BSECompany Update3 Aug 2026 · 3 Aug 2026, 09:37 pm

Investor Presentation for quarter ended June 30, 2026

Sambhv Steel Tubes Ltd · 544430

✦ AI Summary▲ PositiveResults

Sambhv Steel Tubes Ltd has announced its unaudited standalone financial results for the quarter ended June 30, 2026, with revenue, EBITDA, and PAT growing by 31%, 31%, and 70% YoY, respectively. The company has also provided an update on its future roadmap, including capacity additions and strategic growth drivers.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Sambhv Steel Tubes Ltd - 544430 - Announcement under Regulation 30 (LODR)-Investor Presentation

Attachments (1)

📄

8ac69c55-8776-42b6-8d32-a14e928b0a6a.pdf

pdf

Download →
View document text
August 03, 2026 To To Listing Compliance Department Listing Compliance Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra Kurla Complex, P J Towers, Dalal Street, Bandra (East), Mumbai– 400051 Mumbai - 400 001 Symbol: SAMBHV Scrip Code: 544430 Dear Sir/Madam, Sub.: Investor Presentation on Unaudited Standalone Financial Results for the quarter ended June 30, 2026 Pursuant to the provisions of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed an Investors’ Presentation, specifying on the standalone financial performance for the quarter ended June 30, 2026. This disclosure along with the enclosures shall be made available on the website of the Company at: https://www.sambhv.com/financial-performance.php This is for your information and records. Thanking you, For, Sambhv Steel Tubes Limited Niraj Shrivastava (Company Secretary and Compliance Officer) Membership No. F8459 SAMBHV STEEL TUBES LIMITED Q1FY27 Investor Presentation, August 2026 Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sambhv Steel Tubes Limited (the “Company”) solely for the information purposes and do not constitute any offer, recommendation or invitationtopurchaseorsubscribeforanysecurities,andshallnotformthebasisorbereliedoninconnectionwithany contractorbindingcommitmentwhatsoever.NoofferingofsecuritiesoftheCompanywillbemadeexceptbymeansofa statutoryofferingdocumentcontainingdetailedinformationabouttheCompany. Certain statements in this presentation concerning our future growth prospects are forward looking statements which involveanumberofrisksanduncertaintiesthatcouldcauseactualresultstodiffermateriallyfromthoseinsuchforward- looking statements. The risks and uncertainties relating to the statements include, but are not limited to, risks and uncertainties regarding fiscal policy, competition, inflationary pressures and general economic conditions affecting demand/supplyandpriceconditionsindomesticand internationalmarkets.Thecompanydoesnotundertaketoupdate anyforward-lookingstatementthatmaybemadefromtimetotimebyoronbehalfofthecompany. This Presentation has been prepared by the Company based on information and data which the Company considers reliable. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. The Companydoesnotmakeanypromisetoupdate/providesuchpresentationalongwithresultstobedeclaredinthecoming years. Table Of Content Q1FY27 Performance Highlights Business Overview DiversifiedProduct Portfolio KeyInvestment Thesis Future Outlook Management Commentary “Sambhv has commencedFY27 on a strong note, delivering its highest- everquarterlyfinancialperformance.Thecompanyrecordeditshighest- ever sales volume of value-added products, supported by better realizations and a richer product mix. During Q1FY27 the revenue, Op. EBITDA, and PAT grew by 31%, 31%, and 70% YoY, respectively, reflectingstrongexecutionandimprovedprofitability. Sambhv remains focused on strengthening its integrated manufacturing capabilities across structural tubes, stainless steel, and galvanized products.TheCompany'slong-termexpansionroadmapisprogressingas planned,withfinishedproductscapacitytargetedtoincreasefrom0.68 Million MTPA to more than 2 Million MTPA over the next 4–5 years. Backed by ongoing capacity additions, improving operating efficiencies, and a growing share of value-added products, Sambhv remains well positioned to drive long-term growth and strengthen its market Mr.Suresh Kumar Goyal position.” Chairman& Managing Director Q1FY27 Performance Highlights Q1FY27 - Key Strategic