Scoda Tubes Limited has announced an investor meeting scheduled for January 2, 2026, as part of its regulatory disclosure under SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company filed the disclosure with both the National Stock Exchange of India Limited and BSE Limited on December 29, 2025.

Meeting Details

The investor engagement session has been organized by Capital Bridge Advisors and will be conducted in an online format. The meeting is structured as a one-on-one interaction between the company and investors.

Regulatory Compliance

The disclosure was made in compliance with Regulation 30 read with Para A of Part A of Schedule III and Regulation 46(2) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This regulatory framework mandates listed companies to inform stock exchanges about scheduled meetings with investors and analysts.

Company Information

Scoda Tubes Limited is headquartered at Survey No. 1566/1, Village Rajpur, Tal. Kadi, Mehsana, Gujarat. The company's Managing Director, with DIN 06785595, signed the disclosure document. The company maintains its commitment to transparency and regular investor engagement as part of its corporate governance practices.

Such investor meetings are routine corporate activities that enable companies to maintain dialogue with their investor community and provide updates on business developments and strategic initiatives.

Scoda Tubes Limited , a leading manufacturer of stainless steel pipes and tubes, has reported a 5% year-on-year increase in consolidated revenue for the first half of fiscal year 2026 (H1FY26). The company's net earnings saw a significant jump of 39% during the same period, showcasing robust financial performance amid capacity expansion and strategic acquisitions.

Financial Highlights

For H1FY26, Scoda Tubes achieved the following financial results:

The company's EBITDA margin stood at 15.10% compared to 16.20% in the previous year, while the net profit margin improved significantly from 6.60% to 8.70%.

Capacity Expansion and Operational Updates

Scoda Tubes has made significant strides in expanding its production capabilities:

• Seamless tube capacity has increased from 10,000 to 17,000 metric tons per annum.
• The company aims to reach 20,000 MT capacity by December with the installation of two additional pilger machines.
• Production ramp-up is progressing as scheduled, with a target to achieve 60-65% blended utilization by FY26 and around 80% by FY27.
• Construction for the welded tubes and pipes plant has commenced, with commercial production targeted for Q1 FY27.

Strategic Acquisition

In a move to strengthen its international presence, Scoda Tubes has acquired Arvind sp. z o.o., a Poland-based trading firm. This acquisition is expected to enhance the company's footprint in Eastern Europe and open up opportunities in high-growth sectors such as oil and gas, heat exchangers, and refineries.

Order Book and Market Outlook

The company reported a strong order book of ₹194.00 crores, with ₹104.00 crores from exports and ₹90.00 crores from the domestic market. Recent approvals from Reliance and Imperial Auto in the domestic market are expected to contribute to future growth.

Samarth Patel, Chairman and Executive Director of Scoda Tubes, stated, "We remain confident about the opportunities ahead as Scoda Tubes enters its next phase of growth. Our continued investments in capacity expansion, coupled with a sharp focus on operational efficiency and execution, position us well to deliver sustainable and profitable growth in the coming years."

Future Prospects

Scoda Tubes is targeting a 20% revenue growth as new capacity comes online. The management expects EBITDA margins to remain in the 15-16% range, driven by a balanced mix of seamless and welded products. The company aims to increase its export contribution to 40-45% of total revenue by FY28, leveraging its expanded capacity and strategic European acquisition.

With the ongoing expansion and strategic initiatives, Scoda Tubes appears well-positioned to capitalize on the growing demand for stainless steel pipes and tubes in both domestic and international markets.