| Revenue growth | Standalone: 18% YoY; Engineering: 21% YoY; Mobility: 26% YoY. |
|---|---|
| Margins | Temporary compression due to steel price lag; expecting double-digit EBIT improvement. |
| Order book | Confirmed order book for 4x2 tractor trailers; seeding tipper volumes. |
| Demand visibility | Bullish demand outlook for engineering segment over next 1-2 quarters. |
| Management confidence | High on margin normalization and steel price recovery in coming quarters. |
Growth
Standalone Revenue: Rs.2,366 Cr (+18% YoY). PBT: Rs.213 Cr (-4% YoY). Engineering revenue grew 21%.
Outlook
Planned FY27 Group Capex of Rs.600-700 Cr. Targeted 20% revenue growth for TI Medical business.
Risks
Steel price inflation and fuel/freight costs impacted margins; global cell supply chain bottlenecks noted for EV segment.
Last quarter's promises, checked
Delivered
- Guided 20% TI Medical growth -> delivered 20% (= BEAT)
- Guided Q1 FY27 SCV ramp-up -> delivered highest ever SCV volumes (= BEAT)
- Guided Engineering growth in line with Q4 -> delivered 21% YoY (= BEAT)
Partly delivered
- Guided Rs.300-350Cr standalone capex -> delivered group capex plan Rs.600-700Cr (= PARTIAL)
- Guided Q1 recovery of supply chain issues -> delivered seeding phase for tippers/autos (= PARTIAL)
Missed
- Guided margin protection -> delivered PBT -4% YoY (= MISS)
Investor Presentation filed with NSE, NSE: TIINDIA. Summary written with AI assistance from the document.
Tube Investments of India Ltd: key numbers
- Share price
- ₹2,388.00
- Market cap
- ₹46,225 Cr
- Revenue (annual)
- ₹22,847 Cr
- Net profit (annual)
- ₹636.8 Cr
- P/E (TTM)
- 76.2×Sector 31.7×
- Promoter holding
- 43.93%-0.11% QoQ
- FII holding
- 22.35%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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- Key figure
- Net profit ₹294 Cr · -3.0% YoY