Updates Received product approval from Consent to Establish (CTE) granted leading government organizations for Stainless-steel CR coil facility of including, Engineers India Limited, 1,18,000 MTPA at KuthrelUnit II Chennai Metro Rail Limited Achieved its highest-ever sales Consent to Operate (CTO) granted for Executed 18 new MoU with Stainless- volume for Value Added Products, doubling the Stainless-steel CR coil steel pipe partners under “Sambhv” with strong contribution across all Capacity from 58,000 MTPA to 1,16,000 co-branding initiatives, taking total segments MTPA at Kuthrel MoU count to 28 partners Q1FY27 at a Glance Key Financial Highlights INR 7,322 Mn INR 1,001 Mn INR 952 Mn INR 566 Mn INR 10,002 Revenue Total EBITDA Operating EBITDA PAT Op. EBITDA / T (Ex. Sponge Iron) INR 9,355 INR 922 Mn 1.00x 21.92% 21 Days Op.EBITDA / T Cash Flow from Operations** Net Debt / Op. EBITDA* ROCE* Working Capital Cycle* Key Operational Metrics Intermediate Products Structural Pipes & Tubes Stainless Steel Pre-Galvanized Coils & Pipes Total Volume (Sponge Iron, Slabs, HR/CR Coils) (ERW Black Pipes, CRFH Pipes) (Slabs, HR Coils, CR Coils) (Coils, Pipes) Production Volume# Production Volume# Production Volume# Production Volume# Production Volume# 334,439 MT 183,866 MT 55,724 MT 42,424 MT 52,425 MT (Sponge Iron, Slabs, HR Coils) (ERW Black Pipes, CRFH Pipes) (CR Coils) (Coils, Pipes) Total Sales Sales Volume^ Sales Volume^ Sales Volume^ Sales Volume^ Sales Volume^ 6,580 MT 56,617 MT 14,760 MT 29,814 MT 107,771 MT Note -All figures show Standalone Financial Performance; *as on 30th June’26, annualized basis **as on 30thJune’26; #Production Volume includes the quantity used for captive consumption;^Sales Volume figures include certain sales that are not reorganised as Revenue. Future Roadmap – Vision 2030 Building Scale, Driving Integration and Creating Long Term Value Finished Product Capacity Addition (Metric Ton Per Annum) Strategic Growth Drivers 2,032,000 Undertaking Greenfield expansion at Kesda & Kuthrel Unit-II to add 1.2 MMTPA finished product capacity in phased manner; Phase-I includes 0.36 MMTPA Stainless-steel Coils production capacitywithestimatedCAPEXofINR8,100Million,targetedfor commissioningbyQ4FY27 Settingupround-the-clock25MWPowerPlantatKesdainPhase-I to enhance cost efficiency with estimated CAPEX of INR 1,250 1,200,000 Million,targetedforcommissioningbyQ4FY27 Adding round-the-clock 30 MW Power Plant at Sarora Unit-III, Raipur to improve cost efficiency and reduce dependency on 150,000 externalpowersourceswithestimatedCAPEXofINR1,500Million 682,000 Settingup8 MWCaptiveBehind-the-meterRooftop SolarPower PlantatKuthreltoreducedependencyonexternalpowersources and increase the use of renewable energy with an estimated Existing Capacity ERW Pipes and Tubes SS & MS VAP Post Expansion Capacity CAPEXofINR250Million UndertakingbrownfieldexpansionofERWPipes&Tubesthrough Finished Products Brownfield Expansion Greenfield Expansion DFT route, adding 1,50,000 MTPA capacity with an estimated CAPEXofINR500Million Master Plan for Phased Capacity Build-Up From Ground to Structure: On-Site Execution Progress Captive Power Plant –25MW SMS, Hot Rolling Mill and HRAP Line Stack HRM & HRAP shed Air-Cooled Condenser Building (Total Height (Total Height –26.75mtr.) –120 mtr.) Boiler Building & ESP Internal Road Turbine Building (Total Height – 26mtr.) A-Frame installed Turbine installed Roughing & Finishing Stand Foundation Note –The above images were clicked on July26, 2026 From Plan to Progress: Execution Schedule and Status Target Target Division WorkDescription Current Status Division Work Description Current Status Timeline Timeline Project Office & Labour Quarter Construction Completed Key Machineries Ordering Q4FY26 Completed 11KV Line for Construction Work Q3FY26 Completed Hot Civil Work for Technological Structure Q2FY27 ~80% Completed Civil Work for Static Building Structure ~90% Completed Weigh Bridge-1 Completed Rolling Equipment Erection ~20% Completed Main Gate and Security Office Completed Mill Q3FY27 Q2FY27 ElectricalandInstrumentation Ongoing Common External Boundary Wall & Fencing Completed Testing [Showing first 8,000 characters — download PDF for full document]