Tembo Global Q1FY27 Revenue ₹302 Cr, Up 21.9%; EBITDA ₹49 Cr, Up 74.8%
Tembo Global Industries reported Q1FY27 consolidated revenue of ₹302 crore, up 21.9% YoY. EBITDA grew 74.8% YoY to ₹49 crore, and PAT increased 55.3% YoY to ₹31 crore. The company reaffirmed its FY27 revenue guidance of ₹1,600 crore. A joint venture for UAV manufacturing aims for ₹100 crore revenue in its first year.
The significant year-on-year financial growth, coupled with strategic advancements in high-growth sectors like defence and aerospace, indicates a substantial positive impact on the company's future prospects and market position.
The company reported strong year-on-year growth in revenue, EBITDA, and PAT, exceeding market expectations and demonstrating robust operational performance. The new developments in the defence and aerospace sector, including a manufacturing license and a strategic joint venture for UAVs, further bolster positive sentiment.
Tembo Global Industries Limited announced its financial results for the first quarter ended June 30, 2026, reporting a significant year-on-year growth across key metrics. The company's consolidated revenue from operations reached ₹302.4 crore, marking a 21.9% increase compared to Q1FY26. This growth was primarily driven by the Engineering segment, which saw a substantial rise of 172.9% YoY.
EBITDA for the quarter stood at ₹49.2 crore, up by 74.8% YoY, with the EBITDA margin expanding by 493 basis points to 16.3%. This improvement is attributed to the higher contribution from the Engineering & EPC business. Profit After Tax (PAT) also saw a healthy increase of 55.3% YoY, reaching ₹31.2 crore, with the PAT margin improving to 10.3%.
Mr. Sanjay J. Patel, Managing Director, expressed optimism about the strong start to FY27, highlighting the robust performance in the Engineering and EPC business. The company reiterated its FY27 revenue guidance of ₹1,600 crore. The revenue mix has shifted significantly towards Engineering and EPC, now representing 99% of the total, compared to 44% in Q1FY26.
In the Defence & Aerospace sector, Tembo Global is advancing its capabilities. The company received an ammunition manufacturing license for its subsidiary, Tembo Classic Engineering Private Limited, and has acquired land for a manufacturing facility in Amravati, Maharashtra, with commercial production targeted by Q1 FY28. Furthermore, through its subsidiary JR UAV Limited, Tembo has formed a strategic joint venture with JR-UAV Europe and JR PROPO (Japan) to develop and manufacture next-generation UAVs and autonomous systems in India. This venture aims for approximately ₹100 crore in revenue in its first year of operation, with specialized UAV component production set to begin in Q3 FY27.
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