Tembo Global Q1FY27: Revenue Up 21.9% to ₹302 Cr, PAT Surges 55.3% to ₹31 Cr
Tembo Global Industries reported Q1FY27 revenue of ₹302.4 Cr, up 21.9% YoY, and PAT of ₹31.2 Cr, up 55.3% YoY. The company's revenue mix shifted to 99% Engineering & EPC. It has a strong order book of over ₹1,500 Cr and a bidding pipeline of ₹2,400 Cr. Defence initiatives include securing an ammunition license and land acquisition for a new facility.
The substantial financial growth, positive revenue mix shift, strong order pipeline, and strategic expansions in high-growth sectors like defence and aerospace indicate a significant positive impact on the company's future prospects.
The company reported significant year-on-year growth in revenue and profit, driven by its high-margin Engineering & EPC business. Strategic advancements in defence and aerospace sectors also contribute positively.
Tembo Global Industries Limited has reported a robust financial performance for the first quarter ended June 30, 2026 (Q1FY27). The company's revenue saw a significant year-on-year increase of 21.9%, reaching ₹302.4 Crores, primarily driven by the high-margin Engineering & EPC business. Profit After Tax (PAT) surged by 55.3% YoY to ₹31.2 Crores, with PAT margin expanding by 222 bps to 10.3%. EBITDA also grew substantially by 74.8% YoY to ₹49.2 Crores, with EBITDA margin expanding by 493 bps to 16.3%, reflecting strong execution and improved operating efficiencies.
The revenue mix has shifted dramatically, with Engineering & EPC now contributing 99% of the revenue, a significant increase from 44% in Q1FY26, while Textiles contribute 1%. The company maintains a strong order book exceeding ₹1,500 Crores and a bidding pipeline of over ₹2,400 Crores for its Engineering & EPC segments. Tembo Global remains confident in achieving its FY27 revenue guidance of ₹1,600 Crores.
In the Defence and Aerospace sector, Tembo secured an ammunition manufacturing license and acquired land in Amravati, Maharashtra, for a new facility, with commercial production targeted from Q1 FY28. JR UAV Limited entered a strategic joint venture for UAV systems, with component manufacturing set to begin in Q3FY27 and targeting ₹100 Crores in revenue in its first year.
The company is also progressing with its solar power projects, with four sites operational and the remaining sites expected to be commissioned in Q2FY27, aiming for commercial operations from Q3FY27.
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