Scoda Tubes Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Scoda Tubes posted FY26 revenue growth of 7% to INR518.7 Cr, with PAT up 22% to INR38.8 Cr (7.5% margins). Q4 performance faced headwinds from a two-week plant shutdown due to gas shortages, though supply has now normalized.

Management forecasts 25% revenue growth and 14-15% EBITDA margins for FY27. Key growth drivers include seamless capacity at 20,000 MTPA and new welded capacity scaling to 21,150 MTPA by H1 FY28. A solar project targets INR8 Cr in annual electricity cost savings. The current order book stands at INR175 Cr for 3-4 months, with an eye on demand from power and data center sectors.