Scoda Tubes Q4 FY26 Earnings Call Transcript Released
Scoda Tubes released its Q4 FY26 earnings call transcript. FY26 revenue grew 7% to ₹518.7 crore, with PAT up 22% to ₹38.8 crore. For FY27, the company projects 25% revenue growth and 14-15% EBITDA margins. Expansion includes a new welded facility operational by H2 FY27, funded by ₹40 crore capex. A solar project aims to save ₹8.63 crore annually.
The transcript provides detailed financial results, future growth projections, significant capacity expansions, and updates on capex and strategic initiatives like the solar project. This information is material for investors to assess the company's performance and future prospects.
The announcement is a transcript of an earnings call, which provides a factual account of the company's performance, plans, and challenges. While financial results show growth, the company also discussed operational disruptions and price volatility, balancing positive and negative aspects.
Scoda Tubes Limited has released the transcript of its Q4 FY26 Earnings Conference Call, which was held on Thursday, May 28, 2026. The call covered the company's audited financial results for the quarter and year ended March 31, 2026, and its future business outlook.
During the call, the company reported a 7% year-on-year revenue growth for FY26, reaching INR518.7 crores. EBITDA stood at INR76.2 crores with margins of 14.7%, while PAT grew by 22% to INR38.8 crores with margins at 7.5%. The company incurred INR110 crores in capex during FY26.
Looking ahead to FY27, Scoda Tubes expects a 25% revenue growth with EBITDA margins between 14% and 15%. The company is expanding its seamless capacity to 20,000 metric tons per annum and anticipates its new welded facility to be operational by H2 FY27, adding 8,000 metric tons per annum capacity with an investment of approximately INR40 crores. The total welded capacity is projected to reach 21,150 metric tons per annum by H1 FY28, with optimal contribution expected by FY29.
A significant initiative is the installation of an 8.79-megawatt DC solar capacity, expected to generate 137 lakh KWH annually and save an estimated INR8.63 crores in electricity costs per year. The company also highlighted the utilization of its IPO proceeds, having deployed approximately INR27 crores towards capex and INR50 crores towards working capital, with INR74.2 crores remaining.
Management discussed challenges faced, including a temporary shutdown of the piercing plant due to gas shortages and elevated gas prices, which impacted Q4 revenue. They also addressed raw material price volatility due to geopolitical situations and provided insights into capital allocation, risk management, and the company's strategy for export-led growth and domestic market expansion, particularly in the data center and power sectors.
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Scoda 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 Scoda Tubes Limited. Read the original for the full detail.