Sambhv Steel Tubes Q2FY26 Earnings Call Transcript
Sambhv Steel Tubes released the transcript of its Q2FY26 earnings call. The company reported strong half-yearly performance and is undertaking capacity expansion. EBITDA margin is expected to be around 13% for the coming quarter.
The expansion plans and strong financial results suggest a medium level of impact on the company's future prospects.
The announcement discusses strong financial performance and future expansion plans, indicating a positive outlook for the company.
* Transcript of the conference call held on November 10, 2025, to discuss the unaudited financial results for the quarter and half year ended September 30, 2025, has been released. * Vikas Kumar Goyal, MD and CEO, mentioned that Sambhv delivered its strongest ever half-yearly performance with total sales volume, revenue, EBITDA, and PAT growing by 51%, 76%, 94%, and 109% respectively. * The company is establishing a greenfield project at Kesda and a brownfield project at Kuthrel with a total finished product capacity of 1.2 million tons per annum, with Phase-1 targeted to be commissioned by Q4 '27. * In Phase-1, the company is planning for 3,60,000 tons per annum of stainless-steel coil with backward integration for which around ₹810 crore will be invested. * Revenue rose to ₹1,139 crore, marking a growth of 76%. * EBITDA increased by 94% to ₹133 crore and EBITDA margin stood at 11.7%. * PAT increased by 109% to ₹63 crore and PAT margin stood at 5.6%. * Revenue EBITDA and PAT increased to ₹580 crore, ₹60 crore and ₹30 crore, up by 83%, 168% and 446% year-on-year respectively for Q2 results. * Bikash Agarwal mentioned that the company believes 13% is the range upon which they will be operating in terms of EBITDA margin for the coming quarter. * CAPEX is estimated to be around ₹935 crore. The company believes it requires a debt of around ₹600 crore, and the balance will be done through internal accruals. * The revenue potential out of the new capex will be around ₹2,400 crore to ₹2,800 crore depending on the market price at that point of time.
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Sambhv Steel Tubes Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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See the model portfoliosA plain-language summary of a public exchange filing by Sambhv Steel Tubes Limited. Read the original for the full detail.