Tembo Global Industries Limited — Investor Meet, 11-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tembo Global Industries reported strong Q3 & 9M FY26 financials: Q3 revenue grew 49.5% YoY to Rs. 251 Cr (PAT Rs. 26 Cr), 9M revenue Rs. 744 Cr (PAT Rs. 68 Cr). A robust ~Rs. 1484 Cr order book ensures 12-24 month visibility. FY27 targets 35-40% growth with 10-12% PAT margins. New Vasai factory will boost capacity and margins. Defence production starts Sep-Oct 2026, targeting Rs. 125-150 Cr revenue (30-35% EBITDA) in FY27. Solar anticipates Rs. 75-90 Cr revenue plus Rs. 110 Cr subsidy from FY27. Diversification and expansion are core strategies.