ALFA Finder| 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
- ₹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.
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