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Scoda Tubes Reports Q2 FY27 Net Profit Drop of 65.7% YoY to ₹4.8 Cr Despite Revenue Up 2.5%
Scoda Tubes released its Q2 FY27 earnings update showing revenue from operations grew marginally by 2.5% YoY to ₹148.9 crore from ₹145.3 crore. However, EBITDA declined 29.3% YoY to ₹15.8 crore as EBITDA margins contracted by 478 bps to 10.6% due to competitive pressures and elevated input costs. Consequently, net profit dropped 65.7% YoY to ₹4.8 crore with PAT margins shrinking from 9.6% to 3.2%. For H1 FY27, revenue rose 12.6% to ₹273.3 crore, but PAT decreased 52.3% to ₹10.0 crore.
உச்சம் நம்பிக்கை
என்ன மாறியதுScoda Tubes issued its Q2/H1 FY27 investor presentation detailing quarterly and half-yearly operational and financial performance.
ஏன் இது முக்கியம்Shows severe margin pressure from competition and higher power/fuel/freight costs, leading to a steep drop in profitability despite modest top-line growth.
Q2 FY27 Revenue: ₹148.9 கோடிQ2 FY27 PAT: ₹4.8 கோடிQ2 FY27 PAT YoY change: -65.7%H1 FY27 Revenue: ₹273.3 கோடிH1 FY27 Cashflow from Operations: ₹53.4 கோடி
📅 குறுகிய காலம்Profitability contraction may weigh on short-term sentiment, although operating cash flow recovery and export growth provide some offset.
📈 நீண்ட காலம்Long-term trajectory depends on stabilizing EBITDA margins around the historical 14-16% range and successfully commercializing the expanded 12,000 MTPA welded capacity.
⚠ அபாய எச்சரிக்கைகள்
Sharp margin contraction due to elevated power, fuel, freight costs, and intensifying competition from private players
Decline in domestic sales (down 11.6% YoY in Q2 FY27)
👀 கவனிக்க வேண்டியவை
Track margin recovery and cost-rationalization measures over H2 FY27, along with execution timelines for trial production at the expanded welded facility slated for Q4 2027.
₹124.3 Cr Revenue in Q1 FY27; PAT Declines 25.9% Amid Operational Headwinds
Scoda Tubes reported a 27.6% YoY revenue growth to ₹124.3 cr for Q1 FY27, primarily driven by a robust 81.5% surge in export revenue. However, PAT declined by 25.9% to ₹5.3 cr, with PAT margins contracting from 7.3% to 4.2% due to a two-week gas supply disruption and higher freight costs. A significant positive is the reduction in Net Debt/Equity to 0.3x from 1.1x in FY25, following the company's public issue. The cash conversion cycle has elongated to 211 days, reflecting increased inventory and debtor days.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has significantly deleveraged its balance sheet post-listing but faced operational margin pressure from utility disruptions and global supply chain costs.
ஏன் இது முக்கியம்The shift toward a 46.6% export mix demonstrates global competitiveness, but the margin hit highlights sensitivity to energy supply and the lag in pricing power during volatile periods.
Revenue (Q1 FY27): ₹124.3 கோடிPAT Growth (YoY): -25.9%Net Debt/Equity: 0.3xExport Revenue Mix: 46.6%Seamless Capacity: 20,068 MTPAபண மாற்று சுழற்சி: 211 நாட்கள்
📅 குறுகிய காலம்The stock may face pressure due to the sharp decline in PAT and margin contraction, despite the healthy top-line growth.
📈 நீண்ட காலம்Long-term prospects depend on the successful ramp-up of the welded segment capacity in H2 FY27 and achieving the targeted blended EBITDA margin of 15-16%.
⚠ அபாய எச்சரிக்கைகள்
Volatility in raw material prices
Gas supply reliability
Elongated working capital cycle
Geopolitical freight cost impacts
👀 கவனிக்க வேண்டியவை
Investors should monitor the commissioning of the welded segment expansion in H2 FY27 and the company's ability to pass on raw material costs, given their 3-4 month order booking cycle.
Scoda Tubes FY26 PAT Rises 22% to ₹38.8 Cr; Targets 25% Revenue Growth in FY27
Scoda Tubes Limited reported a 7% YoY revenue growth to ₹518.7 crores for FY26, with PAT increasing 22% to ₹38.8 crores despite margin pressure in Q4. The company is transitioning from a single-segment seamless player to a diversified tubes company, with welded capacity set to reach 21,150 MTPA by H1 FY28. Management has provided a strong FY27 guidance of 25% revenue growth and 14-15% EBITDA margins, supported by a new 8.79 MW solar project expected to save ₹8.63 crores annually in power costs.
