Scoda Tubes Limited has informed the Exchange about Transcript of Q4FY25 Earnings Call on Wednesday, June 25, 2025
SCODATUBES · price
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Awaiting price reaction for this filing.
Scoda Tubes reported strong FY25 results with revenue up 21% YoY to INR 484.9 crores, EBITDA up 33% to INR 78.1 crores (margin 16.1%, up 139 bps), and PAT up 73% to INR 31.7 crores. Q4 was broadly flat YoY at INR 123.7 crores due to higher mix of lower-margin mother hollow sales. The company plans INR 100 crore capex to nearly triple finished goods capacity from 11,088 MT to 33,128 MT, with seamless expansion live by H2 FY26 and welded by Q1 FY27. Management guided FY26 EBITDA margins of 15-16%, volume growth of 2.5x-3x the industry rate of 6-8%, and full utilization expected by FY28-FY29. Current order book stands at INR 130 crores (3-4 month execution cycle).
Positive tone with strong FY25 earnings beat and clear capacity-led growth roadmap, though FY26 growth will be back-loaded until new capacity comes online in H2. Management's refusal to disclose volume numbers and customer details may limit visibility for analysts. Tax rate reduction to 25% (new regime) is a tailwind to net earnings.