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Earnings Call

Scoda Tubes Earnings Call: Key Takeaways

Scoda Tubes delivered 7% revenue growth in FY26 despite a plant shutdown; management pivot to higher-margin welded pipes is the key strategic shift.

Why this was an Alfa AlertNot a filter event. FY26 growth was moderate (7%) and FY27 guidance of 25% is below the 50% threshold.
Highlights
Revenue growthFY26 revenue up 7% to ₹518.7cr despite operational disruptions.
MarginsEBITDA margins at 14.7%; solar projects expected to save ₹8.6cr annually.
Order bookCurrent order book stands at ₹175cr for 3-4 months execution.
Demand visibilityStrong outlook in data centers, water treatment, and power sectors.
Management confidenceBalanced, though slightly defensive regarding recent gas-led margin compression.

Growth

PAT grew 22% YoY. Growth is transition-led, moving from seamless-only to a diversified stainless steel tube player.

Outlook

FY27 revenue growth guided at 25% with 14-15% EBITDA margins. Capex of ₹100cr planned.

Risks

Raw material price volatility from geopolitical issues and rising gas prices impacting operational efficiency.

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
₹105.52
Market cap
₹632.2 Cr
Revenue (annual)
₹518.6 Cr
Net profit (annual)
₹38.84 Cr
P/E (TTM)
22.7×Sector 17.1×
Promoter holding
66.43%+0.00% QoQ
FII holding
8.57%Current quarter

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

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