Sambhv Steel Tubes Limited Q2 FY26 earnings call summary

Earnings call of 10 Nov 2025, summarised by AI from the filing.

Sambhv Steel Tubes Q2 FY26 revenue ₹580 cr, EBITDA ₹60 cr, PAT ₹30 cr; FY26 EBITDA per ton guidance lowered to ₹7,000.

Key takeaways

1. Q2 results Revenue ₹580 cr, EBITDA ₹60 cr, PAT ₹30 cr, up 83%, 168% and 446% year-on-year.
2. Guidance FY26 EBITDA per ton guided at ₹7,000, lowered from earlier ₹8,000.
3. Change Financial cost dropped 46% quarter-on-quarter due to repayment of long-term borrowing.
4. Driver Value-added product sales volume at 1.7 lakh tons per annum, higher by 59%.
5. Risk Rainy season moisture in iron ore and coal reduced recovery margins.

Original filing on BSE

Sambhv Steel Tubes Limited Q1 FY27 results

As filed: Revenue ₹732 cr (+31% year on year), EBITDA ₹95.2 cr (+30% year on year), PAT ₹56.5 cr (+66% year on year), EBITDA margin 13.0% (−6 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹685 cr (+38% year on year), EBITDA ₹92.3 cr (+92% year on year), PAT ₹53.3 cr (+214% year on year), EBITDA margin 13.5% (+376 bps). Score 96 of 100, Above trend. EBITDA margin rose 376 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −17.7% in 30 days (Nifty 500: −4.1%).
• Q3 FY26: Revenue ₹589 cr, EBITDA ₹51.1 cr, PAT ₹24.1 cr, EBITDA margin 8.7%. Not scored. No result for the same quarter last year. Share price after the results: +11.8% in 30 days (Nifty 500: −1.1%).
• Q2 FY26: Revenue ₹580 cr, EBITDA ₹60.0 cr, PAT ₹30.0 cr, EBITDA margin 10.3%. Not scored. No result for the same quarter last year. Share price after the results: −24.8% in 30 days (Nifty 500: 0.0%).
• Q1 FY26: Revenue ₹559 cr, EBITDA ₹72.0 cr, PAT ₹33.0 cr, EBITDA margin 12.9%. Not scored. No result for the same quarter last year. Share price after the results: −3.8% in 30 days (Nifty 500: −2.5%).
• Q4 FY25: Revenue ₹495 cr, EBITDA ₹48.0 cr, PAT ₹16.0 cr, EBITDA margin 9.7%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

Sambhv Steel Tubes Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (4 Aug 2026), Results deck (3 Aug 2026)
• Q4 FY26: Earnings call (11 May 2026), Results deck (10 May 2026)
• Q3 FY26: Earnings call (2 Feb 2026), Results deck (31 Jan 2026)
• Q2 FY26: Earnings call (10 Nov 2025), Results deck (9 Nov 2025)
• Q1 FY26: Earnings call (25 Jul 2025), Results deck (24 Jul 2025)