Scoda Tubes Limited Q2 FY26 earnings call summary

Earnings call of 14 Nov 2025, summarised by AI from the filing.

Scoda Tubes targets 20% revenue growth in FY26 and 15-16% EBITDA margin in H2, with seamless capacity expanded to 17,000 metric tons per annum.

Key takeaways

1. Capacity Seamless capacity increased to 17,000 metric tons per annum; welded plant targeted for Q1 FY27.
2. Acquisition Acquired Arvind sp. z o.o. to strengthen European presence and access new sectors.
3. Risk Oil and gas capex slow; BHEL and NTPC tenders delayed by two to three months.

Original filing on BSE

Scoda Tubes Limited Q1 FY27 results

As filed: Revenue ₹124 cr (+28% year on year), EBITDA ₹16.0 cr (+14% year on year), PAT ₹5.3 cr (−25% year on year), EBITDA margin 12.9% (−158 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 ₹124 cr (0% year on year), EBITDA ₹16.7 cr (−7% year on year), PAT ₹6.3 cr (−10% year on year), EBITDA margin 13.5% (−99 bps). Score 17 of 100, Below trend. EBITDA margin fell 99 bps year on year. Other income 47% of PBT. Not enough history for a trend yet: scored on growth alone. Revenue fell 19% from last quarter. Share price after the results: +4.1% in 30 days (Nifty 500: +0.9%).
• Q3 FY26: Revenue ₹152 cr, EBITDA ₹23.0 cr, PAT ₹11.5 cr, EBITDA margin 15.1%. Not scored. No result for the same quarter last year. Share price after the results: +9.8% in 28 days (Nifty 500: +0.4%).
• Q2 FY26: Revenue ₹145 cr, EBITDA ₹23.0 cr, PAT ₹14.0 cr, EBITDA margin 15.9%. Not scored. No result for the same quarter last year. Share price after the results: −11.4% in 29 days (Nifty 500: −0.4%).
• Q1 FY26: Revenue ₹97.0 cr, EBITDA ₹14.0 cr, PAT ₹7.0 cr, EBITDA margin 14.4%. Not scored. No result for the same quarter last year. Share price after the results: −6.6% in 30 days (Nifty 500: +1.9%).
• Q4 FY25: Revenue ₹124 cr, EBITDA ₹18.0 cr, PAT ₹7.0 cr, EBITDA margin 14.5%. Not scored. No result for the same quarter last year. Share price after the results: −2.0% in 30 days (Nifty 500: +0.8%).

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

Scoda Tubes Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Results deck (13 Aug 2026)
• Q4 FY26: Earnings call (28 May 2026), Results deck (27 May 2026)
• Q3 FY26: Results deck (31 Jan 2026)
• Q2 FY26: Earnings call (14 Nov 2025), Results deck (13 Nov 2025)
• Q1 FY26: Results deck (12 Aug 2025)
• Q4 FY25: Earnings call (25 Jun 2025), Results deck (24 Jun 2025)