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Earnings Call Transcript

Tempsens Instruments (India) Earnings Call Transcript: Key Takeaways

Revenue grew 33.7% YoY to ₹255 Cr, but EBITDA margins compressed from 25.2% to 21.2% due to acquisitions and front-loaded employee costs for upcoming capacity.

Guidance and delivery
Management target Revenue 33.0% FY27
Highlights
Revenue growth33.7% YoY to ₹255 Cr, inorganic boost from acquisitions.
MarginsCompressed to 21.2% EBITDA margin; targeting reversion to 24-25%.
Order book3-4 months for traditional business; 1-2 years for OEM segments.
Demand visibilityStrong pipeline in thermal power, glass, and emission control sectors.
Management confidenceBalanced; focused on long-term capacity utilization and OEM ramp-ups.

Growth

Exports more than doubled to 37% of revenue, driven by European acquisitions and 45% organic export growth.

Outlook

Five capacity expansion projects totaling ₹500 Cr peak revenue potential are set for completion by Q3FY28.

Risks

EBITDA growth (12%) lagged revenue significantly; gross margins compressed to 45.7% from 49.3% in H1FY26.

Last quarter's promises, checked

Delivered

  • Guided revenue growth in line with 27% 3-yr CAGR → +33.7% YoY to ₹255 Cr (= BEAT)

Partly delivered

  • Guided ₹55 Cr repaid from ₹95 Cr IPO (₹78 Cr borrowings) → debt ₹41 Cr (= PARTIAL)
  • Guided EDGE pyrometer dispatches from Q3FY27 → launched, dispatch unconfirmed (= PARTIAL)

Missed

  • Guided EBITDA margin broadly similar to last year (25.2%) → 21.2% (= MISS)
  • Guided gross margin 46–47% → 45.7% (= MISS)
  • Guided profit growth in line with revenue by FY-end → PAT +18.1% vs revenue +33.7% (= MISS)
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
₹542.50
Market cap
₹4,548 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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