Tembo Global Industries Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 13 Jun 2026 | Industrial Products | Market Cap: ₹1.1K Cr
Tembo Global Industries targets revenues of approximately Rs. Tembo targets revenue growth to approximately Rs.
From Tembo Global Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹58.3
Market Cap
₹1.1K Cr
P/E Ratio
11.0
Revenue Rank
Margin Rank
How does Tembo Global Industries Ltd rank in Industrial Products?
Compare Tembo Global Industries Ltd against every Industrial Products company this quarter on revenue, margins and earnings-call signals.
Tembo Global Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹346 Cr, net profit ₹30 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 1- →Tembo Global Industries targets revenues of approximately Rs. 1,600 crores for FY’27, reflecting a 30% to 40% growth.
- →The company aims to scale up to Rs. 20,000 crores in top line by FY 2030.
- →The defense segment is expected to contribute around 5% to 10% of FY’27 revenue, ramping up from Q4 FY’27 with full utilization targeted from FY’28 onwards.
- →Engineering and EPC segments are anticipated to grow, supported by ongoing expansions and improved operational efficiencies.
- →Solar projects are planned to be commissioned by end of Q2 or early Q3 FY’27, beginning to contribute to revenue thereafter.
- →Capacity expansions, particularly at the Vasai plant, and defense manufacturing facilities will support future volume growth.
- →The company plans sustained order book replenishment with a current order book of Rs. 1,548 crores and a bidding pipeline over Rs. 2,200 crores.
📈 Profitability & Margins
Rank 1- →Tembo targets revenue growth to approximately Rs. 1,600 crores in FY’27, reflecting a 30%-40% increase.
- →For FY’30, the company aims a top line of Rs. 20,000 crores, indicating a very high CAGR.
- →PAT margins expected: 10%-12% at the group level for FY’27.
- →Defense segment anticipated to deliver high PAT margins of around 30%-35% at peak scale.
- →Defense business revenue expected to reach Rs. 300-400 crores in the first 12 months, with PAT around Rs. 170-180 crores.
- →Operating margins expected to improve through better project management and operational efficiencies.
- →No major CAPEX planned for FY’28; current expansions focus on solar, defense, and factory capacity.
- →Blended margins for the engineering and EPC segments around 10%-12% PAT.
- →Ongoing ramp-up of capacity expected over next 2-3 years to support growth and margin improvement.
🏗️ Capital Expenditure Plans
Yes💰 Fundraising & Capital Structure
Yes- →The company plans an addition of debt around Rs. 300 to Rs. 350 crores by FY’27.
- →This debt addition is mainly to fund CAPEX for solar, defense projects, and working capital requirements.
- →As of now, there are no plans for new CAPEX beyond the ongoing solar, defense, and factory expansion projects.
- →No specific mention of new equity fundraising was made during the call.
📋 Order Book & Pipeline
Yes- →Current order book stands at approximately Rs. 1,548 crores, primarily from the engineering and EPC segments.
- →This order book is supported by a strong bidding pipeline exceeding Rs. 2,200 crores, providing clear medium-term revenue visibility.
- →Defense segment contributes around 5% to 10% of the projected revenue for FY’27, with defense orders expected to start contributing from the 4th quarter of FY’27.
- →Order inflows from the Middle East, particularly from the MASAH JV, are currently slow but expected to pick up in the second half or third quarter of the year.
- →The company is continuously receiving orders daily, with factories running on two shifts to meet demand.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Tembo Global Industries Ltd Q4 FY26 results?
Tembo Global Industries targets revenues of approximately Rs. Tembo targets revenue growth to approximately Rs.
What is Tembo Global Industries Ltd share price analysis?
Tembo Global Industries Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 11.0 with a market cap of ₹1,128 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tembo Global Industries Ltd planning capital expenditure?
No additional CAPEX planned for FY’28 as of now (Page 13). - Current CAPEX focused on solar projects, defense manufacturing, and factory expansion (Page 5). - Solar project CAPEX around Rs.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.