Q1 FY27 earnings call transcript: revenue up 21.9%, PAT up 55.3%

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF Explain this filing

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AI summary

Tembo Global Industries Q1 FY27 earnings call transcript. Revenue up 21.9% to INR 302 crores, PAT up 55.3% to INR 31 crores. EBITDA up 74.8%, margin expanded 493 bps to 16.3%. Engineering and EPC segment grew 172.7% YoY. FY27 revenue guidance: INR 1,600 crores. Order book of INR 1,500 crores plus INR 2,400 crores bidding pipeline. Defense ammunition license received for Amravati facility (Phase 1 investment INR 550 crores); FY28 defense revenue target INR 300-350 crores at 30-35% PAT margins. Aerospace JV targets INR 100 crores. Company level EBITDA guided at 16-18%.

Likely market impact

Strong quarter with margin expansion. Multi-vertical growth in engineering, defense, aerospace. Key monitorables: order book execution and defense ramp-up.