Scoda Tubes Limited — PPTs, 27-05-2026: Investor Presentation

Scoda Tubes' FY26 results show revenue up 7% to 518.7 Cr and PAT up 22.4% to 38.8 Cr, despite a slight 2.3% dip in EBITDA. Export revenue surged an impressive 39% to 179.5 Cr, now contributing 34.6% of total sales and driving overall growth.

Strategically, the company is boosting its seamless tube production capacity to 21,150 MTPA and expanding its global customer base. A smart move includes investing in captive solar projects, aiming for significant cost savings and greener operations. Following its FY25 IPO, Scoda successfully cut its Net Debt/Equity to a healthy 0.3x from 1.1x.

Financial health indicators are mixed: Gross Profit Margin improved to 31.9% and PAT Margin to 7.5%. However, Return on Equity (RoE) eased to 9.9%, primarily due to the IPO's equity infusion. EPS is 6.8. The company is poised to capitalize on a positive industry outlook for stainless steel tubes, projecting 3-10% growth in various segments.