Investor Presentation

Date: November 06, 2026 To, To, National Stock Exchange of India Limited BSE Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex Mumbai – 400 001 Bandra East, Mumbai – 400051 BSE SCRIP Code – “544411” Symbol: “SCODATUBES” Dear Sir / Madam, Subject: Investor Presentation on Q2FY27 Earnings Update for the Unaudited Financial Results of the Company for the Quarter and half year ended September 30, 2026 With reference to the captioned subject, kindly find enclose Investor Presentation on Q2FY27 Earnings Update for the Unaudited Financial Results of the Company for the Quarter and half year ended September 30, 2026. The above information will also be available on the website of the company at www.scodatubes.com Kindly take the same on record and acknowledge. Thanking You Yours faithfully, For, SCODA TUBES LIMITED Jagrutkumar Rameshbhai Patel Managing Director DIN: 06785595 Investor Presentation Q2 FY27 Earnings Update Agenda 01 Performance Update 02 About Scoda Tubes Limited 03 Sustainable Moats 04 Growth Strategy 05 Select Financial Information 06 Annexure Shaping a A SUSTAINABLE TOMORROW Performance Update Performance Snapshot – H1 FY27 Revenue From ₹ 273.3 crores Cashflow From ₹ 53.4 crores Operations (+12.6% y-o-y) Operations (vs -51.0 crores in H1 FY26) ₹ 89.6 crores 32.8% Gross Profit Gross Profit Margin (+15.9% y-o-y) (vs 31.8% in H1 FY26) ₹31.8 crores 11.6% EBITDA1 EBITDA Margin (-13.0% y-o-y) (vs 15.1% H1 FY26) ₹ 10.0 crores 3.7% Profit After Tax (PAT) PAT Margin (-52.3% y-o-y) (vs 8.7% in H1 FY26) 6.9% 0.4x Return On Equity (ROE)2 Net Debt/Equity (vs 9.9% in FY26) (vs 0.3x in FY26) 91 days 164 days Debtor Days Cash Conversion Cycle (vs 97 days in FY26) (vs 211 in FY26) 1. Earnings before interest, taxes, depreciation, and amortization 2. On TTM Basis Chairperson & Executive Director’s Commentary During Q2 FY27, we continued to navigate a dynamic operating environment marked by intensifying competition from private players and elevated power, fuel, and freight costs. Despite these challenges, our focus remains on improving operational efficiencies, optimizing costs, and strengthening our competitive position. We remain confident of achieving revenue growth of 20–25% for FY27, supported by our healthy order pipeline, expanding manufacturing capabilities, and continued focus on execution. While we refrain from providing specific margin guidance, our priority remains to protect our current margins and progressively build upon them through improved efficiencies and operating leverage. On the expansion front, our solar power capacity for seamless operations is already operational. We remain on track to commence trial production at our expanded welded facility in Q4 2027, alongside the commissioning of its dedicated solar capacity. We remain optimistic about our growth prospects and committed to strengthening our operational capabilities, enhancing cost competitiveness, and creating sustainable long-term value for all stakeholders. Mr. Samarth B Patel Chairman & Executive Director Revenue Split Across Geographies – H1 FY27 In INR crores Domestic Exports Revenue - Mix -6.6% +59.4% 171.8 112.9 160.4 70.8 H1 FY26 H1 FY27 H1 FY26 H1 FY27 Revenue +12.7% 273.3 242.7 H1 FY26 H1 FY27 Domestic Exports H1 FY26 H1 FY27 Revenue Split Across Geographies – Q2 FY27 In INR crores Domestic Exports Revenue - Mix -11.6% +41.6% 55.1 106.2 93.8 38.9 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Revenue +2.6% 145.3 148.9 Q2 FY26 Q2 FY27 Domestic Exports Q2 FY26 Q2 FY27 Key Financial Highlights – H1 FY27 In INR crores Revenue From Operations EBITDA Profit After Tax (PAT) +12.6% -13.0% -52.3% 273.3 242.7 36.5 31.8 21.1 10.0 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 Gross Profit Margin EBITDA Margin PAT Margin +93 bps -343 bps -500 bps 8.7% 32.8% 15.1% 11.6% 31.8% 3.7% H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 7 Key Financial Highlights – Q2 FY27 In INR crores Revenue From Operations EBITDA Profit After Tax (PAT) +2.5% -29.3% -65.7% 22.3 