-Department of Corporate Services The National Stock Exchange of India Ltd, BSE Limited Exchange Plaza, 5th floor, Jeejeebhoy Towers, Plot no. C/1, “G” Block, Dalal Street, Fort, Bandra-Kurla Complex, Mumbai - 400 001 Mumbai-400051 Symbo
Slide 2: Investor Presentation June 2026
INVESTOR PRESENTATION JUNE 2026
Slide 3: Index
02 Index Executive Summary 03 Company Overview 05 Business Overview 14 Strategic Overview 18 Financial Overview 20
Slide 4: Executive Summary
01 EXECUTIVE SUMMARY
Slide 5: Executive Summary
04 Executive Summary OVERVIEW Apcotex Industries Ltd (Apcotex) is a leading producer of Synthetic Rubber (Nitrile Rubber, High Styrene Rubber, Nitrile Polyblends and Nitrile Powder) and Synthetic Latex (XSB Latex, VP Latex, Styrene Acrylics and Nitrile Latex) in India. The company has one of the bro
Slide 6: Company Overview
02 COMPANY OVERVIEW
Slide 7: Company Overview
6 Company Overview The company’s Taloja plant was established in 1980 as a division of Operational Revenue (INR Mn) and Asian Paints (India) Ltd. In 1991, the division was spun off as a separate EBITDA Margin (%) company, which was headed by Mr. Atul Choksey, former MD of Asian 16,000 13,924 14,415
Slide 8: Board of Directors
7 Board of Directors MR. ATUL C. CHOKSEY (CHAIRMAN) He is a Chemical Engineer from the Illinois Institute of Technology, Chicago, USA. He joined Asian Paints (India) Limited as Junior Executive in 1973 and was subsequently appointed as Whole- time Director with effect from May 1979. He served as the
Slide 9: Board of Directors
8 Board of Directors MS. PRITI SAVLA (INDEPENDENT DIRECTOR) Ms. Priti Savla is a fellow member of the Institute of Chartered Accountants of India (ICAI) and partner in K P B & Associates. She’s practising since more than 24 years in the areas of strategic planning, business advisory, corporate gover
Slide 10: Board of Directors
9 Board of Directors MR. ABHIRAJ A. CHOKSEY (VICE-CHAIRMAN AND MANAGING DIRECTOR) He graduated from the University of Pennsylvania with degrees in Engineering and Business from Wharton. He worked in strategy consulting and IT in the United States for a few years before joining Apcotex in 2005. He is
Slide 11: Key Milestones
10 Key Milestones 1980 2016 2023 Completed acquisition of New Nitrile Latex capacity of 50,000 MT p.a. Started as a division of Asian Paints. Omnova Solutions India Pvt. (wet) at Valia will be further expanded to Pioneered the manufacturing of Vinyl Ltd. 80,000 MT p.a. (wet) in the next phase. Pyrid
Slide 12: Industry Clients
11 Industry Clients PAPER CARPET ITC Ltd BILT Obeetee Industries Standard JK PAPER NR Group ABC Industries Mac RUBBER TYRE/CORD DIPPER Paragon Footwear Distributors MRF Rajshree Polyfill Lunars Footwear all over SRF (Century Enka) India Valia Plant Josco Madura Kordsa CONSTRUCTION RICE ROLLS Pidilite
Slide 13: R&D and Quality Control
12 R&D and Quality Control The Company has been continuously upgrading their technology through in house research & PRODUCT DEVELOPMENT LAB QUALITY ASSURANCE LAB development efforts to meet the changing needs of customers Currently 38 employees are dedicated for R&D and technical support. DCS PROCESS
Slide 14: Quality Certifications
13 Quality Certifications ISO 14001:2004, Integration of TPM Excellence ISO 9001 OHSAS 18001:2007 Quality, Environment Responsible Award for Valia Certified Certified and OHSAS Systems Care Certified Plant 2000 2006 2009 2011 2012 2013 2015 2018 2022 TPM Journey TPM Excellence TPM Consistency Valia pla
