Scoda Tubes Limited — PPTs, 13-08-2026: Investor Presentation

Scoda Tubes reported mixed Q1 FY27 results. Revenue surged 27.6% YoY to ₹124.3 Cr, significantly boosted by an 81.5% jump in export revenue, which now constitutes 46.6% of total sales. However, Profit After Tax (PAT) declined 25.9% YoY to ₹5.3 Cr, with EPS at ₹0.9. Gross Profit increased 40% to ₹39.8 Cr, though margins were impacted by temporary operational issues like gas supply disruption, manpower challenges, and volatile raw material/freight costs.

The company's strategy includes boosting production capacity, with the welded segment expansion anticipated in H2 FY27. They are also focusing on geographic expansion, leveraging their presence in 32 countries, and strengthening brand value. A notable recent development is the installation of a captive solar plant to enhance cost efficiency and ESG efforts.

Management expects operations to stabilize and seamless facility production to ramp up, maintaining confidence in achieving FY27 guidance. They emphasize robust long-term fundamentals, a healthy order pipeline, and a diversified customer base, supported by a strong demand outlook for stainless steel tubes and pipes.