Tembo Global Q4FY26 Revenue Up 26.3% YoY to ₹346 Cr; FY26 Revenue ₹1,090 Cr (+46.7% YoY)
Tembo Global reported FY26 revenue of ₹1,090 Cr, up 46.7% YoY, with EBITDA at ₹143 Cr (+55.4%) and PAT at ₹98 Cr (+79.7%). Q4FY26 revenue was ₹346 Cr (+26.3%). The company is L1 bidder for a ₹300 Cr Kuwait project and has a ₹1,548 Cr order book. Defence manufacturing licenses secured.
The announcement details substantial financial growth, significant project wins, a robust order book, and strategic diversification into the defence sector, all of which are material events likely to impact investor sentiment and the company's future performance.
The company reported strong year-on-year growth in revenues, EBITDA, and PAT for both the quarter and the full fiscal year. Significant order book, new project wins, and strategic advancements in defence manufacturing contribute to a positive outlook.
Tembo Global Industries Limited has announced robust financial results for the fourth quarter and full year ended March 31, 2026. For the fiscal year 2026 (FY26), the company reported revenues of ₹1,090.2 crore, a significant increase of 46.7% year-on-year (YoY). EBITDA for FY26 stood at ₹143 crore, up by 55.4% YoY, with EBITDA margins expanding by 74 basis points to 13.1%. Profit After Tax (PAT) for FY26 grew by 79.7% YoY to ₹98.2 crore, and PAT margins improved by 166 basis points to 9.0%. Earnings Per Share (EPS) for FY26 was ₹51.23, a 64.6% increase YoY.
In the fourth quarter of FY26 (Q4FY26), revenues grew by 26.3% YoY to ₹346 crore, driven by strong performance in the Engineering segment. EBITDA for Q4FY26 was ₹39 crore, up 35.2% YoY, with margins at 11.3%. PAT in Q4FY26 increased by 93.3% YoY to ₹30 crore, and PAT margins expanded significantly to 8.7%.
Mr. Sanjay J. Patel, Managing Director, highlighted FY26 as a transformational year, emphasizing strong financial performance and strategic progress. The company secured a position as the L1 bidder for a Kuwait offshore revamp project estimated at ~₹300 crore. The order book stands robust at ~₹1,548 crore, with a bidding pipeline exceeding ₹2,256 crore. Tembo has also entered the defence manufacturing sector, securing licenses for small arms and ammunition manufacturing, and is exploring opportunities with a defence PSU.
The company's solar projects are expected to be fully operational by the end of Q2 FY27, with commercial operations commencing from Q3 FY27. Tembo maintains a strong balance sheet with a debt-to-equity ratio of 0.77:1 as of March 31, 2026, and healthy return ratios (ROCE at 18.4%, ROE at 20.0%). Looking ahead, the company projects revenues of approximately ₹1,600 crore in FY27, driven by the engineering business.
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