Tembo Global Industries Limited — PPTs, 14-02-2025: Investor Presentation

**Financial Highlights:** Tembo Global Industries reported impressive Q3 FY25 results with a revenue increase of 42.6% year-on-year (YoY), reaching INR 164.5 Cr. EBITDA surged by 431.1% YoY to INR 27.3 Cr, while the EBITDA margin expanded to 16.6%, a rise of 1,213 basis points, driven by lower raw material costs. PAT skyrocketed by 266.8% YoY to INR 16.3 Cr, resulting in a PAT margin of 9.9%.

**Strategic Initiatives and Growth Drivers:** The company is ramping up its manufacturing capacity from 15,000 MTPA to 1,05,000 MTPA with the new facility in Vasai expected to commence operations by Q1 FY26. Additionally, Tembo signed a MoU with the Government of Maharashtra to establish a defense products manufacturing unit, involving a substantial investment of INR 1,000 Cr over three years.

**Business Developments:** A robust order book stands at around INR 1,485 Cr as of Dec 31, 2024, with L1 orders worth INR 1,600 Cr, including a significant subcontracting order for a water treatment plant valued at INR 1,500 Cr funded by the World Bank.

**Market Position and Competitive Advantage:** With strong growth in its Engineering Products division (190.9% YoY), Tembo is well-positioned in diverse segments including textiles, defense, and renewable energy.

**Investor Implications:** The positive outlook stems from rapid growth in revenue and profitability, promising expansion in high-margin segments, and robust demand underlying its strategic initiatives, presenting compelling growth potential for investors.