SAMBHVBSESambhv Steel Tubes LtdMediumNeutral
Announced Sun, 10 May · 15:05 IST

Investor presentation on Audited Financial Results for the Quarter and Year ended March, 2026

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

SAMBHV · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-11.5%1-day move
₹130.00
prior close
₹136.00
base price
After-mkt
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AI summary

Sambhv Steel Tubes reported exceptional FY2026 results with revenue of INR 24,132 Mn (up 60% YoY), Operating EBITDA of INR 2,763 Mn (up 79% YoY), and PAT of INR 1,433 Mn (up 147% YoY). Q4FY26 also set records with quarterly revenue of INR 6,853 Mn, EBITDA of INR 922 Mn, and PAT of INR 558 Mn, growing 38%, 91%, and 239% YoY respectively. The company has a clear Vision 2030 roadmap to scale finished products capacity from 0.62 MMTPA to 2.03 MMTPA through greenfield expansion at Kesda & Kuthrel (1.2 MMTPA, INR 8,100 Mn CAPEX) and brownfield expansions (SS CR Coils doubling to 116,000 MTPA, ERW Pipes adding 150,000 MTPA). Key approvals were received from Powergrid Corporation, Hindustan Shipyard, and an MoU signed with Ministry of Steel under PLI Scheme for stainless steel manufacturing.

Likely market impact

Strong operational performance with improving margins (PAT margin expanded from 3.84% to 5.94%) and disciplined cost management signals solid execution. The INR 11.35 billion CAPEX program for capacity expansion is aggressive but positions the company for long-term growth in the steel pipes and tubes sector.