| Revenue growth | 46.7% YoY in FY26; targeting ~40% growth in FY27. |
|---|---|
| Margins | Targeting 10-12% PAT margins for Group; 30-35% PAT in Defense. |
| Order book | ₹1,548cr current; bidding pipeline exceeds ₹2,200cr. |
| Demand visibility | Strong; infrastructure, oil/gas, and EPC tailwinds driving growth. |
| Management confidence | High; expressed confidence in achieving ₹20,000cr by 2030. |
Growth
FY26 Revenue: ₹1,090cr (+46.7% YoY); EBITDA growth: 55.4%; PAT growth: 79.7% due to enhanced operating leverage.
Outlook
FY27 revenue target ₹1,600cr (~40% growth); PAT margin target 10-12%; Long-term FY30 revenue goal of ₹20,000cr.
Risks
Potential delays in Solar/Defense commissioning; debt addition of ₹300-350cr for expansion; global geopolitical impacts on logistics.
Last quarter's promises, checked
Delivered
- Guided 35-40% FY27 growth → delivered 46.7% FY26 growth (= BEAT)
- Guided 10-12% PAT margin → delivered 10.4% 9M PAT margin (= BEAT)
- Guided 12-24 month order execution → delivered 46.7% revenue jump (= BEAT)
Partly delivered
- Guided ₹1,500cr order book → delivered ₹1,548cr (= PARTIAL)
Earnings Call filed with NSE, NSE: TEMBO. Summary written with AI assistance from 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.
More from Tembo Global Industries Ltd
All →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.
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.
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
Tembo Global Industries Other Announcement
Tembo Global Industries appointed M/s. Ramesh Chandra Bagdi & Associates as Secretarial Auditor for the financial year 2025-26.
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.
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.