Scoda Tubes Q1 FY27: Revenue up 27.6% to ₹124.3 Cr, PAT dips 25.9% to ₹5.3 Cr
Scoda Tubes reported Q1 FY27 revenue of ₹124.3 Cr, a 27.6% YoY increase. PAT declined by 25.9% to ₹5.3 Cr, with PAT margin at 4.2%. The company faced supply chain and operational challenges but remains confident in achieving FY27 guidance. Capacity expansion in the welded segment is on track for H2 FY27.
The revenue growth is positive, but the decrease in profitability and margins due to temporary disruptions may have a moderate impact on investor sentiment. However, the company's commitment to future guidance and expansion plans mitigates a higher impact.
While revenue saw a significant increase, the decline in PAT and margins, attributed to operational and external challenges, balances out the positive revenue growth, leading to a neutral sentiment.
Scoda Tubes Limited has announced its unaudited standalone financial results for the quarter ended June 30, 2026 (Q1 FY27). The company reported a significant 27.6% year-on-year increase in revenue from operations, reaching ₹124.3 crores, up from ₹97.4 crores in Q1 FY26. However, Profit After Tax (PAT) saw a decline of 25.9%, falling to ₹5.3 crores from ₹7.1 crores in the corresponding quarter last year. The PAT margin also decreased to 4.2% from 7.3% in Q1 FY26.
During the quarter, the company's performance was affected by global supply chain disruptions, increased freight costs, and volatility in raw material prices. A temporary disruption in gas supply in April and manpower availability challenges also impacted operational efficiency. Despite these headwinds, the company remains committed to its FY27 guidance, with operations stabilizing and production ramping up. Capacity expansion in the welded segment is progressing as planned and is expected to be commissioned in H2 FY27.
Gross profit increased by 40.0% to ₹39.8 crores, and the Gross Profit Margin improved by 283 basis points to 32.0%. EBITDA saw a marginal increase of 12.6% to ₹16.0 crores, though the EBITDA Margin declined by 172 basis points to 12.9%. The Chairperson and Executive Director, Mr. Samarth B Patel, noted that while the quarterly performance was impacted by transient challenges, the company has taken corrective measures and is confident in improving operational performance in the coming quarters. The company also highlighted its growth strategy, focusing on increasing production capacity, geographic expansion of its customer base, and strengthening its brand value. The presentation also provided a detailed overview of the company's business, sustainable moats, industry outlook, and historical financial performance.
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