Scoda Tubes Ltd
Scoda Tubes Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #63 of 100 in Industrial Products
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What the Q4 FY26 call signalled
3 of 4 strong
The short version
The company targets a conservative revenue growth of around 25% for FY27. FY27 revenue growth is expected at 25% with EBITDA margins of 14% to 15%.
From Scoda Tubes Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a conservative revenue growth of around 25% for FY27.
- Export revenues are expected to grow by approximately 25%, with a target export ratio of 40% of total sales.
- Domestic sales growth is guided at about 20%, with potential upside linked to new tender opportunities, especially from power sector contracts like BHEL.
- Additional welded pipe capacity (13,000 MT by FY27 end and further 8,000 MT by FY28) will drive volume growth, mainly serving new sectors like data centers, HVAC, and water treatment.
- Seamless pipe capacity is stable at 20,000 MT, with no immediate expansion planned.
2 more points from Scoda Tubes Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- FY26 capex was INR110 crores; FY27 expected capex about INR100 crores.
- Ongoing capex includes expanding welded pipe capacity by 13,000 MT (INR45 crores), expected operational by Q2 FY27.
- Additional welded pipe capacity of 8,000 MT planned with INR40 crores investment, operational by Q1 FY28, optimal utilization by FY29.
- Total target capacity expansions: 20,000 MT seamless (no further plans now), 21,000 MT welded by FY29.
- Capex funded through internal accruals and term loans; no plans for equity dilution currently.
- Solar energy projects: seamless plant saving approx. INR4.9 crores annually and welded plant INR3.8 crores, total INR8 crores savings.
2 more points from Scoda Tubes Ltd's call on capex
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Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Current confirmed order book is around INR 175 crores, covering a period of about 3 to 4 months.
- Orders come continuously every few months, with a mix of big and small orders.
- No long-dated orders currently; visibility beyond 3-4 months is limited.
- The company is awaiting new tenders, especially from BHEL and BARC, expected around July or August 2026.
- Participation in upcoming BHEL tender is planned, which may bring high-volume, long-term orders extending over multiple quarters.
2 more points from Scoda Tubes Ltd's call on order book
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Scoda Tubes Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹124 Cr, net profit ₹6 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Scoda Tubes Ltd's management said in earlier quarters
Others in Industrial Products this season
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For H2 FY26, revenue from operations was ₹103 Cr; for H1 FY26, ₹118.8 Cr, totaling ₹221.8 Cr for FY26. Key investor presentation takeaways from Aeron Composites
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Scoda Tubes Ltd Q4 FY26 results?
The company targets a conservative revenue growth of around 25% for FY27. FY27 revenue growth is expected at 25% with EBITDA margins of 14% to 15%.
What is Scoda Tubes Ltd share price analysis?
Scoda Tubes Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 22.4 with a market cap of ₹870 Cr. Investors should review the full earnings analysis for detailed insights.
Is Scoda Tubes Ltd planning capital expenditure?
FY26 capex was INR110 crores; FY27 expected capex about INR100 crores. - Ongoing capex includes expanding welded pipe capacity by 13,000 MT (INR45 crores), expected operational by Q2 FY27. - Additional welded pipe capacity of 8,000 MT planned with INR40 crores investment, operational by Q1 FY28, optimal utilization by FY29. - Total target capacity expansions: 20,000 MT seamless (no further plans now), 21,000 MT welded by FY29. - Capex funded through internal accruals and term loans; no plans for equity dilution currently. - Solar energy projects: seamless plant saving approx.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.