Tembo Global Industries Ltd
Tembo Global Industries Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
For FY27, the company targets a revenue growth of approximately 35% to 40% over the current level. - The Vasai plant's revenue is expected to be Rs. Tembo Global Industries targets a growth of approximately 35% to 40% in FY27 from the current level.
From Tembo Global Industries Ltd's Q3 FY26 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- For FY27, the company targets a revenue growth of approximately 35% to 40% over the current level.
- The Vasai plant's revenue is expected to be Rs. 125 to Rs. 150 crore in FY27, reaching full capacity potential of Rs. 300 crore over 2-3 years.
- Defence segment commercial production is expected to commence by Q3 FY27, targeting robust revenue potential (exact numbers not specified).
- Solar division projects are projected to generate Rs. 75 to Rs. 90 crore annually from FY27 onwards, with a government subsidy of Rs. 110 crore.
- Order book of around Rs. 1,484 crore provides strong revenue visibility over the next 12 to 24 months.
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Profitability & Margins
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Capital Expenditure Plans
- Current ongoing CAPEX includes:
- Defence segment: Rs. 1000 crore CAPEX, with banker commitments and manufacturing license obtained; commercial production expected from Q3 FY27 (Sept-Oct 2026).
- Solar segment: Rs. 650 crore CAPEX approved by institutions with loans passed; project of setting up capital outlay plant with PPA agreement, generating Rs. 75-90 crore revenue annually over 25 years with Rs. 110 crore government subsidy.
- New manufacturing facility (Vasai plant): Capacity scaling to 100,000 metric tons phased over 2-3 years; initial revenue expected Rs. 125-150 crore in FY27, full capacity utilization (90-100%) within 2-3 years.
- No further CAPEX planned in next 2-3 years beyond ongoing projects; future CAPEX to be evaluated post current stage completion.
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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
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Order Book & Pipeline
- As of December 2025, Tembo Global Industries has a consolidated order book of approximately Rs. 1,484 crores, mainly from Engineering products and EPC-led projects.
- The order book provides strong revenue visibility for the coming quarters.
- The company is in active discussions with a major corporate group for potential projects related to Port construction and Fuel Farm systems, spanning Civil, MEP, and HVAC packages, with a potential project value exceeding Rs. 700 crores.
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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
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Q3 FY26 Revenues: ₹20,212.96 lakhs (Page 22) . Key investor presentation takeaways from VMS TMT Ltd's Q3 FY26 investor presentation — and how it ranks against s
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Frequently Asked Questions
What were Tembo Global Industries Ltd Q3 FY26 results?
For FY27, the company targets a revenue growth of approximately 35% to 40% over the current level. - The Vasai plant's revenue is expected to be Rs. Tembo Global Industries targets a growth of approximately 35% to 40% in FY27 from the current level.
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 10.6 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?
Current ongoing CAPEX includes: - Defence segment: Rs.
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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.