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Investor Presentation

Tempsens Instruments (India) Investor Presentation: Key Takeaways

Q2 FY27 revenue ₹1,363.1mn (+34.0% YoY); H1 ₹2,550.2mn (+33.7%). H1 adjusted PAT ₹375.8mn (+17.0%). EBITDA margin compressed to 21.2% on cost inflation.

Highlights
MarginsH1 EBITDA margin 21.2% vs 25.2%; gross margin 45.7%.
Order bookPipeline not committed order book; no order book figure given.
Demand visibilityHealthy pipeline in thermal, nuclear, steel, glass; not committed orders.

Growth

Q2 revenue +34.0% YoY; H1 +33.7%. Temperature sensing +57.3%, electrical heating +44.1%, specialised cables +2% (H1).

Outlook

Units 6, 1 and 8 commissioning Q1–Q3 FY28; Victura plant from Q4 FY27. Peak revenue potentials explicitly not guidance.

Risks

Employee costs +40.7% YoY; Q2 EBITDA margin 20.4% vs 25.1%; inventory build; cable export timing; 36% of IPO proceeds unutilised.

Last quarter's promises, checked

Delivered

  • Rev growth ~27% (3-yr blended CAGR) → H1 +33.7%, partly acquisition-aided (= BEAT)

Partly delivered

  • EDGE pyrometers dispatch Q3 FY27 → launched; dispatch timing unverified (= PARTIAL)

Missed

  • Margin ~FY26 level → H1 EBITDA 21.2% vs 25.2% LY (= MISS)
  • Adj PAT growth ≈ revenue growth by FY-end → H1 adj PAT +17.0% vs rev +33.7% (= MISS)
  • H2 margin recovery → Q2 EBITDA 20.4% vs 25.1% LY (= MISS to date)
Source

Investor Presentation filed with BSE, NSE: TEMPSENS. Summary written with AI assistance from the document.

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Tempsens Instruments (India) Ltd: key numbers

Share price
₹492.10
Market cap
₹4,125 Cr
Revenue (annual)
₹444.9 Cr
Net profit (annual)
₹67.35 Cr
Promoter holding
65.67%
FII holding
2.66%Current quarter

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

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