TBO Tek Ltd
TBO Tek Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
North America business expected to grow in double digits over the next 3-4 years, starting from a large base of $600M+. Classic Vacations (CV) and TBO businesses are expected to grow North America business in double digits over the next 3-4 years.
From TBO Tek Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- North America business expected to grow in double digits over the next 3-4 years, starting from a large base of $600M+.
- APAC and Europe markets currently grow north of 30% annually but from smaller bases.
- Q4 traditionally strong quarter with anticipated meaningful top-line growth and significant operating leverage.
- Air business showed 16% YoY growth organically with momentum expected to continue into Q4 and possibly beyond.
- Classic Vacations acquisition value measured by growth unlocked across North America, impacting both Classic and organic TBO business.
- Focus on operating leverage and EBITDA growth outpacing Gross Profit growth, especially in the organic business.
2 more points from TBO Tek Ltd's call on revenue
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Profitability & Margins
See what TBO Tek Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No incremental Capex planned for the Classic platform; any Capex will be minor and related to in-house IT work.
- No substantial Capex expected for Classic, as confirmed by management.
- Integration of Classic Vacation's core booking platform onto TBO's ecosystem is a multi-quarter complex project, representing a longer-term strategic investment.
2 more points from TBO Tek Ltd's call on capex
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Top-ranked in Leisure Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what TBO Tek Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
TBO Tek Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹784 Cr, net profit ₹54 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What TBO Tek Ltd's management said in earlier quarters
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Frequently Asked Questions
What were TBO Tek Ltd Q3 FY26 results?
North America business expected to grow in double digits over the next 3-4 years, starting from a large base of $600M+. Classic Vacations (CV) and TBO businesses are expected to grow North America business in double digits over the next 3-4 years.
What is TBO Tek Ltd share price analysis?
TBO Tek Ltd currently shows a neutral. The stock trades at a P/E of 67.3 with a market cap of ₹18,107 Cr. Investors should review the full earnings analysis for detailed insights.
Is TBO Tek Ltd planning capital expenditure?
No incremental Capex planned for the Classic platform; any Capex will be minor and related to in-house IT work.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.