முக்கிய அம்சங்கள்
FY26 revenue stood at ₹518.7 crores (up 7% YoY) with PAT at ₹38.8 crores (up 22% YoY).Management guided for 25% revenue growth in FY27 with EBITDA margins of 14% to 15%.Welded tube capacity expansion to 21,150 MTPA is underway with H2 FY27 operational targets.Installation of 8.79 MW solar capacity to generate ₹8.63 crores in annual electricity cost savings.Inventory days increased to 217 days in FY26 due to gas-related shutdowns but are targeted to reduce to 160 days in FY27.
👀 கவனிக்க வேண்டியவை
Investors should focus on the company's ability to execute its welded capacity expansion and reduce inventory levels as guided. The shift toward higher captive consumption (70% currently) and solar energy savings provides a strong margin cushion against raw material volatility.
Scoda Tubes FY26 PAT Grows 22.4% to ₹38.8 Cr; Exports Surge 39% as Debt Levels Drop
Scoda Tubes reported a 7% YoY revenue growth to ₹518.7 crore for FY26, primarily driven by a robust 39% increase in export revenue which now accounts for 34.6% of the mix. While PAT grew by 22.4% to ₹38.8 crore, EBITDA margins saw a compression from 16.1% to 14.7% due to higher operating costs. The company significantly deleveraged its balance sheet, bringing Net Debt/Equity down to 0.3x from 1.1x following its IPO. However, the cash conversion cycle stretched significantly to 211 days from 164 days, indicating working capital pressure.
முக்கிய அம்சங்கள்
FY26 PAT increased 22.4% YoY to ₹38.8 crore, while Revenue from Operations rose 7% to ₹518.7 crore.Export revenue grew 39% YoY to ₹179.5 crore, offsetting a 4.7% decline in domestic revenue.Net Debt/Equity ratio improved to 0.3x from 1.1x in FY25, following the infusion of IPO proceeds.Working capital cycle worsened with inventory days rising to 217 (vs 163) and debtor days to 97 (vs 76).Q4 FY26 was relatively weak with flat revenue of ₹123.6 crore and a 7.4% YoY decline in PAT.
👀 கவனிக்க வேண்டியவை
Investors should monitor the company's ability to optimize its inventory and debtor cycles, which have significantly lengthened this year. While the debt reduction is a positive structural change, the weak Q4 performance and margin compression warrant a cautious 'watch' approach.
Scoda Tubes FY26 PAT Rises 22% to ₹388M; Cancels Overseas Acquisition
Scoda Tubes reported a 22.4% YoY increase in net profit for FY26, reaching ₹388.43 million, supported by an 8.3% growth in total income to ₹5,292.21 million. However, the bottom line was significantly boosted by an accounting change in the depreciation method (WDV to SLM), which reduced annual expenses by ₹156.66 million. The company also announced the cancellation of its 100% acquisition of Arvind sp.z o.o. due to cross-border remittance and regulatory hurdles. Quarterly performance for Q4 FY26 was relatively flat, with revenue at ₹1,235.69 million.
முக்கிய அம்சங்கள்
Annual Net Profit grew 22.4% YoY to ₹388.43 million in FY26 vs ₹317.41 million in FY25.Total Income for the year increased to ₹5,292.21 million from ₹4,888.46 million.Change in depreciation method from WDV to SLM reduced annual expenses by ₹156.66 million.Cancelled the acquisition of 100% stake in Arvind sp.z o.o. (EUR 7,000) due to remittance and regulatory constraints.Q4 FY26 PAT stood at ₹63.19 million, a slight decline from ₹68.27 million in Q4 FY25.
👀 கவனிக்க வேண்டியவை
Investors should be cautious as the profit growth is primarily driven by a change in accounting estimates for depreciation rather than operational expansion. Monitor the company's domestic growth trajectory following the aborted international acquisition.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
Scoda Tubes to Set Up 3.8 MW Solar Project for ₹13.7 Cr; Expected Annual Savings of ₹3.76 Cr
Scoda Tubes Limited has received approval from GEDA to establish a 3.8 MW (DC) ground-mounted solar project in Gujarat for captive power consumption. The project involves an estimated capital expenditure of ₹13.70 crore and is expected to generate nearly 6 million KWH of electricity annually. This strategic move is projected to save the company approximately ₹3.76 crore in annual electricity costs. The initiative aligns with the Gujarat Integrated Renewable Energy Policy-2025 and is aimed at improving operational margins through cost reduction.
