SCODATUBES
Scoda Tubes Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
SCODATUBES
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹146 today
BEAR
₹115
-22%
26.2% a year · 14.1x exit
BASE
₹179
+23%
45.4% a year · 19.1x exit
BULL
₹260
+78%
61.6% a year · 24.9x exit
Where the market has priced it
9x23x today130x
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 26 Steel peers
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹6.48 (screener) |
|---|---|
| Guided growth | 45.4% a year, said on the call of 01-Jun-2026 · transcript |
| Read across as | operating: revenue growth x margin change — high confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 14.06x / 19.05x / 24.85x, this company’s own p20 / median / p80 across 26 filed years |
| Filed-industry peers | median 19.05x across 26 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
ebitda margin 15%revenue growth 25%generic growth 14%
Coming to FY27, we are expecting a 25% revenue growth with 14% to 15% EBITDA margins.
Call 01-Jun-2026 · bridge confidence high · transcript PDF