Sambhv Steel Tubes Limited has informed the exchange regarding the Transcript of Earning Conference Call held on August 04, 2026

August 08, 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: Transcript of the Conference Call held on August 04, 2026 This is with reference to our intimation dated July 30, 2026 regarding Conference Call with investors and analysts on August 04, 2026 (Tuesday) 05:00 PM IST to discuss the Unaudited Financial Results of the Company for the quarter ended June 30, 2026. In terms of the provisions of Regulations 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Please find attached the transcript of the aforesaid conference call. This above information is also available on the website of the Company https://www.sambhv.com/investor-information.php. Thanking you, For, Sambhv Steel Tubes Limited Niraj Shrivastava (Company Secretary and Compliance Officer) Membership No. F8459 “Sambhv Steel Tubes Limited Q1 FY27 Earnings Conference Call” August 04, 2026 MANAGEMENT: MR. VIKAS KUMAR GOYAL – MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER – SAMBHV STEEL TUBES LIMITED MS. ANU GARG – CHIEF FINANCIAL OFFICER – SAMBHV STEEL TUBES LIMITED MR. BIKASH AGRAWAL –EXECUTIVE DIRECTOR & CHIEF STRATEGY OFFICER – SAMBHV STEEL TUBES LIMITED MR. PRACHAL KOTHARI – SENIOR MANAGER, CEO OFFICE & INVESTOR RELATION – SAMBHV STEEL TUBES LIMITED MODERATOR: MR. SAHIL SANGHVI – MONARCH NETWORTH Page 1 of 19 Sambhv Steel Tubes Limited August 04, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Sambhv Steel Tubes Limited Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing * then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Sahil Sanghvi. Thank you and over to you, sir. Sahil Sanghvi: Thank you, Shruti. Good evening, everyone. Welcome to the Sambhv Steel Tubes Limited earnings call to discuss Q1 FY27 performance. Before we begin, we would like to remind you that today's discussion may include certain forward-looking statements, which should be considered in the light of risks and uncertainties outlined by the company. Joining us on the call today, we have Mr. Vikas Kumar Goyal, Managing Director and CEO; Ms. Anu Garg, Chief Financial Officer; Mr. Bikash Agarwal, , Executive Director and CSO; Mr. Prachal Kothari, Senior Manager - IR and CEO Office. We would like to congratulate the whole management, the whole team at Sambhv for a very impressive set of numbers. I now invite Mr. Vikas Goyal to take us through the business outlook and key financial highlights, following which we will open the floor for question-and-answers. Thank you and over to you, Vikas-ji. Vikas Kumar Goyal: Thank you, Sahil. Good evening, everyone. Thank you for joining us for Q1 FY27 Earnings Call. I hope you have had the opportunity to go through our financial results and investor presentation, which are available on the exchanges. Today, I will take you through the key strategic developments, operational progress, and financial performance, followed by the Q&A session. I am pleased to share that Sambhv has delivered a strong start to FY27, recording healthy growth across all key operational and financial parameters. Sambhv delivered its highest ever quarterly financial performance, with growth of revenue by 31%, EBITDA by 31%, and PAT by 70%. Our performance reflects the strength of our integrated operations, timely execution, and the continued focus on value-added products. Before discussing our operational and financial performance in detail, I would like to share a few key strategic developments during this quarter. We continue to make steady progress on our capacity expansion roadmap and remain on track to increase our total finished product capacity from 0.68 million tons per annum to over 2 million tons per annum by 2030. Our greenfield and brownfield expansions are progressing well. We are pleased to announce the successful completion of brownfield expansion of our stainless- steel CR coil facility at Kuthrel Unit 2. Our debottlenecking initiative has doubled our production capacity from 58,000 tons per annum to 1,16,000 tons per annum. With the consent to operate now in place, we look forward to utilizing this expanded capacity from this year onwards. Our Greenfield project at Kesda and Kuthrel Unit 2 continue to progress well and remain on track for commissioning in Q4 FY27. We continue to make steady progress in our project execution, with all orders placed and civil work progressing on schedule. Our board has Page 2 of 19 Sambhv Steel Tubes Limited August 04, 2026 approved installation of 8-megawatt captive behind-the-meter rooftop solar power plant at Kuthrel facility. This INR25 crores investment will reduce our power cost and increase the use of renewable energy. The board has also approved a preferential issue of fully convertible warrants raising up to INR100 crores to support our growth plan. The proceeds will be used to fund capacity expansion, strengthen working capital, invest in our wholly owned subsidiary Sambhv Tubes Limited, and meet general corporate purpose. During the quarter, we secured product approvals from leading government organizations, including Engineers India Limited and Chennai Metro Rail Limited. We also signed 18 new MoUs under the Sambhv co-branding initiative for stainless steel pipe making, now taking total base to 28 partners. Coming to our operational performance, we delivered another strong quarter with healthy capacity utilization. During this quarter, Sambhv achieved its highest ever sales volume of value- added products, with strong contribution across all segments. Sales volume grew by 16% year- on-year, while value-added products volume increased by 27% year-on-year. This reflects our continued focus on superior product mix and higher margin value-added products and resulted in 19% year-on-year increase in EBITDA to INR10,000 per ton, excluding sponge iron sales. Coming to the financial performance, this quarter marked our highest ever revenue, EBITDA, and PAT performance. Achieved revenue of INR732 crores, total EBITDA of INR100 crores, and PAT of INR56 crores. EBITDA margin remained strong at 13%, while PAT margin improved to over 7%, reflecting the benefit of high realization in value-added products. Looking ahead, we remain confident in our growth outlook, supported by expansion roadmap, integrated manufacturing platform, and increased focus on value-added products. Sambhv is well-positioned to capitalize on future growth opportunities. We remain committed to delivering sustainable growth and creating long-term value for our stakeholders. As we always say, "Sambhv hai, toh sab sambhv hai." That's all from me. I would now request to open the floor for Q&A. Thank you. Moderator: Thank you very much. We will now begin the question-and-answer session. The first question is from the line of Kushal Goenka from Mangal Keshav Financial Services. Please proceed. Kushal Goenka: Yes, hi sir. Congratulations on a great set of numbers. My only question is, so Sambhv is a family run business comprising of multiple brothers and their children. My question is as and when the younger generation joins and the system gets bigger, what processes and checks have you placed in the organization that make sure that the family as a whole remain tightly fragile, conflict does not arise, and hence no internal harm can cause the business to break in the long term? Vikas Kumar Goyal: Yes, hi. Very good question. So basically, you have asked a question related to our future planning, succession planning, whi [Showing first 8,000 characters — download PDF for full document]