ALFA Finder| 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
- ₹1,576.80
- Market cap
- ₹17,122 Cr
- Revenue (annual)
- ₹2,677 Cr
- Net profit (annual)
- ₹244.3 Cr
- P/E (TTM)
- 62.7×Sector 35.3×
- Promoter holding
- 44.41%+0.00% QoQ
- FII holding
- 22.52%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 Other Announcement
TBO Tek Limited announced that its Registrar and Share Transfer Agent, KFin Technologies Limited, is shifting its corporate office to a new location in Hyderabad effective December 01, 2026.
TBO Tek Earnings Call Transcript: Key Takeaways
Q2 FY27: GTV +16%, registered habitat +27%, organic international +28%. Management concedes October demand pressure and a tough Q3, and gives no numeric guidance.
TBO Tek Results Update
TBO Tek reported strong Q2 FY27 results, with revenue up 53% year on year and adjusted EBITDA up 47%. Gross travel value rose 31% year on year.
TBO Tek Business Update
TBO Tek's shareholder letter reports organic gross profit up 21% YoY and Adj. EBITDA up 36% for Q2 FY27. Monthly transacting buyers rose 17.4% to a record 14,449.
TBO Tek Q2 FY27 Results: Net Profit ₹76 Cr, Up 12.6% YoY
TBO Tek Ltd reported revenue from operations of ₹865.6 Cr (+52.5% YoY) and net profit of ₹76 Cr (+12.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹76 Cr · +12.6% YoY
TBO Tek Board Meeting Date
TBO TEK scheduled a board meeting on 2 Nov 2026 to approve Q1/H1 FY27 results. Trading window remains closed till 4 Nov 2026.