SCODATUBES

What Scoda Tubes promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 15 tracked 1 delivered 4 missed 10 open
  • Seamless Production Capacity delivered said Q4 FY25 Promised: 20,068 MTPA operational by August or September (H2 FY26) Q4 FY26: Seamless capacity increased to 20,000 MTPA in FY26. The target was met within the delayed timeline.
  • EBITDA Margin missed said Q4 FY25 Promised: 15% to 16% range Q4 FY26: FY26 full-year EBITDA margin was 14.7%, falling short of the guided range. New guidance for FY27 is 14-15%.
  • Welded Production Capacity delayed said Q4 FY25 Promised: 13,150 MTPA operational by Q1 FY27 Q4 FY26: Project delayed due to geopolitical situation and logistic challenges. Equipment delivery now expected July-August, with operations starting H2 FY27.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 15 tracked commitments for Scoda Tubes — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens