Tembo Global Industries Limited — Investor Meet, 25-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tembo Global reports strong Q1 FY27 with revenue up 21.9% YoY to INR 302 Cr and PAT up 55.3% to INR 31 Cr. EBITDA surged 74.8% to INR 49.2 Cr, with margins at 16.3%. Engineering & EPC now drives 99% of revenue. The company maintains its FY27 revenue outlook of INR 1,600 Cr and 16-18% EBITDA. Order book stands at over INR 1,500 Cr. Key growth drivers include solar projects starting commercial ops in Q3 FY27, defense manufacturing (license received) commencing production in Q4 FY27 with significant FY28 revenue targets and high margins, and aerospace JV for UAV components. Management is confident about its diversified engineering-led platform.