Tembo Global Q3 FY26: Revenue up 49.5% to ₹251 Cr; PAT up 36.7%
Tembo Global Industries reported Q3 FY26 revenue of ₹251 Cr (up 49.5% YoY) and PAT of ₹26 Cr (up 36.7% YoY). The order book stands at ₹1484 Cr. The company expects ₹300 Cr revenue from its Defence business by Q3 FY27 with 30-35% EBITDA margins. FY27 revenue growth is projected at 35-40%.
The announcement includes significant financial performance improvements, strategic expansion plans (new facility, Defence, Solar), and a substantial order book, all of which are material for investors.
The company reported strong year-on-year growth in revenue and profit, improved margins, and provided positive outlook for its new ventures like Defence and Solar, alongside expansion in its core businesses.
Tembo Global Industries Limited announced its financial results for the third quarter and nine months ended December 31, 2025. The company reported a strong operational progress supported by consistent execution across its engineering solutions and textiles divisions.
For Q3 FY26, Tembo achieved a total revenue of ₹251 crore, marking a significant 49.5% year-on-year growth. Sequentially, revenue remained stable. For the 9-month period, revenue stood at ₹744 crore, an increase of 58.6% year-on-year. EBITDA for Q3 FY26 was ₹43 crore, up 41.9% year-on-year, while the 9-month EBITDA rose by 64.7% year-on-year to ₹104 crore. EBITDA margins for Q3 FY26 were 17.2%, and for 9MFY26, they improved to 13.9%. Profit After Tax (PAT) for the quarter was ₹26 crore, a 36.7% year-on-year increase, with a PAT margin of 10.4%. For the 9 months, PAT stood at ₹68 crore, reflecting a strong 74.2% year-on-year growth with margin expansion.
The Engineering division recorded 52.9% year-on-year growth in Q3 revenue, while the Textile division reported 44.4% year-on-year growth. The company's consolidated order book stood at approximately ₹1484 crore as of December 2025. Discussions are ongoing for potential port construction and fuel farm system projects valued over ₹700 crore.
Operationally, the company commenced commercial production at its new manufacturing facility in Vasai, which will increase its installed capacity to approximately 100,000 metric tons over the next two to three years. In the Solar vertical, land has been acquired across 24 sites, and initial project financing has been secured. For the Defence vertical, key regulatory steps, including land allotment and obtaining an arms license, have been completed.
In the Q&A session, the management discussed the Defence business, expecting commercial production to start by Q3 FY27 with an annual revenue potential of around ₹300 crore and EBITDA margins of 30%-35%. For FY27, the company targets a 35%-40% growth with PAT margins of 10%-12%. The Vasai plant is expected to reach 90%-100% utilization in two to three years. The Solar division is projected to generate ₹75-90 crore in annual revenue from PPA agreements with the government, with an additional subsidy of ₹110 crore. The company also plans to separate its textile business by 2027.
What to do with a filing like this
Tembo Global Industries Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Tembo Global Industries Limited. Read the original for the full detail.