Sambhv Steel Tubes Limited — Q2FY27 earnings call summary

Filed 03 November 2026 · Official transcript

Stainless steel seamless pipe capex INR150 Cr; 14,400 ton capacity by FY29, 15-16% EBITDA margin expected
FY28 sales target 5.5 lakh tons, EBITDA INR550 Cr; FY29 volume 7 lakh tons, EBITDA INR750 Cr
Debt/EBITDA ratio expected around 1.4-1.5x during capex cycle
Q2 FY27 revenue INR840 Cr, EBITDA INR105 Cr (12% margin), PAT INR61 Cr (7% margin)
FY27 EBITDA margin guidance revised upward to INR8,000-8,500 per ton
Working capital days improved to 4-5; target 20-25 days optimum
No delays in ongoing projects; Kesda plant on track for March 2027 commissioning
Value-added product volume up 27% y-y; operating cash flow INR213 Cr