Tube Investments of India Limited — Investor Meet, 08-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tube Investments' Q1 FY2026 standalone revenue was ₹2,007 Cr (PBT ₹222 Cr), with consolidated revenue at ₹5,309 Cr. The Mobility division showed strong revival, while Engineering and Metal Formed divisions saw volume growth. Management now expects EV operational breakeven unlikely this year due to lower volumes. However, they are launching refreshed 3-wheeler models in Q2, expanding dealerships, and introducing new EV segments. Core business targets double-digit growth. Capital allocation focuses on TI Clean Mobility, TI Medical, and 3Xper. Management tone reflects a cautiously optimistic outlook, stressing internal actions for EV growth and cost efficiency.