Tube Investments of India Limited — Q1FY27 earnings call summary

Filed 20 August 2026 · Official transcript

Steel price inflation caused margin pressure; full price recovery expected in coming quarters
Capex Rs.350 Cr planned for TI, Rs.100 Cr for Shanthi Gears in FY27
CDMO 200KL reactor commissioned; commercial inspection expected next financial year
EV segment volumes up; losses reduced; one business breakeven expected FY27, two in FY28
Q1 FY2027 standalone revenue Rs.2,366 Cr +18% y-y; PBT Rs.213 Cr vs Rs.222 Cr y-y; ROIC 41% vs 39%
Engineering segment revenue Rs.1,566 Cr +21% y-y; EBIT stable at Rs.153 Cr
Metal Formed Products revenue Rs.408 Cr +11.5% y-y; EBIT Rs.28 Cr vs Rs.37 Cr y-y
Mobility revenue Rs.250 Cr +26% y-y; EBIT Rs.9 Cr vs Rs.7 Cr y-y