Tembo Global Industries Limited — Investor Meet, 20-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tembo Global reports robust Q1 FY26: Revenue soared 93.2% YoY to 248 Cr, EBITDA surged 2.4x to 28 Cr (11.4% margin), and PAT jumped 252.6% to 19 Cr (7.7% margin). Management projects FY26 PAT of 80-100 Cr, rising to 200 Cr+ by FY27. Key growth drivers include high-margin EPC, solar (120 MW, 600 Cr financing), and defense (1,000 Cr investment, 25-27% PAT margin expected, 100% buyback). The textile business will be phased out. Order book stands strong at 1,350 Cr, with a 2,000 Cr L1 bidding pipeline. Capacity is expanding six-fold. Management is confident in strategic shifts driving future profitability.