Tembo Global Industries Limited — PPTs, 28-05-2026: Investor Presentation

Tembo Global Industries delivered strong FY26 results, with revenue up 46.7% YoY to ₹1,090 Cr and profit (PAT) up 79.7% YoY to ₹98.2 Cr. The Engineering Solutions segment was a primary growth driver, benefiting from infrastructure-linked demand. Q4 also saw robust performance, with revenue up 26.3% YoY to ₹346 Cr and PAT soaring 93.3% YoY to ₹30.1 Cr. FY26 diluted EPS was ₹51.23 (+64.6% YoY).

The company is strategically expanding, having commissioned a new 100,000 MTPA capacity in January 2026. A significant win as L1 bidder for a ~₹300 Cr offshore revamp project in Kuwait bolsters its global footprint. Tembo is rapidly progressing in defence manufacturing, securing licenses for small arms and ammunition, and has a strategic partnership with a European firm. Solar projects are on track for commercial operations by Q3 FY27, targeting ₹80 Cr revenue in FY27.

The order book stands strong at ~₹1,548 Cr, supported by a bidding pipeline over ₹2,256 Cr. Management projects FY27 revenue to reach approximately ₹1,600 Cr, driven by engineering and scaling new businesses.