TEMBO

What Tembo Global Industries promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 24 tracked 4 delivered 0 missed 20 open
  • FY26 Top Line delivered said Q1 FY26 Promised: the FY '26 top line is predicted at around Rs. 1,100 crore. Q1 FY27: Status maintained. This target pertains to a completed fiscal year.
  • Defense Segment Revenue (FY27) revised down said Q1 FY26 Promised: First quarter of FY '27 we see the revenue coming in the defense sector... Rs. 250 crore to Rs. 300 crore. Q1 FY27: Guidance revised down again. Management now expects ₹70-100 crore revenue from defense & aerospace JVs in Q4 FY27, the only quarter with contribution this year. This is lower than the previous annual guidance of ₹125-150 crore.
  • FY27 Revenue Growth on track said Q1 FY26 Promised: FY '26-27, we see again a growth of around 30% to 35%. Q1 FY27: Guidance of ₹1,600 crore for FY27 reiterated. With Q1 revenue at ₹302 crore (19% of target), significant ramp-up is required in subsequent quarters.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 24 tracked commitments for Tembo Global Industries — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

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