Investor Presentation

Date: August 13, 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 Q1 FY27 Earnings Update for the Unaudited Standalone Financial Results of the Company for the Quarter ended on June 30, 2026 With reference to the captioned subject, kindly find enclose Investor Presentation on Q1 FY27 Earnings Update for the Unaudited Standalone Financial Results of the Company for the Quarter ended on June 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. For, SCODA TUBES LIMITED Jagrutkumar Rameshbhai Patel Managing Director DIN: 06785595 Scoda Tubes Limited Survey Nos.: 2437, 2442, 2443, 2446, Ahmedabad-Mehsana highway, Village: Rajpur, Tal. Kadi, Dist. Mehsana, Gujarat, India, 384440. Phone: + 91 2764 278 278 | Email: info@scodatubes.com | sales@scodatubes.com Web: www.scodatubes.com THE BRAND YOU CAN TRUST CIN NO.: U28110GJ2008PLC055392 Investor Presentation Q1 FY27 Earnings Update Agenda 01 Performance Update 02 About Scoda Tubes Limited 03 Sustainable Moats 04 Growth Strategy 05 Industry Overview 06 Select Financial Information Shaping a A SUSTAINABLE TOMORROW 07 Annexure Performance Update Performance Snapshot – Q1 FY27 Revenue from INR 124.3 crores Cashflow from INR -13.8 crores Operations (+27.6% y-o-y) Operations (vs 18.4 crores in FY25) INR 39.8 crores 32.0% Gross Profit Gross Profit Margin (+40.0% y-o-y) (vs 29.2% in Q1 FY26) INR 16.0 crores 12.9% EBITDA1 EBITDA Margin (+12.6% y-o-y) (vs 14.6% Q1 FY26) INR 5.3 crores 4.2% Profit After Tax (PAT) PAT Margin (-25.9% y-o-y) (vs 7.3% in Q1 FY26) 9.9% 0.3x Return on Equity (ROE) Net Debt/Equity (vs 21.1% in FY25) (vs 1.1x in FY25) 97 days 211 days Debtor Days Cash Conversion Cycle (vs 76 days in FY25) (vs 164 in FY25) 1. Earnings before interest, taxes, depreciation, and amortization Chairperson & Executive Director’s Commentary “During the quarter, our performance was impacted by a series of temporary operational and external challenges arising from an evolving geopolitical environment. Global supply chain disruptions resulted in increased freight costs and volatility in raw material prices, while our advance order booking cycle of approximately three to four months limited our ability to immediately pass on higher input costs to customers. Operationally, our manufacturing facility also experienced a temporary disruption in gas supply during April, affecting production for a couple of weeks. In addition, manpower availability remained challenging during the quarter, further impacting operational efficiency. While these headwinds weighed on our quarterly performance, they were largely transient in nature. We have taken the necessary corrective measures to stabilize operations, and with gas supply restored, supply chains normalizing, and execution gaining momentum, we remain confident in our ability to improve operational performance in the coming quarters. We remain committed to achieving our FY27 guidance as operations continue to stabilize and production ramps up at our seamless facility. Additionally, our capacity expansion in the welded segment is progressing as planned and is expected to be commissioned during H2 FY27, further strengthening our manufacturing capabilities and supporting future growth. Our long-term fundamentals remain robust, underpinned by a healthy order pipeline, a diversified customer base, and our continued focus on operational excellence, capacity expansion, and creating sustainable value for all stakeholders.” Mr. Samarth B Patel Chairman & Executive Director Revenue Split Across Geographies – Q1 FY27 In INR crores Domestic Exports Revenue - Mix +1.5% +81.5% 57.9 65.5 66.5 31.9 32.8% 46.6% Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Revenue 67.2% 53.4% +27.6% 124.3 97.4 Q1 FY26 Q1 FY27 Domestic Exports Q1 FY26 Q1 FY27 Key Financial Highlights – Q1 FY27 In INR crores Revenue From Operations EBITDA Profit After Tax (PAT) +27.6% +12.6% -25.9% 124.3 97.4 16.0 14.2 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Gross Profit Margin EBITDA Margin PAT Margin +283 bps -172 bps -305 bps 7.3% 32.0% 14.6% 12.9% 4.2% 29.2% Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 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 Triveni Turbine Laxmi Organics • Started supplying products to • Increased • Received BEML’s1 approval for • Started product supplies to key key entities under Indian total product supply entities under Indian Railways: Railways: Eastern and seamless • Received vendor approval from Banaras Locomotive Works, Northeastern Railways capacity to BHEL’s Bhopal and Jhansi Rail Coach Factory, Western • Achieved production capacity 20,000 MTPA facility for product supply Railway and Central Railway of 11,088 MT/year 2019 2023 2025 2018 2022 2024 2026 • Started supplying products to NTPC3, Bilaspur Trademarked • Listed on NSE & BSE • Started supplying products to key entities under Indian ‘Scoda Tubes • Raised INR 220 Railways: Modern Coach Factory & Chittaranjan Limited’ to build crores through Locomotive Works brand equity and public issue • [Showing first 8,000 characters — download PDF for full document]