Sambhv Steel Tubes Limited — Investor Meet, 15-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sambhv Steel Tubes had a landmark FY26: Sales volume grew 37%, revenue 60% to 2,413 Cr, EBITDA 79% to 276 Cr, and PAT 147% to 143 Cr. Q4 also saw robust growth. EBITDA/ton reached INR9,500 in Q4, with Q1 FY27 projected at INR7,500-8,000. Major expansions are underway: Kesda greenfield SS plant (3,60,000 TPA) set for Q4 FY27, SS CR coils capacity doubling to 1,16,000 TPA, and ERW pipes expanding by 1,50,000 TPA with a 30 MW captive power plant planned. The company targets 2 MT finished steel capacity by 2030, supported by PLI and strategic partnerships. Management is confident in demand, expecting 10-15% volume growth for FY27.