TEMBO
Tembo Global Industries share price & financials
- Price
- ₹561.6
- Market cap
- ₹1.0k Cr
- Sector
- Capital Goods
- Calls analysed
- 4
Tembo Global Industries Limited Q1 FY27
What went well
- Revenue for Q1 FY27 rose by 21.9% year-on-year to INR 302 crores.
- PAT grew by 55.3% year-on-year to INR 31 crores.
- EBITDA increased by 74.8% year-on-year to INR 49.2 crores, with EBITDA margin expanding by 493 basis points to 16.3%.
What to watch
- Management declined to provide a detailed segment-wise order book breakdown for the INR 1,500 crore order book.
- The capital structure for the aerospace joint venture is still in process and yet to be finalized.
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.
All 24 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
Q1 FY27: revenue up 21.8%, net profit up 55.0% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 164 | 168 | 274 | 248 | 245 +49% | 251 +49% | 346 +26% | 302 +22% |
| EBITDA | 15 | 30 | 29 | 28 | 32 +113% | 43 +43% | 39 +34% | 49 +75% |
| Net profit | 15 | 19 | 16 | 20 | 22 +47% | 26 +37% | 30 +88% | 31 +55% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Performance −91.0% 1Y
1Y: ₹625.95 on 10 Sept 2025 → ₹56.08. High ₹813.4 (11 Nov 2025), low ₹52.61 (22 Jul 2026).
How the price took the results
close before → close after
- Q1 FY27
- 0.0%
- 19 Aug
- Q4 FY26
- −0.5%
- 5 Jun
- Q3 FY26
- −1.7%
- 5 Feb
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Financials, as filed
Revenue grew 63.6% a year over 3 years, FY23 to FY26. Operating margin widened to 13.0%.
| Year ending | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| Revenue | ₹249 Cr | ₹432 Cr | ₹734 Cr | ₹1.1k Cr |
| Operating profit | ₹13 Cr | ₹18 Cr | ₹82 Cr | ₹142 Cr |
| Operating margin | 5.2% | 4.2% | 11.2% | 13.0% |
| Interest | ₹4 Cr | ₹5 Cr | ₹17 Cr | ₹26 Cr |
| Depreciation | ₹4 Cr | ₹4 Cr | ₹3 Cr | ₹7 Cr |
| Net profit | ₹6 Cr | ₹14 Cr | ₹55 Cr | ₹98 Cr |
| Net margin | 2.4% | 3.2% | 7.5% | 9.0% |
| Cash from operations | ₹2 Cr | ₹17 Cr | ₹-77 Cr | ₹-90 Cr |
| Free cash flow | ₹-6 Cr | ₹9 Cr | ₹-157 Cr | ₹-187 Cr |
| ROCE | 18.0% | 24.0% | 31.0% | 23.0% |
How to read this
From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹10 Cr | ₹10 Cr | ₹11 Cr | ₹11 Cr | ₹21 Cr | ₹19 Cr |
| Reserves | ₹13 Cr | ₹15 Cr | ₹29 Cr | ₹55 Cr | ₹230 Cr | ₹434 Cr |
| Borrowings | ₹36 Cr | ₹41 Cr | ₹41 Cr | ₹50 Cr | ₹266 Cr | ₹386 Cr |
| Other liabilities | ₹22 Cr | ₹26 Cr | ₹29 Cr | ₹47 Cr | ₹179 Cr | ₹468 Cr |
| Total liabilities | ₹81 Cr | ₹92 Cr | ₹110 Cr | ₹163 Cr | ₹696 Cr | ₹1.3k Cr |
| Fixed assets | ₹18 Cr | ₹20 Cr | ₹22 Cr | ₹22 Cr | ₹32 Cr | ₹118 Cr |
| Capital work in progress | ₹0 Cr | ₹0 Cr | ₹3 Cr | ₹8 Cr | ₹177 Cr | ₹68 Cr |
| Investments | ₹0 Cr | ₹1 Cr | ₹1 Cr | ₹1 Cr | ₹4 Cr | ₹31 Cr |
| Other assets | ₹62 Cr | ₹70 Cr | ₹84 Cr | ₹131 Cr | ₹484 Cr | ₹1.1k Cr |
| Total assets | ₹81 Cr | ₹92 Cr | ₹110 Cr | ₹163 Cr | ₹696 Cr | ₹1.3k Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Jul 2026
Since Jun 2025, FIIs added +8.20 pp while the public trimmed −7.17 pp. The shareholder count grew 3% to 18,491.
- Promoters
- 39.0%
- FIIs
- 8.3%
- DIIs
- 1.6%
- Public
- 51.1%
Since Jun 2025
- FIIs +8.20 pp
- Public −7.17 pp
- Promoters −2.37 pp
How it drifted, 12 quarters
Over this window promoters fell from 55.4% to 39.0% — −16.4 pp.
Ownership split by quarter, oldest first. Dec '23: Promoters 55.4%, FIIs 1.6%, Public 42.9%.Mar '24: Promoters 55.4%, FIIs 1.6%, Public 43.0%.Jun '24: Promoters 55.4%, FIIs 1.6%, Public 43.0%.Sep '24: Promoters 55.4%, FIIs 0.7%, Public 43.9%.Dec '24: Promoters 55.4%, FIIs 0.1%, Public 44.5%.Mar '25: Promoters 43.6%, FIIs 0.0%, Public 56.4%.Jun '25: Promoters 41.4%, FIIs 0.1%, DIIs 0.2%, Public 58.3%.Sep '25: Promoters 43.6%, FIIs 0.3%, DIIs 0.2%, Public 55.8%.Dec '25: Promoters 36.4%, FIIs 8.6%, DIIs 0.2%, Public 54.8%.Mar '26: Promoters 36.4%, FIIs 8.6%, DIIs 0.9%, Public 54.1%.Jun '26: Promoters 37.7%, FIIs 8.5%, DIIs 1.6%, Public 52.1%.Jul '26: Promoters 39.0%, FIIs 8.3%, DIIs 1.6%, Public 51.1%.
Who bought this quarter
since Jun 2026
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
- Fatema Shabbir Kachwala +1.77 pp 17.33% held
The same filing shows 4 holders trimming and 5 off the list — both are in the register beside this.
Who is on the register
Named in the Jul 2026 filing
Every holder of Tembo Global Industries Limited above SEBI's 1% disclosure line, and what changed since Jun 2026.
| Holder | Stake | Change |
|---|---|---|
| Fatema Shabbir Kachwala | 17.33% | +1.77 pp |
| Sanjay Jashbhai Patel | 8.32% | −0.18 pp |
| Taruna Piyush Patel | 5.37% | −0.11 pp |
| Smita S. Patel | 4.35% | −0.09 pp |
| Piyush Jashbhai Patel | 3.68% | −0.08 pp |
| sanjay patel holdings private limited | 0.00% | unchanged |
| Murtuza Z Mandsaurwalla | — | off the list |
| Minerva Ventures Fund FPI fund | — | off the list |
| Venus Investments Vcc - Venus Stellar Fund FPI fund | — | off the list |
| Cullinan Opportunities Fund Vcc-Cullinan Opportunities Incorporated Vcc Sub Fund 1 | — | off the list |
| NBFCs registered with RBI NBFC / DFI | — | off the list |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
All earnings calls (4)
Read the Q1 FY27 call →Learn to analyse Tembo Global Industries Limited
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