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Earnings Call

Tembo Global Industries Earnings Call: Key Takeaways

Tembo Global delivered transformational FY26 results with revenue rising 46.7% to ₹1,090cr. Growth was driven by Engineering Solutions and entry into Defense and Solar segments.

Why this was an Alfa AlertNot a filter event. FY27 revenue guidance of 47% is just below the 50% threshold for growth-based filter events.
Highlights
Revenue growth46.7% YoY for FY26; 26.3% YoY for Q4 FY26.
MarginsEBITDA margin expanded 74bps YoY to 13.1% in FY26.
Order bookRobust at ₹1,548 crore as of March 31, 2026.
Demand visibilityStrong bidding pipeline of over ₹2,256 crores.
Management confidenceHigh, targeting ₹1,600cr revenue for FY27.

Growth

FY26 Revenue grew 46.7% YoY; EBITDA increased 55.4% and PAT surged 79.7% to ₹98.2cr.

Outlook

FY27 Revenue guidance of ₹1,600cr (47% growth) driven by new 1,00,000 MTPA Vasai plant capacity.

Risks

Elevated working capital days (94) due to longer conversion timelines in EPC and engineering projects.

Source

Earnings Call filed with NSE, NSE: TEMBO. Summary written with AI assistance from the document.

Read the document ↗

Tembo Global Industries Ltd: key numbers

Share price
₹58.28
Market cap
₹1,128 Cr
Revenue (annual)
₹1,090 Cr
Net profit (annual)
₹91.33 Cr
P/E (TTM)
11.0×Sector 19.0×
Promoter holding
39.04%+2.66% QoQ
FII holding
8.25%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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16:29 IST NSE
Capital Structure Change

Tembo Global Industries Capital Structure Change

Tembo Global Industries Limited received NSE listing approval for 40,50,000 equity shares issued upon the conversion of warrants.

15:23 IST NSE
Other Announcement

Tembo Global Industries Other Announcement

Tembo Global received BSE in-principle approval to list existing equity shares on the BSE Main Board. This is an additional exchange listing with no new securities issued.

11:47 IST NSE
Partnership

Tembo Global Industries Partnership

Tembo Global Industries signs MoU with Lachaussee SA to build a 100-million-rounds ammunition line in India. Project valued at €50 million (₹545 Cr) with 2028-29 delivery.

Value
₹545.0 Cr
Execution
2028–2029
ammunition production capacity
100 million rounds/year
13:43 IST NSE
Other Announcement

Tembo Global Industries Other Announcement

Tembo Global Industries appointed M/s. Ramesh Chandra Bagdi & Associates as Secretarial Auditor for the financial year 2025-26.

18:04 IST NSE
Management Change

Tembo Global Industries Management Change

Tembo Global Industries Limited announced the resignation of its Secretarial Auditor, M/s D. M. Zaveri & Co., effective September 04, 2026.

17:46 IST NSE
Annual General Meeting

Tembo Global Industries Annual General Meeting

Tembo Global Industries held its Extra-Ordinary General Meeting on September 4, 2026. Shareholders considered the issue of 2,00,00,000 warrants via a special resolution.