Latest: Tube Investments of India Ltd Q1 FY27 (Apr–Jun 2026) results →This page is Q4 FY26 (Jan–Mar 2026).All Q4 FY26 results →
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Tube Investments of India Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹2,579
Market cap₹50.3K Cr
P/E80.3
Updated23 Sept 2026
Read4 min read

The short version

Engineering business volume growth in Q4 was in line with sales growth; volumes showed strong growth. Engineering business expects volume growth in line with sales growth, indicating stable growth.

From Tube Investments of India Ltd's Q4 FY26 earnings-call transcript · updated 23 Sept 2026.

Revenue & Sales Performance

  • Engineering business volume growth in Q4 was in line with sales growth; volumes showed strong growth. (Page 6)
  • Demand and volumes remain bullish in early FY2027 despite macro challenges. Commodity price increases are being managed through contracts; fuel price inflation is being addressed with customers. (Page 6)
  • The EV business has a strong order book, especially in heavy and small commercial vehicles; financing and charging infrastructure remain challenges but expected to be resolved in Q1/Q2 FY2027. (Page 7)
  • Three-wheeler EV business faced supply issues in Q4 but resolved now; volume scale-up expected moving forward due to good market acceptance of the upgraded product. (Page 7)
  • Medical devices segment is expected to grow at 15-20% YoY; recent acquisition and regulatory approvals will contribute from Q1/Q2 FY2027. (Page 7)

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

- Capex in core standalone business for FY2027 is expected to be around Rs. 300 Crores to Rs. 350 Crores. - Additional investments of approximately Rs. 300 Crores planned for subsidiaries, including TI Clean Mobility (EV business) and TI Medical, depending on how operations scale. - Recent small asset purchase in medical devices: acquisition of Medicura facility at Ambala for IV Cannula business, currently undergoing plant approvals and team hiring, with commercial production expected by Q1/Q2 FY2027. - CDMO manufacturing plant at Naidupet is in final commissioning with commercial production expected to start next quarter. These investments support growth in electric vehicles, medical devices, and new ventures.

Top-ranked in Auto Components

Ranked on what management guided this quarter

Guidance-ranked
1Divgi Torq
Rev 1Mar 3
2OBSC Perfection
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 2Mar 1
5
Rev 2Mar 1
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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

  • The order book for electric vehicles, especially in the heavy truck segment and small commercial vehicle segment, is reported to be very good.
  • Deployment challenges remain primarily due to financing requirements and the need to establish charging infrastructure.
  • The company is hopeful to deploy these orders in Q1 and Q2 of FY2027.
  • On the heavy commercial vehicle front, despite intense competition with about 11 players, the company remains the market leader with approximately 28% market share.

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

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

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 →

Others in Auto Components this season

  • Shigan Quantum (Q4 FY26)

    H2 FY26 standalone revenue: ₹1,225.75 million, up 16% YoY over H2 FY25. Key investor presentation takeaways from Shigan Quantum's Q4 FY26 investor presentation

  • Remsons Ind (Q4 FY26)

    Consolidated Revenue from Operations for 4QFY26: Rs 1,304 million, up 23% YoY (Page 19). Key investor presentation takeaways from Remsons Industries Ltd's Q4 FY

  • Autoline Industries Ltd (Q4 FY26)

    Q4FY26 Revenue from Operations (Standalone): ₹289.00 Cr, up 48.51% YoY from ₹194.60 Cr in Q4FY25 (Page 21, 20). Key investor presentation takeaways from Autolin

  • Rane (Madras) (Q4 FY26)

    Q4 FY26 consolidated revenue: Rs 1,051.7 Cr, up 16.2% YoY (Page 15) . Key investor presentation takeaways from Rane (Madras) Ltd's Q4 FY26 investor presentation

🔎 Who's planning the most growth?

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Frequently Asked Questions

What were Tube Investments of India Ltd Q4 FY26 results?

Engineering business volume growth in Q4 was in line with sales growth; volumes showed strong growth. Engineering business expects volume growth in line with sales growth, indicating stable growth.

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 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?

Capex in core standalone business for FY2027 is expected to be around 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.