Tube Investments of India Ltd
Tube Investments of India Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #42 of 65 in Auto Components
See the sector's top 10 — free with your mobile number.
Tube Investments of India Ltd Q1 FY27 key numbers
- Revenue
- EV business showing improving traction with highest ever turnover of ~Rs. 240 Crores in Q1 and some segments expected to break even this year or next.
As stated in Tube Investments of India Ltd's Q1 FY27 earnings call transcript · published 15 Sept 2026. Reported figures, not investment advice.
The short version
Engineering segment volume grew 17% in Q1; demand environment expected to stay bullish for next 1-2 quarters with double-digit export growth (Page 13-14). - Cycle business had strong volume growth, capitalizing on seasonal demand; margin improvement expected to continue (Page 10). - EV business showing improving traction with highest ever turnover of ~Rs. Engineering segment expects continued bullish demand for the next 1-2 quarters with volume growth of 17% in Q1 and exports contributing about 14% of revenue; margin recovery expected post steel price hikes.
From Tube Investments of India Ltd's Q1 FY27 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- Engineering segment volume grew 17% in Q1; demand environment expected to stay bullish for next 1-2 quarters with double-digit export growth (Page 13-14).
- Cycle business had strong volume growth, capitalizing on seasonal demand; margin improvement expected to continue (Page 10).
- EV business showing improving traction with highest ever turnover of ~Rs. 240 Crores in Q1 and some segments expected to break even this year or next (Page 8-9, 14).
- E-mobility segment volumes improving: three-wheeler (1,924 units Q1), small commercial vehicles, and heavy commercial vehicles showing growth (Page 7, 14).
- Medical business expects 20% YoY growth supported by an acquisition starting contribution from Q2 (Page 4-5).
2 more points from Tube Investments of India Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Tube Investments of India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Tube Investments plans approximately Rs. 350 Crores capex for the current financial year in the standalone business.
- Shanthi Gears expects around Rs. 100 Crores capex in the current financial year.
- The group as a whole anticipates total capex between Rs. 600 to 700 Crores.
- Rs. 250 Crores infusion was done in Q4 FY2026 into new ventures/subsidiaries, with another Rs. 250 Crores infusion expected in Q3 FY2027, totaling about Rs. 750 Crores over time.
- Strategic investments include acquisition of a small startup in additive manufacturing (metal injection molding) under "Orange Koi," aiming to develop new capabilities and scale it up after initial market study.
2 more points from Tube Investments of India Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Auto Components
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
See what Tube Investments of India Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- In Heavy Commercial Vehicles (HCV), the 28-ton tipper was introduced in Q1 with 20-25 units sold and positive initial feedback. The market is shifting towards 35-ton and higher category tippers, which TI is developing.
- The existing confirmed order book primarily focuses on 4x2 tractor trailers, with supply chain challenges, including battery cell availability, being managed to service this order book.
- Port-related order deployments include 22 trucks for Welspun at Anjar port (Gujarat), single-digit truck deployments at Vizag and Chennai ports, and multi-port orders for Wonder Cement involving Tuna and Dahej ports.
- Continued seeding and testing of L3 auto products in selected markets (UP and Bihar) is ongoing, with further decisions based on market feedback.
2 more points from Tube Investments of India Ltd's call on order book
Create a free account to keep reading this call
What the Q1 FY27 call signalled
2 of 4 strong
Tube Investments of India Ltd — Quarterly revenue & net profit
Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.
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.
Full financials →Continue your research
What Tube Investments's management said in earlier quarters
Others in Auto Components this season
- Indag Rubber (Q1 FY27)
Q1 FY27 Revenue from Operations: ₹57.6 crores, up 28% YoY from ₹45.0 crores in Q1 FY26 (Page 7). Key investor presentation takeaways from Indag Rubber Ltd's Q1
- Emerald Tyre (Q1 FY27)
Revenue from operations: ₹11,294.31 Lakhs . Key investor presentation takeaways from Emerald Tyre's Q1 FY27 investor presentation — and how it ranks against sec
- Autoline Industries Ltd (Q1 FY27)
FY26 revenue from operations: ₹824 crore, representing a 25% year-on-year increase over FY25 (₹659 crore). Key investor presentation takeaways from Autoline Ind
- Tolins Tyres (Q1 FY27)
Q1 FY27 revenue from operations: ₹79.27 crore, down 11.66% YoY from ₹89.74 crore in Q1 FY26 (Page 8). Key investor presentation takeaways from Tolins Tyres Ltd'
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Tube Investments of India Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Tube Investments of India Ltd Q1 FY27 results?
Engineering segment volume grew 17% in Q1; demand environment expected to stay bullish for next 1-2 quarters with double-digit export growth (Page 13-14). - Cycle business had strong volume growth, capitalizing on seasonal demand; margin improvement expected to continue (Page 10). - EV business showing improving traction with highest ever turnover of ~Rs. Engineering segment expects continued bullish demand for the next 1-2 quarters with volume growth of 17% in Q1 and exports contributing about 14% of revenue; margin recovery expected post steel price hikes.
What is Tube Investments of India Ltd share price analysis?
Tube Investments of India Ltd currently shows a below-average growth signal. The stock trades at a P/E of 80.3 with a market cap of ₹50,329 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tube Investments of India Ltd planning capital expenditure?
Tube Investments plans approximately Rs.
Keep Tube Investments of India Ltd on your radar — track it to get its next earnings analysis in your feed.
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.