Tube Investments Q4 FY26: Revenue up 15% YoY to ₹6,215 Cr; Profit ₹516 Cr
Tube Investments reported Q4 FY26 consolidated revenue of ₹6,215 Cr (up 15% YoY) and profit of ₹516 Cr. The company recommended a final dividend of ₹1.50 per share. Management discussed strong EV demand, with progress on cost reduction and localization. Capex for FY27 is estimated at ₹300-350 Cr standalone and ₹300 Cr for subsidiaries.
The announcement includes key financial results (revenue, profit), dividend declaration, and updates on various business segments and future capital expenditure, which are material information for investors and analysts.
The company reported year-on-year growth in both revenue and profit for the quarter and the full year, along with a positive outlook for its businesses and a recommended dividend, indicating a favorable financial performance and future prospects.
Tube Investments of India Limited announced its financial results for the quarter and year ended March 31, 2026. The company's consolidated revenue for the quarter stood at ₹6,215 Crores, a 15% increase from ₹5,150 Crores in the corresponding quarter of the previous year. Profit before share of profit of associate/joint ventures, exceptional items, loss on fair valuation of CCPS, and tax for the quarter was ₹516 Crores, up from ₹479 Crores year-on-year.
For the full year ended March 31, 2026, consolidated revenue reached ₹22,847 Crores, an increase from ₹19,465 Crores in the previous year. The profit for the year was ₹1,937 Crores, compared to ₹1,801 Crores in the prior year.
The Board of Directors recommended a final dividend of ₹1.50 per share for FY 2025-26, following an interim dividend of ₹2 per share paid in February 2026.
Key business segments showed varied performance. The engineering segment reported revenue of ₹1,495 Crores for the quarter, with profit before interest and tax at ₹176 Crores. Metal formed products revenue was ₹421 Crores, and profit before interest and tax was ₹35 Crores. The mobility business generated ₹208 Crores in revenue with a profit before interest and tax of ₹4 Crores. Other businesses contributed ₹246 Crores in revenue with a profit before interest and tax of ₹16 Crores.
Subsidiary CG Power and Industrial Solutions Limited reported consolidated revenue of ₹3,442 Crores for the quarter, with profit before exceptional items and tax at ₹490 Crores. Shanthi Gears Limited's revenue for the quarter was ₹135 Crores, and profit before exceptional items and tax was ₹25 Crores.
During the conference call, management discussed demand for electric vehicles, particularly in the heavy commercial vehicle (HCV) and small commercial vehicle segments, citing a good order book. Challenges in deployment, including financing and charging infrastructure, were noted. The company is also progressing on its railway business, currently in the product development stage with government approvals pending. Updates on the medical devices business indicated a growth expectation of 15-20%, with an asset purchase for the IV cannula business expected to contribute to growth. Capex for the standalone business is estimated at ₹300-350 Crores for FY2027, with an additional ₹300 Crores planned for subsidiaries like TICMPL and TI Medical.
What to do with a filing like this
Tube Investments of India Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Tube Investments of India Limited. Read the original for the full detail.