Tube Investments of India Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tube Investments Q2 FY2026 standalone revenue rose to ₹2,119 Cr (vs ₹2,065 Cr), with PBT up 11.5% to ₹250 Cr. Consolidated revenue reached ₹5,523 Cr. Mobility business turned profitable. Management noted an uptick in demand post-GST cuts for auto/non-auto segments, expecting sustained growth. The firm plans ₹300-400 Cr capex for core business, ₹300-400 Cr for TI Medical & 3xper growth, and up to ₹200-300 Cr for M&A. Electric truck market share remains robust at 50%+. Long-term double-digit growth thesis intact, reflecting a confident management outlook.