ALFA Finder| 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
- ₹54.93
- Market cap
- ₹1,063 Cr
- Revenue (annual)
- ₹1,090 Cr
- Net profit (annual)
- ₹91.33 Cr
- P/E (TTM)
- 10.4×Sector 17.1×
- Promoter holding
- 39.04%+1.30% QoQ
- FII holding
- 8.70%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 Board Meeting Date
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Tembo Global Industries Convertible Warrants
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Tembo Global Industries Preferential Issue
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Tembo Global's subsidiary inaugurated a new defence-products factory unit in Amravati on 22 Oct 2026. No production-start date or capex figure was disclosed.
Tembo Global Industries Other Announcement
Tembo Global Industries Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026. This is a standard regulatory disclosure under Regulation 31.