Tembo Global Industries Ltd
Tembo Global Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
5 of 5 strong
The short version
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.
Revenue & Sales Performance
- 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.
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Profitability & Margins
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Capital Expenditure Plans
- 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. 600 crores; approximately Rs. 300 crores already spent (Page 9).
- Debt addition of Rs. 300 to 350 crores projected for FY’27 to fund CAPEX in solar, defense, and working capital (Page 6).
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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
- 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.
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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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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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.