SCODATUBESNSEScoda Tubes LimitedMediumNeutral
Announced Tue, 12 Aug · 11:36 IST

Scoda Tubes Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

SCODATUBES · 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

Awaiting price reaction for this filing.

AI summary

Scoda Tubes posted Q1 FY26 revenue of INR 97.4 crores, up 6% year-on-year, driven by 7% growth in domestic sales (INR 65.5 cr) and 3% growth in exports (INR 31.9 cr). However, gross profit fell 7% to INR 28.4 cr with gross margin contracting sharply from 33.2% to 29.2%, and EBITDA slipped 3% to INR 14.2 cr as EBITDA margin compressed from 15.9% to 14.6%. Profit after tax jumped 48% to INR 7.1 cr thanks to a sharp fall in depreciation and a nine-fold rise in other income, pushing PAT margin to 7.3% (up 206 bps). The company, which listed on NSE/BSE in June 2025 raising INR 220 crores, showcased its expansion plans (seamless capacity set to rise to ~20,068 MTPA) and strong order ties with BHEL, NTPC, Indian Railways and others across 32 countries.

Likely market impact

Mixed quarter for shareholders – top-line growth is healthy and bottom-line PAT has nearly doubled, but underlying gross and EBITDA margins are under clear pressure on rising raw material costs. Capacity expansion and export diversification are positives, but margin recovery will be the key thing to watch in coming quarters.