| Management target | Revenue FY27 |
|---|
| Revenue growth | Revenue grew 21.9% YoY to ₹302 Cr, led by EPC shift. |
|---|---|
| Margins | EBITDA margins expanded 493 bps to 16.3% due to high-margin mix. |
| Order book | ₹1500 Cr order book with ₹2400 Cr in active bidding pipeline. |
| Demand visibility | Robust across oil, gas, water infrastructure, and defense sectors. |
| Management confidence | Aggressive and highly optimistic across multiple new business verticals. |
Growth
Revenue grew 21.9% YoY to ₹302 Cr; PAT surged 55.3% to ₹31 Cr, driven by segment mix shift.
Outlook
Guiding ₹1600 Cr revenue for FY27; Defense/Aerospace aiming for ₹100 Cr and 35% PAT margins.
Risks
Substantial debt (₹400 Cr existing + ₹250 Cr planned) and long-lead defense/aerospace execution cycles.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue ₹1,090 Cr → delivered ₹1,090 Cr (= BEAT)
- Guided FY26 EBITDA growth 55.4% → delivered 55.4% (= BEAT)
- Guided FY26 PAT growth 79.7% → delivered 79.7% (= BEAT)
Partly delivered
- Guided ₹1,548 Cr order book → delivered ₹1,500 Cr (= PARTIAL)
Earnings Call Transcript 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.