Scoda Tubes earnings calls.

Scoda Tubes delivered FY26 revenue of ₹518.7 croresCurrent reported value: ₹518.7 crores. No comparable prior figure is available in the source record. (7Current reported value: 7. No comparable prior figure is available in the source record.% YoY growth), with Q4 impacted by a 15-17 day gas supply disruption that reduced production by ~40% and cost approximately ₹16-17 croresCurrent reported value: ₹16-17 crores. No comparable prior figure is available in the source record. in lost revenue. EBITDA declined 140bps YoY to 14.7Current reported value: 14.7. No comparable prior figure is available in the source record.% due to under-absorption of fixed costs from new capacity ramping and elevated gas prices (+25%), though prices are being passed through to customers. PAT grew 22Current reported value: 22. No comparable prior figure is available in the source record.% YoY to ₹38.8Current reported value: 38.8. No comparable prior figure is available in the source record. crores on operating leverage. The company completed seamless capacity expansion to 20,000 MTPACurrent 20,000 MTPA. Reported change: +20,000 MTPA (new). and raised ₹220 crores via IPO. For FY27, management targets 25% revenue growthCurrent reported value: 25% revenue growth. No comparable prior figure is available in the source record. to ~₹650 crores and 14-15% EBITDA margins, supported by the new welded facility (8,000 MTPACurrent 8,000 MTPA. Reported change: Q2 FY27 trials.) coming online in Q2 with trial runs, and an order book of ₹175 crCurrent ₹175 Cr. Reported change: 3-4 months execution.ores for 3-4 months execution. Key risks include geopolitical-driven raw material inflation, delayed BPCL/NTPC tenders (now expected July-August), and elevated working capital (217 inventory days vs. 160-170 target). The acquisition strategy was abandoned due to regulatory hurdles and diminished EU quota benefits, signaling strategic recalibration.