Tembo Global Industries Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

TEMBO · price

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-4.1%1-day move

₹619.40

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₹621.80

base price

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AI summary

Tembo Global Industries reported a transformational FY26 with revenue of INR 1,090 crore, up 46.7% YoY. EBITDA grew 55.4% to INR 142.5 crore while PAT surged 79.7% to INR 98.2 crore. The company secured a robust order book of INR 1,548 crore with a bidding pipeline of INR 2,256 crore, including becoming L1 bidder for a INR 300 crore offshore project in Kuwait. Management guided FY27 revenue of approximately INR 1,600 crore. The company commissioned new capacity of 1,00,000 MTPA in January 2026 and made strategic entry into defence manufacturing with required licences. Solar projects are on track for Q2 FY27 commissioning with revenue potential of INR 80 crore in FY27.

Likely market impact

Strong operational performance with margin expansion and a massive order book provides solid revenue visibility for FY27. The company is diversifying into defence and solar while maintaining focus on high-margin engineering business.