Tembo Global Industries (NSE:TEMBO) filed an investor presentation on August 18, 2026, disclosing consolidated Q1 FY27 financial results for the quarter ended June 30, 2026. Consolidated revenue rose 21.9% year-on-year to INR 302.4 crore, while PAT grew 55.3% YoY to INR 31.2 crore.
Key Highlights
- Consolidated Q1 FY27 revenue grew 21.9% YoY to INR 302.4 crore, driven by the Engineering and EPC business segment.
- EBITDA rose 74.8% YoY to INR 49.2 crore, with EBITDA margin expanding 493 basis points YoY to 16.3% in Q1 FY27.
- PAT increased 55.3% YoY to INR 31.2 crore, with PAT margin expanding 222 basis points YoY to 10.3%.
- The company secured an ammunition manufacturing licence through subsidiary TCEPL and announced a UAV joint venture with partners from Italy and Japan.
About the Company
Tembo Global Industries Limited (NSE:TEMBO), headquartered in Navi Mumbai, is an engineering company manufacturing specialised metal products including pipe support systems, fasteners, anchors, and HVAC components. It operates across Engineering Solutions and EPC, Textiles, Defence, and Solar Power segments, with an installed capacity of 1,00,000 MTPA commissioned in January 2026 and exports to over 30 countries.
Announcement in Detail
The investor presentation filed under Regulation 30 of SEBI's Listing Obligations and Disclosure Requirements Regulations, 2015, discloses consolidated Q1 FY27 financials. Revenue stood at INR 302.4 crore versus INR 248.1 crore in Q1 FY26. Gross profit margin widened to 32.1% from 23.0% a year earlier, reflecting a shift in revenue mix: Engineering and EPC contributed 99% of revenue in Q1 FY27, compared with 44% in Q1 FY26.
On the business development side, the company acquired land in Amravati, Maharashtra, for an ammunition manufacturing facility, with construction expected to begin by August 2026 and commercial production targeted from Q1 FY28. In solar, four project sites are operational, with remaining sites expected to be commissioned in Q2 FY27 and commercial operations scheduled from Q3 FY27. The order book exceeded INR 1,500 crore with a bidding pipeline of over INR 2,400 crore as of the filing date.
Impact on Investors
The filing shows diluted EPS on a consolidated basis rose to INR 1.45 in Q1 FY27 from INR 1.17 in Q1 FY26, a 23.9% increase. Investors will note that the company has disclosed an FY27 revenue guidance of INR 1,600 crore, which the filing attributes to management confidence based on the order pipeline. The guidance figure is stated by the company and has not been independently verified.
Shareholders will observe that the company's total debt stood at INR 377 crore as of March 31, 2026, against equity of INR 492 crore, with working capital days elevated at 94 days, which the filing attributes to extended credit periods in EPC projects and longer conversion timelines in engineering projects. These factors represent liquidity and working capital considerations that investors should review against the official exchange filing.
Sector / Market Context
India's engineering and EPC sector has benefited from sustained government infrastructure spending under the National Infrastructure Pipeline. The defence manufacturing push, including the Ministry of Defence's increased indigenisation targets under the Defence Acquisition Procedure, has opened licensing opportunities for private players, a context in which Tembo's ammunition manufacturing licence and UAV joint venture can be read.