Tembo Global Industries Limited — PPTs, 18-11-2025: Investor Presentation

Tembo Global Industries is geared for growth, reporting strong Q2 & H1 FY26 financials.

1. **Business Performance:** H1 revenue jumped 68.9% YoY to ₹493.5 Cr, powered by Engineering and Textiles. Q2 revenue rose 49.8% to ₹245.4 Cr. H1 PAT more than doubled to ₹42 Cr (110.2% YoY), with Q2 PAT up 50.5% to ₹21.9 Cr. H1 EPS grew 74.3% to ₹25.82. EBITDA margins expanded to 12.4% in H1.

2. **Growth Drivers & Strategy:** A major capacity expansion at Vasai will boost output six-fold to 90,000 MTPA by Q4 FY26, focusing on higher-margin products like ERW Pipes. The company is also strategically expanding into Solar Power (120 MW project) and Defence manufacturing.

3. **Recent Developments:** Land for 21 solar sites is acquired, with ₹471 Cr sanctioned from IREDA. Maharashtra has allocated 100 acres for a Defence factory (₹1,000 Cr capex planned), including a European tech partnership and buy-back arrangement.

4. **Management Outlook:** A strong order book of ₹1,450 Cr and a bidding pipeline exceeding ₹2,150 Cr provide multi-year revenue visibility. FY26 revenue guidance is ₹1,100 Cr, with management prioritizing execution and infrastructure-led sectors.