Scoda Tubes
Q2 FY27 revenue was flat at +2.5% YoY, and EBITDA margin fell 479 bps to 10.6% on power, fuel and competition. Management reiterated 20-25% FY27 growth guidance without margin numbers, and H2 depends on welded capacity…
ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Scoda Tubes earnings call we streamed: the live audio and our summary of what management said.
Q2 FY27 revenue was flat at +2.5% YoY, and EBITDA margin fell 479 bps to 10.6% on power, fuel and competition. Management reiterated 20-25% FY27 growth guidance without margin numbers, and H2 depends on welded capacity…
Q2 FY27 revenue was flat at +2.5% YoY, and EBITDA margin fell 479 bps to 10.6% on power, fuel and competition. Management reiterated 20-25% FY27 growth guidance without margin numbers, and H2 depends on welded capacity not yet commissioned.
FY27 revenue guided at 20-25%, implying ~30-35% H2 growth (analyst math). No margin guidance. Welded trial Q4 FY27; 21,000 MT capacity by H1 FY28.
Scoda Tubes reported FY26 revenue of ₹518.7cr (up 7%) and PAT of ₹38.8cr (up 22%). Management is pivoting from seamless-only to a diversified seamless and welded stainless steel tubes player.
Scoda Tubes delivered 7% revenue growth in FY26 despite a plant shutdown; management pivot to higher-margin welded pipes is the key strategic shift.
Scoda Tubes reports FY26 revenue of ₹518.7 cr (+7% YoY) and PAT of ₹38.8 cr (+22.4% YoY). Strategy focuses on massive capacity expansion and geographic diversification.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.