| Revenue growth | 27.6% y-o-y growth in Q1 FY27. |
|---|---|
| Margins | Gross Margin improved to 32%; EBITDA Margin compressed to 12.9%. |
| Order book | Healthy order pipeline mentioned by Chairman. |
| Demand visibility | Healthy order pipeline and advance order booking cycle of 3-4 months. |
| Management confidence | Confident in improving operational performance and achieving FY27 guidance. |
Growth
Revenue rose 27.6% y-o-y to INR 124.3 Cr; EBITDA grew 12.6% to INR 16.0 Cr; PAT declined 25.9% to INR 5.3 Cr.
Outlook
Commissioning welded segment expansion in H2 FY27; total seamless capacity increased to 20,000 MTPA. Management committed to FY27 guidance.
Risks
Geopolitical volatility, high freight costs, raw material price fluctuations, temporary gas supply disruption, and challenging manpower availability.
Last quarter's promises, checked
Delivered
- Seamless capacity expansion → increased to 20,000 MTPA (= BEAT)
- Revenue growth target for FY26 → achieved 7% growth to INR 518.7 Cr (= BEAT)
Partly delivered
- Inventory days reduction → 217 days vs 160 goal (= PARTIAL)
- Export revenue mix → 34.6% FY26 vs 40% target (= PARTIAL)
Missed
- EBITDA margin guidance → 14.7% delivered vs 16.1% previous year (= MISS)
- High diameter welded pipe capex timeline → Q3 FY27 delay to H2 FY27 (= MISS)
Investor Presentation filed with BSE, NSE: SCODATUBES. Summary written with AI assistance from 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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