| Revenue growth | Guidance suggests YoY and QoQ growth for Q1. |
|---|---|
| Margins | Anticipating expansion as SG&A growth tapers relative to GTV. |
| Demand visibility | Strong recovery in non-impacted markets; Middle East catching up. |
| Management confidence | Cautiously optimistic pending geopolitical normalcy. |
Growth
Reported YoY growth in revenue and profit despite a 'washout' March due to war; Jan-Feb saw high-20% GP growth.
Outlook
Expect Q1 FY27 to beat Q4 FY26; Classic Vacations integration by Q3 2026; long-term growth aspiration >20%.
Risks
Geopolitical instability in key markets like Israel and Middle East; currency volatility in LATAM (Brazil).
Last quarter's promises, checked
Delivered
- Guided SG&A growth to taper in Q4 → delivered expansion as SG&A growth slowed (= BEAT)
- Guided Q4 top line growth > Q3 due to seasonality → delivered QoQ growth (= BEAT)
- Guided air GTV momentum to continue in Q4 → delivered double-digit growth (= BEAT)
Partly delivered
- Guided Classic Vacations integration to show early cross-sell → delivered TBO-to-CV only (= PARTIAL)
Earnings Call filed with NSE, NSE: TBOTEK. Summary written with AI assistance from the document.
TBO Tek Ltd: key numbers
- Share price
- ₹1,696.90
- Market cap
- ₹18,426 Cr
- Revenue (annual)
- ₹2,677 Cr
- Net profit (annual)
- ₹244.3 Cr
- P/E (TTM)
- 69.6×Sector 37.2×
- Promoter holding
- 44.41%+0.00% QoQ
- FII holding
- 28.93%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from TBO Tek Ltd
All →TBO Tek Investor Presentation: Key Takeaways
TBO Tek reported Q1 FY27 results, showing resilience with growth in revenue and EBITDA despite Middle East geopolitical disruptions impacting travel corridors.
TBO Tek Q1 FY27 Results: Net Profit ₹83.4 Cr, Up 32.4% YoY
TBO Tek Ltd reported revenue from operations of ₹925.8 Cr (+81.1% YoY) and net profit of ₹83.4 Cr (+32.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹83.4 Cr · +32.4% YoY
TBO Tek Earnings Call: Key Takeaways
TBO Tek Q4 FY26 Investor Presentation highlights global expansion into premium outbound travel and strong top-line growth driven by recent acquisitions like Classic Vacations.
TBO Tek Q4 FY26 Results: Net Profit ₹60.1 Cr, Up 2.0% YoY
TBO Tek Ltd reported revenue from operations of ₹814.4 Cr (+82.6% YoY) and net profit of ₹60.1 Cr (+2.0% YoY) for Q4 FY26.
- Key figure
- Net profit ₹60.1 Cr · +2.0% YoY