| Management target | Revenue 46.8% FY27 |
|---|
| Revenue growth | 21.9% YoY growth in Q1FY27. |
|---|---|
| Margins | EBITDA margin expanded to 16.3% due to better engineering mix. |
| Order book | Exceeding INR 1,500 Crores for Engineering & EPC. |
| Demand visibility | Strong bidding pipeline of over INR 2,400 Crores. |
| Management confidence | Confident in achieving INR 1,600 Cr FY27 revenue guidance. |
Growth
Revenue rose 21.9% to INR 302.4 Cr; PAT surged 55.3% to INR 31.2 Cr. EBITDA margin expanded 493 bps to 16.3%.
Outlook
FY27 revenue guidance of INR 1,600 Cr. Major capacity expansion to 1,00,000 MTPA commissioned at Vasai facility.
Risks
Elevated working capital days (94 days) due to extended credit periods in EPC projects.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue Rs. 1,090 Cr → delivered Rs. 1,090 Cr (= BEAT)
- Guided Vasai capacity to 1,00,000 MTPA → delivered 1,00,000 MTPA (= BEAT)
- Guided shift to margin-accretive segments → delivered 16.3% EBITDA margin (= BEAT)
Partly delivered
- Guided Solar commissioning by end of Q2 FY27 → Ongoing (= PARTIAL)
Investor Presentation 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.