Scoda Tubes Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Scoda Tubes reported strong H1 FY'26 results with revenue up 5% to 242.7 Cr and PAT up 49% to 21.1 Cr. Q2 PAT rose 34% to 14 Cr. Management is confident about growth, targeting 20% revenue increase with new seamless capacity (now 17,000 MTPA, expanding to 20,000 MTPA by Dec). Welded capacity starts Q1 FY'27. Order book stands at 194 Cr, with exports at 104 Cr. Key focus on power, renewables, and international expansion via Poland acquisition. Anti-dumping duties on Chinese imports are seen as a tailwind for Indian manufacturers. Margins expected to remain 15-16%.