Scoda Tubes Q2 FY26 Earnings Call Transcript
Scoda Tubes Q2 FY26 earnings call highlights revenue and profit growth, capacity expansion, acquisition of Arvind sp. z o.o., and a positive outlook with 20% revenue growth target.
The expansion and acquisition suggest potential for increased revenue and market presence, but the impact is medium as the full effect will be realized over time.
The announcement conveys positive financial performance, capacity expansion, and strategic acquisitions, indicating a positive outlook for the company.
* Scoda Tubes Limited held a conference call on November 14, 2025, to discuss Q2 FY'26 earnings. * Consolidated revenue grew by 5% in H1 FY'26 and 4% in Q2 FY'26. * Net earnings increased by 49% in H1 FY'26 and 34% in Q2 FY'26. * Seamless capacity increased from 10,000 to 17,000 metric tons per annum, expected to reach 20,000 with pilger machines by December. * Welded tubes and pipes plant construction has started, with commercial production targeted for Q1 FY'27, increasing capacity to 33,128 metric tons per annum. * ₹27 crore of IPO proceeds deployed towards capex, ₹110 crore remains in bank balances, and ₹50 crore utilized for working capital. * Export revenue comprised 29% and 27% of total revenues in H1 FY'26 and Q2 FY'26, respectively. * EBITDA margins stood at 15.1% in H1 FY'26 and 15.4% in Q2 FY'26. * PAT margins stood at 8.7% in H1 FY'26 and 9.6% in Q2 FY'26. * The company acquired Arvind sp. z o.o., a trading firm based out of Poland, Eastern Europe, into dealing of coated and uncoated tubes, pipes, casings , hollows and related products. * Order book stands at ₹194 crore, comprising ₹90 crore domestic and ₹104 crore exports. * Expecting 20% revenue growth as new capacity comes online. * Margins are expected to remain in the 15%-16% range. * The welded capacity is expected to be online in the Q1 of FY '27.
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