Tube Investments of India Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TII's Q3 FY2026 standalone revenue rose to Rs. 2,152 Cr, with PBT (pre-exceptionals) up 26% to Rs. 268 Cr. Consolidated revenue was Rs. 5,801 Cr. An interim dividend of Rs. 2/share was declared. Management remains committed to TI Clean Mobility, planning Rs. 500-750 Cr additional investment despite Q3 EV losses of Rs. 164.31 Cr. They see "green shoots" and aim for M&HCV and 3-wheelers to breakeven in 12-18 months. The engineering business sees strong domestic growth offsetting weak exports due to US tariffs and European demand. Railway business and new plant commissioning are delayed. Shanthi Gears prioritizes margins amid a competitive market, expecting short-term slowdown. Tone reflects determination in EV and strong core performance.