ALFA Finder| Revenue growth | Standalone: 18% YoY; Engineering: 21% YoY; Mobility: 26% YoY. |
|---|---|
| Margins | Temporary compression due to steel price lag; expecting double-digit EBIT improvement. |
| Order book | Confirmed order book for 4x2 tractor trailers; seeding tipper volumes. |
| Demand visibility | Bullish demand outlook for engineering segment over next 1-2 quarters. |
| Management confidence | High on margin normalization and steel price recovery in coming quarters. |
Growth
Standalone Revenue: Rs.2,366 Cr (+18% YoY). PBT: Rs.213 Cr (-4% YoY). Engineering revenue grew 21%.
Outlook
Planned FY27 Group Capex of Rs.600-700 Cr. Targeted 20% revenue growth for TI Medical business.
Risks
Steel price inflation and fuel/freight costs impacted margins; global cell supply chain bottlenecks noted for EV segment.
Last quarter's promises, checked
Delivered
- Guided 20% TI Medical growth -> delivered 20% (= BEAT)
- Guided Q1 FY27 SCV ramp-up -> delivered highest ever SCV volumes (= BEAT)
- Guided Engineering growth in line with Q4 -> delivered 21% YoY (= BEAT)
Partly delivered
- Guided Rs.300-350Cr standalone capex -> delivered group capex plan Rs.600-700Cr (= PARTIAL)
- Guided Q1 recovery of supply chain issues -> delivered seeding phase for tippers/autos (= PARTIAL)
Missed
- Guided margin protection -> delivered PBT -4% YoY (= MISS)
Investor Presentation filed with NSE, NSE: TIINDIA. Summary written with AI assistance from the document.
Tube Investments of India Ltd: key numbers
- Share price
- ₹2,314.20
- Market cap
- ₹44,796 Cr
- Revenue (annual)
- ₹22,847 Cr
- Net profit (annual)
- ₹636.8 Cr
- P/E (TTM)
- 67.0×Sector 32.5×
- Promoter holding
- 44.10%+0.17% QoQ
- FII holding
- 21.50%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tube Investments of India Ltd
All →Tube Investments of India Investor Presentation: Key Takeaways
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Tube Investments board approved up to Rs.83.00 Crore capex for Avadi cold rolled steel strips capacity enhancement. Completion is expected in FY 2027-28, funded by internal accruals.
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- Execution
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Tube Investments of India Ltd reported revenue from operations of ₹7,330 Cr (+32.7% YoY) and net profit of ₹420.6 Cr (+39.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹420.6 Cr · +39.2% YoY
Tube Investments of India Legal & Regulatory
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- Value
- ₹0.39 Cr
Tube Investments of India Board Meeting Date
Tube Investments scheduled a board meeting on November 5, 2026 to approve unaudited results. The trading window closes until November 7, 2026.
Tube Investments of India Other Announcement
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