Tembo Global Industries Ltd
Tembo Global Industries Q2 FY26 investor presentation: Revenue & Margins
Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.
Based on Tembo Global Industries Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentationreports, not management guidance.
The short version
Q2 FY26 Revenue: INR 245.4 crores, a 49.8% year-on-year (YoY) increase from INR 163.8 crores in Q2 FY25 (Page 6). Q2 FY26 EBITDA: INR 33.2 crores, up 125.9% YoY (Q2 FY25: INR 14.7 crores) - Q2 FY26 EBITDA Margin: 13.5%, increased by 455 basis points YoY (Q2 FY25: 9.0%) - Q2 FY26 PAT: INR 21.9 crores, up 50.5%
From Tembo Global Industries Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Q2 FY26 Revenue: INR 245.4 crores, a 49.8% year-on-year (YoY) increase from INR 163.8 crores in Q2 FY25 (Page 6).
- H1 FY26 Revenue: INR 493.5 crores, a 68.9% YoY increase from INR 292.3 crores in H1 FY25 (Page 8).
- Q2 FY26 EBITDA grew by 125.9% YoY to INR 33.2 crores with a margin of 13.5% versus 9.0% in Q2 FY25 (Page 6).
- H1 FY26 PAT rose by 110.2% YoY to INR 42.0 crores with an 8.5% margin (Page 8).
- FY26 Revenue Guidance: INR 1,100 crores overall (Page 37), with:
- Engineering Solutions targeted at INR 800 crores (Page 24).
- Textiles targeted at INR 300 crores (Page 29).
- Order book as of 30 Sep 2025 stands at INR 1,450-1,335 crores in Engineering & EPC segments (variance across pages 24, 37).
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Profitability & Margins
See what Tembo Global Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- New Facility at Vasai:
- Capex Incurred: INR 75 Crores
- Funding: INR 50 Crores Debt; balance by Company & Promoters
- Factory work completed; 50% machinery installed; remaining by end Q3 FY26
- Capacity expansion by 6x to 90,000 MTPA (ERW Pipes 60,000 MTPA, Strut Channels 30,000 MTPA)
- Commissioning expected by end of Q4 FY26
- Revenue potential at peak utilization: INR 700 Crores
- Defence Products Manufacturing Unit (at Davos):
- Capex Outlay: INR 1,000 Crores
- Land allocated: 100 acres by Maharashtra Government
- Subsidy proposal awaiting High-Powered Committee approval
- Solar Power:
- Land acquisition completed for 21 of 30 sites (84 MW AC)
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Top-ranked in Industrial Products
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 Tembo Global Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Order Book as on 30 Sep 2025: INR 1,450 Crores (Page 37)
- Order Book for Engineering & EPC segments as on 30 Sep 2025: INR 1,335 Crores (Page 24)
- Order Bidding Pipeline (including L1) as on 30 Sep 2025: INR 2,150 Crores (Page 37 and 24)
- Textiles Order Book as on 30 Sep 2025: INR 115 Crores (Page 29)
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Tembo Global Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹346 Cr, net profit ₹30 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Tembo Global Industries Ltd's management said in earlier quarters
Others in Industrial Products this season
- Lead Reclaim and Rubber Products Ltd (Q2 FY26)
Revenue from Operations for H1 FY26: ₹2,190 lakhs, up 138.04% YoY (from ₹920 lakhs in H1 FY25) (Page 19) . Key investor presentation takeaways from Lead Reclaim
- Shubhshree Biofuels Energy Ltd (Q2 FY26)
Revenue from operations for H1 FY26: ₹9,604.6 Lakhs . Key investor presentation takeaways from Shubhshree Biofuels Energy Ltd's Q2 FY26 investor presentation —
- United Heat Transfer Ltd (Q2 FY26)
Year-on-year revenue decline: INR 69.7 Mn (~24.5% decrease) . Key investor presentation takeaways from United Heat Transfer Ltd's Q2 FY26 investor presentation
- Polyplex Corporation Ltd (Q2 FY26)
Operating Margin (EBITDA Margin %):** 8% in Q2 FY26 (Page 10) . Key investor presentation takeaways from Polyplex Corporation Ltd's Q2 FY26 investor presentatio
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Frequently Asked Questions
What were Tembo Global Industries Ltd Q2 FY26 results?
Q2 FY26 Revenue: INR 245.4 crores, a 49.8% year-on-year (YoY) increase from INR 163.8 crores in Q2 FY25 (Page 6). Q2 FY26 EBITDA: INR 33.2 crores, up 125.9% YoY (Q2 FY25: INR 14.7 crores) - Q2 FY26 EBITDA Margin: 13.5%, increased by 455 basis points YoY (Q2 FY25: 9.0%) - Q2 FY26 PAT: INR 21.9 crores, up 50.5%
What is Tembo Global Industries Ltd share price analysis?
Tembo Global Industries Ltd currently shows a neutral. The stock trades at a P/E of 10.7 with a market cap of ₹1,091 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tembo Global Industries Ltd planning capital expenditure?
New Facility at Vasai: - Capex Incurred: INR 75 Crores - Funding: INR 50 Crores Debt; balance by Company & Promoters - Factory work completed; 50% machinery installed; remaining by end Q3
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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.