Tembo Global Industries Limited — PPTs, 05-02-2026: Investor Presentation

Tembo Global posted strong Q3 & 9MFY26 financial results!

**Business Performance:** Q3 revenue surged 49.5% YoY to ₹250.7 Cr, with 9M revenue up 58.6% YoY to ₹744.2 Cr. Net Profit (PAT) increased 36.7% YoY to ₹26.1 Cr in Q3, and 74.2% YoY to ₹68.2 Cr for 9M. Engineering Solutions and Textiles drove this growth, backed by a robust order book of ~₹1,484 Cr, mainly from Engineering & EPC.

**Growth & Strategy:** New Vasai facility, operational since Jan 2026, significantly boosts capacity to 1,00,000 MT, aiming for ₹700 Cr annual revenue potential. The company is diversifying into high-margin Solar (120 MW PPA, ₹70 Cr revenue by FY27) and Defence manufacturing (land/license secured, European tie-up includes 100% buy-back).

**Recent Developments:** Vasai plant is now commercial. Solar land acquisition and financing are progressing. Defence approvals are in place, alongside a key European strategic partnership.

**Key Financials:** 9M Diluted EPS reached ₹40.11 (+38.4% YoY).

**Outlook:** Management guides for FY26 revenue of ₹1,100 Cr and sees a significant ₹700+ Cr project pipeline. Expected FY27 revenue mix highlights Engineering (60%), Defence (20%), and Power (10%).