Tembo Global Industries Ltd
Tembo Global Industries Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
What the Q1 FY27 call signalled
4 of 4 strong
The short version
FY28 revenue guidance will be provided in due course, with a positive growth outlook based on past CAGR and current performance. Tembo targets a revenue guidance of INR 1,600 crores for FY27, backed by a healthy order book of INR 1,500 crores and a pipeline of INR 2,400+ crores.
From Tembo Global Industries Ltd's Q1 FY27 earnings-call transcript · updated 28 Aug 2026.
Revenue & Sales Performance
- FY28 revenue guidance will be provided in due course, with a positive growth outlook based on past CAGR and current performance.
- INR 1,600 crores revenue target for FY27, driven by Engineering & EPC, solar, defense, and aerospace segments.
- Defense revenue expected at INR 300-350 crores from ammunition and INR 100 crores from aerospace by FY28.
- Solar projects anticipated to initiate commercial operations within FY27, adding stable recurring revenue.
- Current order book stands at INR 1,500 crores with a bidding pipeline over INR 2,400 crores.
2 more points from Tembo Global Industries Ltd's call on revenue
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Profitability & Margins
See what Tembo Global Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Tembo Global is investing strategically in manufacturing capacity, EPC execution capabilities, solar projects, defense infrastructure, and aerospace initiatives to support expansion.
- The company acquired land in Amravati for developing a defense manufacturing facility with construction planning underway.
- Commercial production at Amravati defense facility is expected to start by Q4 FY27.
- A new aerospace joint venture with JR UAV Europe Italy and JR PROPO Japan is set to begin UAV component manufacturing at the Vasai facility starting Q3 FY27.
- Solar projects are advancing steadily, with several sites operational and others slated for commissioning in Q2 FY27.
- Defense business CAPEX for the first phase is around INR 550 crores, including INR 200-250 crores of debt.
2 more points from Tembo Global Industries Ltd's call on capex
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Fundraising & Capital Structure
See what Tembo Global Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at approximately INR 1,500 crores.
- The pipeline of projects being bid on is around INR 2,400 crores plus.
- The order book and pipeline are dynamic, with ongoing bids and new orders expected each quarter.
- The company aims for continuous growth in order inflow to support its ambitious expansion plans.
Tembo Global Industries Ltd — Quarterly revenue & net profit
Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹346 Cr, net profit ₹30 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Tembo Global's management said in earlier quarters
Others in Industrial Products this season
- Expo Engineering (Q1 FY27)
Q1 FY27 Revenue from Operations: ₹13.75 crore, down from ₹17.85 crore in Q1 FY26 (approx. Key investor presentation takeaways from Expo Engineering and Projects
- Sh. Bajrang All. (Q1 FY27)
Shareholding pattern as of 30 June 2026: Promoter 63.97%, Public 36.03%. Key investor presentation takeaways from Shri Bajrang Alliance Ltd's Q1 FY27 investor p
- Bedmutha Indus. (Q1 FY27)
Revenue from Operations for the year ended March 31, 2026: Rs 1466.74 crores versus Rs 1049.33 crores for March 31, 2025, indicating a significant year-on-year…
- Horizon Reclaim (Q1 FY27)
Reported Revenue (₹ Cr): . Key investor presentation takeaways from Horizon Reclaim (India) Ltd's Q1 FY27 investor presentation — and how it ranks against secto
Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Tembo Global Industries Ltd Q1 FY27 results?
FY28 revenue guidance will be provided in due course, with a positive growth outlook based on past CAGR and current performance. Tembo targets a revenue guidance of INR 1,600 crores for FY27, backed by a healthy order book of INR 1,500 crores and a pipeline of INR 2,400+ crores.
What is Tembo Global Industries Ltd share price analysis?
Tembo Global Industries Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 10.6 with a market cap of ₹1,081 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tembo Global Industries Ltd planning capital expenditure?
Tembo Global is investing strategically in manufacturing capacity, EPC execution capabilities, solar projects, defense infrastructure, and aerospace initiatives to support expansion.
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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.
