TBOTEKNSETBO Tek LimitedHighNeutral
Announced Mon, 3 Nov · 15:32 IST

TBO Tek Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.

Emphasis Of MatterRevenue Growth 20pctExceptional ItemResults View source PDF

TBOTEK · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

TBO Tek Limited reported consolidated revenue from operations of INR 5,675.10 Mn for Q2 FY26, up ~25.9% YoY from INR 4,506.92 Mn; H1 FY26 revenue was INR 10,787.88 Mn vs INR 8,691.56 Mn (~24.1% growth). Profit after tax for Q2 FY26 rose to INR 675.47 Mn (EPS INR 6.32) from INR 600.88 Mn, while H1 FY26 PAT was INR 1,305.15 Mn vs INR 1,210.07 Mn. The Hotels & Packages segment was the main growth driver, jumping to INR 4,794.58 Mn in Q2 from INR 3,571.04 Mn, while Air Ticketing continued to decline. The statutory auditor issued an unmodified review opinion but flagged an Emphasis of Matter on a FEMA show-cause notice (potential exposure ~INR 712.25 Mn, penalty up to 3x). The company also disclosed completion of the USD 125 Mn Classic Vacations LLC acquisition on October 1, 2025, funded partly by a INR 3,154.77 Mn inter-corporate loan, pushing non-current borrowings from INR 901.42 Mn to INR 6,053.11 Mn. Cash and cash equivalents stood at INR 17,688.40 Mn.

Likely market impact

Strong top-line growth in Hotels & Packages is positive for the stock, but the FEMA matter and weak air ticketing remain overhangs. The Classic Vacations acquisition strengthens the US luxury travel footprint but has lifted debt meaningfully, and investors should track the November 3 FEMA adjudication hearing outcome for clarity on potential penalties.