Scoda Tubes Limited — PPTs, 12-08-2025: Investor Presentation

Here's a summary of the Q1 FY26 earnings update for Scoda Tubes Limited:

**1. Financial Highlights:**

Scoda Tubes Q1 FY26 revenue rose 6% YoY to INR 97.4 Cr. PAT surged 48% YoY to INR 7.1 Cr, lifting margin to 7.3%. While gross profit and EBITDA saw slight declines, FY22-FY25 witnessed robust CAGRs: Revenue +36%, EBITDA +98%, and PAT +170%.

**2. Strategic Initiatives & Growth Drivers:**

The company plans significant seamless product capacity expansion (targeting 13,150 MTPA). Driving global reach, Scoda exported to 32 countries in Q1 FY26 and eyes Middle East expansion. Brand building through key industry exhibitions is also a focus.

**3. Business Developments:**

Scoda Tubes recently listed on NSE & BSE, raising INR 220 Cr via its public issue. As a fully integrated SS products manufacturer, it serves diverse sectors (e.g., oil & gas, automotive), backed by numerous approvals from major clients.

**4. Market Position & Competitive Advantage:**

Scoda's strength lies in specialized SS product manufacturing, a diversified global customer base, and a strategically located, integrated facility with expansion potential. Robust quality control and international accreditations reinforce its competitive standing.

**5. Investor Implications:**

Strong Q1 PAT growth and ambitious expansion plans signal positive growth potential. The recent capital raise enhances financial flexibility, positioning Scoda Tubes for continued market penetration.