Tembo Global Industries Limited — Q1FY27 Earnings Call Summary

TEMBO · Q1FY27 · Filed 25 Aug 2026

Key Takeaways

• Defense FY28 revenue target INR 300-350 Cr with 30-35% PAT margin; aerospace revenue INR 100 Cr with 45-50% EBITDA margin
• Q1 FY27 revenue grew 21.9% y-y to INR 302 Cr; PAT rose 55.3% y-y to INR 31.2 Cr
• Solar projects commissioning on track; revenue expected INR 50-60 Cr in FY27, INR 80-90 Cr peak
• Defense & aerospace: ammunition license received; Amravati plant production starts Q3 FY27, revenue INR 70-100 Cr in FY27
• Vasai facility utilization 35-40% now, targeting 65-70% by FY27 end; peak utilization in 1.5-2 years
• Multiple analyst queries on defense and solar growth; management confident on FY27 guidance and long-term growth
• Engineering and EPC segment drove growth with 172.7% y-y rise; order book INR 1,500 Cr, pipeline INR 2,400 Cr+
• Consolidated debt INR 400 Cr; INR 250 Cr additional debt planned for defense capex
• Working capital days ~90, aiming 80-90 days; textile revenue now 1% of mix

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.