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Earnings Call Transcript

Tempsens Instruments (India) Earnings Call Transcript: Key Takeaways

Tempsens delivered strong Q1 FY27 revenue growth of 33%, led by exports and electrical heating, despite temporary margin contraction due to strategic headcount investments and consolidation of new subsidiaries.

Guidance and delivery
Management target Revenue 27.0% FY27
Highlights
Revenue growth33% YoY growth to ₹118 Cr, driven by exports and heating.
MarginsCompressed 330 bps YoY to 22% due to expansion costs.
Order bookTypically 4-4.5 months; visibility up to 12 months for OEMs.
Demand visibilityStrong, specifically in new-age sectors like fuel cells and semiconductors.
Management confidenceHigh, focused on mid-term scale via OEM partnerships and new plants.

Growth

Revenue grew 33% YoY; exports surged 78% and electrical heating jumped 148%. Strategic OEM pivots are driving scale.

Outlook

Expects revenue growth in line with 27% 3-year CAGR and margin recovery in H2 FY27.

Risks

EBITDA margins compressed 330 bps YoY to 22% on higher employee costs and subsidiary integration. Export timing remains lumpy.

Source

Earnings Call Transcript filed with NSE, NSE: TEMPSENS. Summary written with AI assistance from the document.

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Tempsens Instruments (India) Ltd: key numbers

Share price
₹531.05
Market cap
₹4,452 Cr
Revenue (annual)
₹444.9 Cr
Net profit (annual)
₹67.35 Cr
Promoter holding
65.67%
FII holding
3.27%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Board Meeting Date

Tempsens Instruments (India) Board Meeting Date

Tempsens Instruments (India) Ltd has scheduled a board meeting for September 16, 2026, to consider and approve the unaudited financial results for the quarter ended June 30, 2026.