Slide 15: Key Strengths
14 Key Strengths High entry barriers due to proprietary product and process Experienced technology, large Advanced Strategic location Promoters along capex, long sales technological Only of manufacturing with professional lead times and knowhow, in Manufacturer of Marquee list units in India and man
Slide 16: Business Overview
03 BUSINESS OVERVIEW
Slide 17: Process
16 Process VALUE CHAIN Sources of Raw Materials Raw Materials Final Products Paper Carpet Construction Butadiene Natural Gas Synthetic Latex Tyre Cord Gloves Specialty Styrene Nitrile Rubber NBR Polyblend Acrylonitrile Crude Oil Rubber High Styrene Rubber NBR Powder apcotex.com
Slide 18: Synthetic Latex Products
17 Synthetic Latex Products The company caters to a large customer base for synthetic latex across industries and commands high market share across industries like Paper, Carpets, Tyres and Construction. PAPER CARPET CONSTRUCTION SPECIALTY TYRE CORD GLOVES Provides high wet and Soft secondary backin
Slide 19: Synthetic Rubber Products
18 Synthetic Rubber Products Apcotex is the only manufacturer of Nitrile Rubber and High Styrene Rubber in India. It has a high market share in HSR but a low market share in NBR due to capacity constraints. NITRILE RUBBER (NBR) NBR POLYBLEND HIGH STYRENE RUBBER NBR POWDER Low viscosity grade with Co
Slide 20: Strategic Overview
04 STRATEGIC OVERVIEW
Slide 21: Future Strategy
20 Future Strategy The Company’s presence in Apcotex has a strong global This expansion will help us growth industries like Paper, presence, especially in South consolidate our position in Carpet, Construction, Carpet, Tyre and East Asia, Middle East & Construction, Textile, Paper and Rubber provide
Slide 22: Financial Overview
05 FINANCIAL OVERVIEW
Slide 23: Historical Income Statement
22 Historical Income Statement Particulars (INR Mn) FY23 FY24 FY25 FY26 Operational Revenue 10,799 11,246 13,924 14,415 Total Expenses 9,214 10,107 12,676 12,641 EBITDA 1,585 1,139 1,248 1,774 EBITDA Margins 14.68% 10.13% 8.96% 12.31% Depreciation 152 315 416 496 Finance Cost 51 156 173 112 Other In
Slide 24: Balance Sheet
23 Balance Sheet Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 Shareholders Fund 5,217 5,532 6,210 Total Non-Current Assets 4,958 4,905 4,911 Equity Share Capital 104 104 104 Property, Plant and Equipment 3,838 3,842 3,623 Other Equity 5,113 5,428 6,106 Capital Work in prog
Slide 25: Historical Performance Indicators
24 Historical Performance Indicators Operational Revenue (INR Mn) EBITDA (INR Mn) and EBITDA Margin (%) PAT (INR Mn) and PAT Margin (%) 13,924 14,415 1,774 1,585 11,246 1,079 10,799 1,014 1,248 1,139 10.00% 539 541 14.68% 7.03% 12.31% 10.13% 8.96% 4.79% 3.89% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26
Slide 26: Disclaimer
25 Disclaimer Apcotex Industries Ltd Disclaimer: This presentation and the accompanying slides (the “Presentation”), which have been prepared by Apcotex Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation
Slide 27: Investor Relations Representatives
For further details, please feel free to contact our INVESTOR RELATIONS REPRESENTATIVES: Mr. Drigesh Mittal Mr. Anuj Sonpal Apcotex Industries Limited Valorem Advisors CIN: L99999MH1986PLC039199 Tel: +91-22-3507 5100 Email: drigesh.mittal@apcotex.com Email: apcotex@valoremadvisors.com Kit Link: http
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