TEMBO NSE filing

Tembo Global Q3FY26 Revenue Surges 49.5% YoY to ₹251 Cr; PAT Up 36.7%

The RealCase readHigh impact Positive

Tembo Global Industries reported Q3 FY26 revenue of ₹251 Cr, up 49.5% YoY. 9MFY26 revenue reached ₹744 Cr, a 58.6% YoY increase. PAT for 9MFY26 was ₹68 Cr, up 74.2% YoY. The company commenced production at its new Vasai facility and has an order book of ₹1,484 Cr. A merger with Tembo Infra is approved.

Why it matters

The announcement details significant financial growth, operational expansion with a new facility, a strong order book, strategic diversification, and a proposed merger, all of which are material to the company's valuation and future outlook.

The market read

The company reported strong year-on-year growth in revenue, EBITDA, and PAT, along with positive commentary from the Managing Director regarding future prospects and strategic initiatives.

Tembo Global Industries Limited has announced its unaudited financial results for the third quarter and nine months ended December 31, 2025. The company reported a robust performance, with total revenue for Q3 FY26 growing by 49.5% year-on-year to ₹251 crores. For the nine months ended December 31, 2025 (9MFY26), revenue stood at ₹744 crores, marking a significant increase of 58.6% year-on-year.

EBITDA for Q3 FY26 increased by 41.9% YoY to ₹43 crores, and for 9MFY26, it reached ₹104 crores, up by 64.7% YoY. EBITDA margins for 9MFY26 expanded by 52 basis points YoY to 13.9%. Profit After Tax (PAT) during Q3 FY26 grew by 36.7% YoY to ₹26 crores, with a PAT margin of 10.4%. For 9MFY26, PAT grew by 74.2% YoY to ₹68 crores, and PAT margins expanded by 82 basis points YoY to 9.2%.

The Engineering segment revenue grew by 52.9% in Q3 FY26 to ₹129.9 crores, contributing ₹367.1 crores in 9MFY26. The Textile segment revenue grew by 44.4% in Q3 FY26 to ₹121.2 crores, contributing ₹383.4 crores in 9MFY26.

Commenting on the performance, Managing Director Mr. Sanjay J. Patel highlighted strong growth driven by consistent execution across Engineering Solutions and Textiles. The company has a robust order book of approximately ₹1,484 crores as of December 2025. Tembo is also in discussions for potential projects in port construction and fuel farm systems, representing a pipeline of over ₹700 crores.

A significant milestone was the commencement of commercial production at the new Vasai facility, which is expected to scale the company's installed capacity to approximately 1,00,000 MT, with a peak revenue potential of ₹700 crore annually. The company is also making progress in new verticals such as solar business and defence manufacturing.

Further strategic moves include the approved merger of Tembo Infra with Tembo Global Industries, aimed at enhancing EPC execution and operational efficiency. The company also raised capital through preferential allotment and warrants.

Filing to action

What to do with a filing like this

Tembo Global Industries Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Tembo Global Industries Limited. Read the original for the full detail.

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