Tube Investments of India Ltd (BOM:540762)

Q4 2026 Tube Investments of India Ltd Earnings Call Transcript

May 13, 2026 / 11:00 AM GMT

Release Date Price: ₹2940.65 (-0.41%)

Transcript

Key Points

Positve

Tube Investments of India Ltd (NSE:TIINDIA) reported a significant increase in revenue for Q4 FY26, reaching INR2,279 crore compared to INR1,957 crore in the same period the previous year.
The company's Engineering business showed strong performance with a revenue increase to INR1,499 crore from INR1,229 crore in the previous year, indicating robust growth.
The Mobility business experienced a notable revenue increase for the full year, reaching INR783 crore compared to INR671 crore in the previous year.
The company maintained a high Return on Invested Capital (ROIC) of 44% for the year ended March 31, 2026.
Tube Investments of India Ltd (NSE:TIINDIA) has a strong order book for electric vehicles, particularly in the heavy truck segment, indicating future growth potential.

Negative

The Metal Formed Products segment showed sluggish growth with a slight decrease in profit before interest and tax for the quarter compared to the previous year.
The company faces challenges in the macro environment, including commodity price increases and fuel price inflation, which could impact margins.
The railway business is still in the product development stage, with no significant scale-up expected in the immediate future.
The three-wheeler business faced supply chain issues, impacting production capacity and sales in Q4.
The medical devices segment experienced headwinds in the Middle East market, affecting its growth potential.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TBEI.NS - Tube Investments of India Ltd
Q4 2026 Tube Investments of India Ltd Earnings Call
May 13, 2026 / 11:00AM GMT

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Conference Call Participants
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* Joseph George
IIFL Finance Ltd - Analyst
* Rushabh Shah
RBSA Investment Managers - Analyst
* Salil Desai
Marcellus Investment Managers - Analyst

=====================
Presentation
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Operator [1]
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Ladies and gentlemen, good day, and welcome to the Tube Investments Q4 FY26 earnings call hosted by IIFL Capital Services Limited. (Operator Instructions) Please note this conference is being recorded. I now hand the conference over to Mr. Joseph George from IIFL Capital. Thank you, and over to you.

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Joseph George, IIFL Finance Ltd - Analyst [2]

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