ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | Q2 revenue +2.5% YoY to ₹148.9 Cr; H1 +12.6% to ₹273.3 Cr. |
|---|---|
| Margins | EBITDA margin 10.6%, down 479 bps YoY; H1 11.6%; no guidance. |
| Order book | Order book ~₹185 Cr, ~4-5 months execution; 40% exports. |
| Demand visibility | Weak; oil and gas slowdown; power sector and BHEL demand cited. |
| Management confidence | Defensive; reiterates 20-25% FY27 guidance despite flat quarter. |
Growth
Q2 revenue ₹148.9 Cr, +2.5% YoY; exports 37%. Q2 EBITDA ≈₹15.8 Cr vs ₹22.3 Cr last year. H1 revenue ₹273.3 Cr, +12.6%.
Outlook
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.
Risks
Margin compression of 479 bps; inventory-led working capital stress; debt rising toward ₹250 Cr; EU duties; oil and gas weakness.
Last quarter's promises, checked
Delivered
- Order book ₹175 Cr, 3-4 mo → ~₹185 Cr, 4-5 mo execution (= BEAT)
Partly delivered
- FY27 revenue +25% → H1 +12.6% (= PARTIAL)
- Export mix 40% → 37% in Q2 (= PARTIAL)
- FY27 capex ~₹100 Cr → ~₹40 Cr in H1 (= PARTIAL)
Missed
- Welded trial start Q2 FY27 → Q4 FY27 trial (= MISS)
- FY27 EBITDA margin 14-15% → H1 11.6%, Q2 10.6% (= MISS)
Earnings Call Transcript filed with BSE, NSE: SCODATUBES. Summary written with AI assistance from the document.
Scoda Tubes Ltd: key numbers
- Share price
- ₹102.34
- Market cap
- ₹613.1 Cr
- Revenue (annual)
- ₹518.6 Cr
- Net profit (annual)
- ₹38.84 Cr
- P/E (TTM)
- 22.0×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.
More from Scoda Tubes Ltd
All →Scoda Tubes Other Announcement
Scoda Tubes filed CRISIL's monitoring agency report on IPO proceeds for the quarter ended September 30, 2026. No deviation from issue objects was reported.
Scoda Tubes Investor Presentation: Key Takeaways
H1 FY27 revenue ₹273.3 cr (+12.6%), PAT ₹10.0 cr (−52.3%), EBITDA margin 11.6% (−343 bps). Q2 revenue +2.6%, PAT ₹4.8 cr (−65.7%). Exports growing; domestic declining.
- Call
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Scoda Tubes Q2 FY27 Results: Net Profit ₹4.8 Cr, Down 65.7% YoY
Scoda Tubes approved unaudited standalone results for Q2 and H1 FY27. Half-year revenue was ₹2,732.93 million and profit for the period ₹100.35 million.
- Key figure
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Scoda Tubes Board Meeting Date
Scoda Tubes Ltd intimated that its Board meeting is scheduled for 06 Nov 2026. The agenda includes approval of unaudited Q1 FY27 standalone results.
Scoda Tubes Other Announcement
The company submitted its Reconciliation of Share Capital Audit Report for the quarter ended September 30, 2026, as required by SEBI regulations.
Scoda Tubes Annual General Meeting
Scoda Tubes Limited conducted its 18th Annual General Meeting on September 26, 2026. The company reviewed financial statements, remuneration, and related party transactions.