SCODATUBES

- Trading window for insiders will be closed from Wednesday, July 01, 2026. - It will remain closed till 48 hours after the declaration of Unaudited Financial Results for the quarter ended June 30, 2026. - This closure is as per SEBI (Prohibition of Insider Trading) Regulations, 2015.

- Scoda Tubes Limited has scheduled a physical plant visit for a group of investors and analysts. - The visit is set for Friday, June 19, 2026, at the company's registered office. - No Unpublished Price Sensitive Information (UPSI) will be shared during the meeting.

Scoda Tubes Limited reported Q4 FY26 performance was impacted by gas supply disruptions causing a plant shutdown and raw material inflation. However, the situation has normalized for Q1 FY27, with plants running at full capacity. Management guided for FY27 revenue growth of 25% with EBITDA margins of 14-15%. The company is expanding seamless capacity to 20,000 MTPA and adding 8,000 MTPA in welded capacity (operational by H2 FY27, total 21,150 MTPA by H1 FY28). They are investing in an 8.79 MW DC solar project for annual savings of INR8.63 crores. FY27 capex is projected at ~INR100 crores, increasing debt by ~INR50 crores (peak debt ~INR250 crores). Inventory days are expected to reduce from 217 to 160-170 in FY27. Growth drivers include data centers, power sector (BHEL tenders expected July/August), and BARC projects. A planned acquisition was cancelled due to regulatory and market changes in Europe. The current order book stands at INR175 crores.

Scoda Tubes Limited announced the submission of the audio recording for its FY26 Earnings Update Call. The call, held on May 28, 2026, discussed the Audited Standalone Financial Results for the quarter and year ended March 31, 2026. The recording is available via the provided web link.

The Board approved the Audited Standalone Financial Results for the quarter and financial year ended March 31, 2026. For the quarter, Standalone Revenue was ₹1,235.69Mn vs ₹1,237.19Mn (▲-0.12% YoY), EBITDA ₹211.08Mn vs ₹190.71Mn (▲10.68% YoY), and PAT ₹63.19Mn vs ₹68.27Mn (▼7.44% YoY). EBITDA Margin expanded from 15.41% to 17.08% (▲167bps). Additionally, the Board approved the cancellation of a proposed EUR 7,000 investment for acquiring a 100% stake in Arvind sp.z o.o. due to operational difficulties, regulatory hurdles, and remittance constraints.

Standalone Revenue ₹1,235.69 Million vs ₹1,237.19 Million (▼0.12% YoY), EBITDA ₹167.05 Million vs ₹174.24 Million (▼4.13% YoY), PAT ₹63.19 Million vs ₹68.27 Million (▼7.44% YoY). EBITDA Margin 13.52% vs 14.08% (▼56bps). The Board also approved the cancellation of a proposed EUR 7,000 investment for acquiring a 100% stake in Arvind sp.z o.o. due to operational, regulatory, and remittance challenges.

Scoda Tubes Limited announced a conference call on May 28, 2026, at 11:00 A.M. (IST) to discuss its Q4FY26 and FY26 earnings update for the quarter and year ended March 31, 2026, and the future business outlook. The call will be attended by Mr. Samarth Patel (Chairman & Whole-Time Director) and Mr. Ravi Patel (CFO) and will be held virtually.