148.9 14.0 15.8 145.3 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Gross Profit Margin EBITDA Margin PAT Margin -21 bps -478 bps -640 bps 9.6% 33.6% 33.4% 15.4% 10.6% 3.2% Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 7 About Scoda Tubes Ltd Scoda Tubes Limited At A Glimpse • Fully integrated manufacturer of SS1 seamless and SS welded 37,156+ 20,000 products Sq. mtrs MTPA • These products are further categorised into: SS seamless Plot size of manufacturing Mother hollow capacity for pipes, SS seamless tubes, SS seamless "U" tubes, SS facility seamless products instrumentation tubes, SS welded tubes and "U" tubes • Supplies to customers engaging in multiple sectors like: Oil & gas, 20,068 334 chemicals, fertilisers, power, pharmaceuticals, automotive, and MTPA2 Production lines for seamless transportation3 products Seamless production capacity • Dedicated seamless and welded divisions at its manufacturing facility in Gujarat 1,020 2 • Certifications: ISO 9001:2015, ISO 14001:2015 and ISO 45001:20182 MTPA Production lines for welded • Follow internationally recognized standard manufacturing products Welded production capacity practises, incl. ASTM, ASME and EN standards • Products sold to Europe are certified under PED 2014/68/EU In INR crores and ADW/AD 2000 - Merkblatt – WO Particulars FY26 FY25 FY24 FY23 • Additional accreditation: DNV-CP-0252, DNV Marine and Indian Boiler Regulation Revenue From Operations 518.7 484.9 399.9 305.1 Y-o-Y growth 7.0% 21.3% 31.0% 3 YEAR CAGR (FY23-FY26) Gross Profit 165.4 148.5 137.9 92.5 Gross Margin 31.9% 30.6% 34.5% 30.3% 19% 30% 55% EBITDA 76.2 78.1 58.8 34.8 Revenue EBITDA PAT EBITDA Margin 14.7% 16.1% 14.7% 11.4% from operations PAT 38.8 31.7 18.3 10.3 PAT Margin 7.5% 6.5% 4.6% 3.4% 1. Stainless steel | 2. Metric tonnes per annum | 3. Includes railways | 4. 25 Pilgers & 8 Draw Benches A Compounding Story With Significant Milestones (1/2) Received vendor approval from BHEL’s1 Received vendor HEEP2 Haridwar facility approval from EIL7 Incorporated for product supply for product supply the company 2010 2013 2017 2008 2012 2014 Commenced • Received vendor approvals from • Started product supplies exports of our GNFC3 and IFFCO4 for product supply to Department of Atomic products at their Kandla and Kalol units Energy, GoI8 • Registered as KRIBHCO’s5 approved • Received vendor vendor for product supply approval from BHEL’s • Received HPCL’s6 approval for product Hyderabad facility for supply product supply 1. Bharat Heavy Electricals Limited | 2. Heavy Electrical Equipment Plant | 3. Gujarat Narmada Valley Fertilizers and Chemicals Limited | 4. Indian Farmers Fertilizer Cooperative Limited | 5. Krishak Bharati Cooperative Limited | 6. Hindustan Petroleum Corporation Limited | 7. Engineers India Limited | 8. Government of India A Compounding Story With Significant Milestones (2/2) • Started product supplies to • Started supplying products to • Started supplying products to key entities Triveni Turbine Laxmi Organics • Received BEML’s1 approval for • Started product supplies to key under Indian Railways: Eastern and Northeastern • Increased total product supply entities under Indian Railways: • Received vendor approval Banaras Locomotive Works, Rail Railways seamless • Achieved production capacity to from BHEL’s Bhopal and Jhansi Coach Factory, Western Railway capacity of 11,088 MT/year 20,000 MTPA facility for product supply and Central Railway 2019 2023 2025 2027E 2018 2022 2024 2026 • Trademarked • Started supplying products to NTPC3, Bilaspur • Listed on NSE & • Increasing ‘Scoda Tubes • Started supplying products to key entities under BSE welded Limited’ to build Indian Railways: Modern Coach Factory & • Raised INR 220 capacity by brand equity and Chittaranjan Locomotive Works crores through 12,000 MTPA protect IP2 • Received certificate for implementing QMS4 in public issue accordance with ISO 9001:2015 • Received certificate for implementing EMS5 in acco [Showing first 8,000 characters — download PDF for full document]