TAMBOLIIN · price
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Awaiting price reaction for this filing.
Tamboli Industries reported a strong Q2 FY26 with revenue rising 14% year-on-year to ₹19.88 crore and profit after tax up 24% to ₹1.94 crore. For H1 FY26, revenue grew 18% to ₹37.35 crore, but EBITDA margin contracted sharply by nearly 300 basis points to 19% due to higher operating costs. The automotive segment is performing well on renewed engagement with a global OEM, while the company continues to benefit from the 'China+1' sourcing trend. However, management flagged near-term headwinds from US tariff uncertainty, weak European macroeconomic conditions, slower-than-expected European locomotive business, and delayed domestic railways (Amrit Bharat) activity. Tamboli Castings also received a Sustainability Excellence recognition, and CMD Mr. Vaibhav Tamboli was honoured with the 'Manufacturing Maestros' Award.
Shareholders see a positive Q2 with double-digit revenue and profit growth, but the sharp H1 margin compression and cautious near-term commentary on Europe, railways, and tariffs suggest limited upside momentum in the near term. The stock may react neutrally as strong topline growth is offset by margin pressure and subdued outlook.