Tube Investments of India Ltd
Tube Investments of India Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management said on revenue, margins and capex.
The short version
Confident of achieving double-digit EBITDA growth in the near future, assuming certain cost efficiencies materialize. Tube Investments of India is confident of achieving double-digit EBITDA growth in future periods, assuming cost efficiencies begin to take effect (Page 17).
From Tube Investments of India Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Confident of achieving double-digit EBITDA growth in the near future, assuming certain cost efficiencies materialize.
- Export growth outlook is uncertain due to macroeconomic challenges, especially in the US market, which currently contributes about 4% to total sales; exports are roughly 15% of revenue. Target to reach 25% exports by 2025 remains but is uncertain.
- Standalone business growth: Engineering division expected to grow ~10%, metal formed division ~3-4%.
- Mobility division showed positive growth in Q1, supported by back-to-school season and new product launches (e-bike, fitness segment).
- E-truck volumes to pick up with planned product launches (e.g., 28 Ton tipper) and battery swapping infrastructure expected by year-end to support fleet adoption.
2 more points from Tube Investments of India Ltd's call on revenue
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Profitability & Margins
See what Tube Investments of India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- For FY2026, Tube Investments of India plans a capex of about Rs. 350 Crores for the standalone business. (Page 16)
- The investments will be split between the engineering and metal formed divisions. (Page 16)
- Capex includes commissioning a Hyundai plant in Pune (Western region) expected to start volumes from October. (Page 16)
- Railway division: Sample approvals to be completed this year; volume ramp-up expected starting next year. (Page 16)
2 more points from Tube Investments of India Ltd's call on capex
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Fundraising & Capital Structure
See what Tube Investments of India Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- For the next immediate quarter, export orders are intact despite uncertainties in the US market.
- The company targets double-digit EBITDA growth but acknowledges potential headwinds from exports, particularly due to protective market environments in the US and Europe.
- Current exposure to the US market is about 4% of TI's business, with exports making up roughly 15% of total revenue.
2 more points from Tube Investments of India Ltd's call on order book
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Tube Investments of India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹6.2K Cr, net profit ₹234 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
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 Tube Investments of India Ltd Q1 FY26 results?
Confident of achieving double-digit EBITDA growth in the near future, assuming certain cost efficiencies materialize. Tube Investments of India is confident of achieving double-digit EBITDA growth in future periods, assuming cost efficiencies begin to take effect (Page 17).
What is Tube Investments of India Ltd share price analysis?
Tube Investments of India Ltd currently shows a neutral. The stock trades at a P/E of 84.4 with a market cap of ₹52,913 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tube Investments of India Ltd planning capital expenditure?
For FY2026, Tube Investments of India plans a capex of about Rs.
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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.