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Earnings Call

Sambhv Steel Tubes Earnings Call: Key Takeaways

Sambhv Steel Tubes reported record FY26 results with Revenue at ₹24,132 Mn and PAT of ₹1,433 Mn. Strategy focuses on backward integration and aggressive capacity expansion from 0.62 to 2.03 MMTPA.

Why this was an Alfa AlertNot a filter event. While the company reported record-high performance, there was no specific prior guided range provided to measure a material beat against.
Highlights
Revenue growth60% YoY for FY26; 38% YoY for Q4FY26.
MarginsOperating EBITDA margin expanded from 10.23% (FY25) to 11.45% (FY26).
Demand visibilityPositive; leveraging growing demand for quality ERW steel pipes.
Management confidenceHigh; citing landmark performance and clear Vision 2030 roadmap.

Growth

FY26 Revenue grew 60% YoY; EBITDA grew 79% YoY; PAT surged 147% YoY. Q4FY26 PAT grew 239% YoY.

Outlook

Vision 2030 targets 2.03 MMTPA capacity. Planned Greenfield expansion at Kesda (₹8,100 Mn) and 55 MW total power capacity.

Risks

Exposed to fiscal policy changes, competition, inflationary pressures, and demand/supply fluctuations in domestic and international steel markets.

Source

Earnings Call filed with BSE, NSE: SAMBHV. Summary written with AI assistance from the document.

Read the document ↗

Sambhv Steel Tubes Ltd: key numbers

Share price
₹159.12
Market cap
₹4,689 Cr
Revenue (annual)
₹2,413 Cr
Net profit (annual)
₹142.2 Cr
P/E (TTM)
28.4×Sector 19.0×
Promoter holding
56.11%-0.04% QoQ
FII holding
1.53%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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