முக்கிய அம்சங்கள்
Total estimated project cost of ₹13.70 crore for a 3.8 MW (DC) solar plantExpected annual electricity generation of 5,964,100 KWHProjected annual savings in electricity bills of approximately ₹3.76 croreDaily electricity bill savings estimated at ₹1.03 lakhApproval received from Gujarat Energy Development Agency (GEDA) for captive consumption
👀 கவனிக்க வேண்டியவை
This is a margin-accretive development as the projected annual savings represent a significant portion of the initial investment. Investors should monitor the project's commissioning timeline and its subsequent impact on the company's bottom line.
Scoda Tubes to Add 8,000 MTPA Capacity with ₹400 Million Investment
Scoda Tubes Limited has announced a major capacity expansion of 8,000 MTPA for Welded Tubes & Pipes at its Mehsana facility. The project involves a capital expenditure of ₹400 million, which will be funded through a combination of internal accruals and bank term loans. This expansion is incremental to the growth plans previously disclosed in the company's May 2025 prospectus. Completion is expected by the end of Q3 FY 2026-27, aiming to significantly enhance the company's market presence and meet rising demand.
முக்கிய அம்சங்கள்
Proposed capacity addition of 8,000 MTPA for Welded Tubes & Pipes.Total investment of ₹400 million to be funded via internal accruals and term loans.Project completion targeted by the end of Q3 FY 2026-27.Expansion is in addition to existing plans disclosed in the May 2025 prospectus.
👀 கவனிக்க வேண்டியவை
Investors should monitor the company's execution timeline and the impact of increased interest costs from new loans on future margins. The massive scale-up relative to current capacity suggests a high-growth trajectory if demand remains robust.
Scoda Tubes to Set Up 4.99 MW Solar Plant for ₹17.99 Cr; Expected Yearly Savings of ₹4.88 Cr
Scoda Tubes has received approval from the Gujarat Energy Development Agency (GEDA) to establish a 4.99 MW (DC) ground-mounted solar project for captive power consumption. The project involves a capital expenditure of approximately ₹17.99 crores and is expected to generate 7.74 million KWH of electricity annually. This initiative is projected to save the company roughly ₹4.88 crores in annual electricity costs, significantly enhancing operational margins. The project will be located in Patan, Gujarat, under the state's Integrated Renewable Energy Policy-2025.
முக்கிய அம்சங்கள்
Total estimated project investment of ₹17.99 crores for 4.99 MW (DC) capacityExpected annual electricity generation of 7,740,738 KWHProjected annual savings in electricity bills of approximately ₹4.88 croresEstimated daily electricity generation of 21,207.5 KWH resulting in ₹1.34 lakhs daily savingsProject payback period is estimated at approximately 3.7 years based on projected savings
👀 கவனிக்க வேண்டியவை
Investors should view this as a margin-accretive move that reduces long-term operational costs and improves the company's ESG profile. Monitor the commissioning timeline to ensure the project begins contributing to cost savings as scheduled.
Scoda Tubes Q3 FY26: Revenue up 17% to ₹152.4 Cr, PAT grows 18% to ₹11.5 Cr
Scoda Tubes reported a 17.3% y-o-y growth in revenue for Q3 FY26, reaching ₹152.4 crores, driven by a strong 41% surge in export sales. While PAT increased by 17.8% to ₹11.5 crores, EBITDA margins saw a contraction from 17.8% to 15.1% due to lower gross margins. The company significantly strengthened its balance sheet, reducing its Net Debt/Equity ratio to 0.2x from 1.1x in the previous fiscal year, following its recent listing and fundraise.
முக்கிய அம்சங்கள்
Revenue from operations grew 17.3% y-o-y to ₹152.4 crores in Q3 FY26.Profit After Tax (PAT) increased by 17.8% y-o-y to ₹11.5 crores with a steady 7.5% margin.Export revenue witnessed a robust 41% growth, now contributing 32% of total revenue compared to 26% last year.Net Debt/Equity ratio improved drastically to 0.2x from 1.1x in FY25.EBITDA margins compressed to 15.1% from 17.8% in the corresponding quarter last year.
👀 கவனிக்க வேண்டியவை
Investors should monitor the sustainability of export growth and the company's ability to recover EBITDA margins. The significant reduction in debt provides a strong cushion for future capacity expansion and improves the overall risk profile.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
