TBO Tek Ltd
TBO Tek Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Business aspires to grow in the early-to-mid 20% range annually. The company aspires to sustain early-to-mid 20% growth, with expectations to return to this range post-investment cycle (Page 8).
From TBO Tek Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Business aspires to grow in the early-to-mid 20% range annually.
- Investments in sales teams and market development are starting to pay off, contributing to growth.
- Growth driven largely by higher take-rate markets like North America and Europe.
- New cohorts of agents typically double their business in the subsequent year.
- Seasonal effects influence growth, e.g., North America sees peak bookings in Jan-Mar.
- Recovery expected in impacted markets like Middle East and Israel, though timing and extent remain uncertain.
- Classic and TBO North America businesses expected to grow significantly, with high operating leverage.
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Profitability & Margins
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Capital Expenditure Plans
- The company is currently undertaking a full platform migration exercise, particularly related to the Classic Vacations integration, expected to complete by the end of Q3 of the calendar year.
- Investments have been made in adding new sales personnel, especially in North America and existing markets, to drive growth; these are ongoing rather than one-off investments.
- Capitalization of tech-related costs occurs for new features or product lines expected to generate future economic benefits; these are amortized over 3 to 5 years depending on the project.
- Classic Vacations intangibles, primarily supplier relationships valued at around $50 million, are being amortized over 15 years.
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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
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Order Book & Pipeline
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TBO Tek Ltd — Quarterly revenue & net profit
Q4 FY26 figures are not in this chart yet. Latest shown: Dec 2025 (Q3 FY26). The Q4 FY26 numbers from the filing are in the analysis on this page.
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 Q4 FY26 results?
Business aspires to grow in the early-to-mid 20% range annually. The company aspires to sustain early-to-mid 20% growth, with expectations to return to this range post-investment cycle (Page 8).
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?
The company is currently undertaking a full platform migration exercise, particularly related to the Classic Vacations integration, expected to complete by the end of Q3 of the calendar year.
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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.