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Earnings Call

Scoda Tubes Earnings Call: Key Takeaways

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.

Why this was an Alfa AlertNot a filter event. Results are steady growth but no stated guidance beat >10%.
Highlights
Revenue growth7% YoY for FY26; 19% 3-year CAGR.
MarginsGross margin improved to 31.9%; EBITDA margin slightly down at 14.7%.
Demand visibilityStrong export momentum (+39% YoY); catering to 349 global clients.
Management confidenceHigh; expanding production capacity by ~2x for FY27.

Growth

FY26 revenue up 7.0%, Gross Profit up 11.4%. 3-year Revenue CAGR at 19%, PAT CAGR at 55%.

Outlook

Projecting FY27 expansion to 41,218 MTPA (from 21,088). Added 20,000 MTPA mother hollow capacity for backward integration.

Risks

Cash conversion cycle lengthened to 211 days; domestic revenue declined 4.7% in FY26.

Source

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

Read the document ↗

Scoda Tubes Ltd: key numbers

Share price
₹136.61
Market cap
₹818.4 Cr
Revenue (annual)
₹518.6 Cr
Net profit (annual)
₹38.84 Cr
P/E (TTM)
22.1×Sector 19.0×
Promoter holding
66.43%+0.00% QoQ
FII holding
8.39%Current quarter

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

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Execution
12 months