Tembo Global Industries Ltd.
NSE: TEMBO · Software & IT Services
Sector
Software & IT Services
Size band
Small cap
Market cap
1,098cr
P/E
16.6
ROE
32.9%
Dividend yield
0.4%
No price is shown on this page, live or delayed. It records what management said on the earnings call, and the company’s filings.
Measured against
Peer set
IT Services & Consulting · largest 12 of 48 measured at Q1 FY27 · financials via Screener| Company | Operating margin | Revenue growth |
|---|---|---|
| Tata Consultancy Services Ltd. | 26.0% | 13.9% |
| Infosys Ltd. | 24.0% | 14.0% |
| HCL Technologies Ltd. | 20.0% | 13.9% |
| Wipro Ltd. | 19.0% | 10.6% |
| Tech Mahindra Ltd. | 17.0% | 17.7% |
| Persistent Systems Ltd. | 16.0% | 29.1% |
| Oracle Financial Services Software Ltd. | 60.0% | 68.7% |
| Nippon Life India Asset Management Ltd. | 66.0% | 26.4% |
| Mphasis Ltd. | 18.0% | 17.5% |
| Coforge Ltd. | 19.0% | 49.2% |
| Affle 3i Ltd. | 22.0% | 20.3% |
| Tembo Global Industries Ltd. | 16.0% | 21.8% |
What management said
19 statements on recordEarnings call · Q1 FY27 · 25 Aug 2026
- Revenue→INR 1,600 crores· FY27
“we remain confident on sustaining this growth trajectory and achieving our FY27 revenue guidance of INR 1,600 crores.”
- Solar project commissioning / commercial operations→remaining sites on track for commissioning in Q2 FY27; commercial operations expected in Q3 FY27· Q2 FY27 / Q3 FY27
“four solar project sites have already been commissioned and are operational, while the remaining sites are on track for commissioning in Q2 FY27. With commercial operations expected to commence in Q3 FY27, these projects are poised to become an important contributor to the company's revenue stream.”
- UAV component manufacturing→commence from Vasai facility· Q3 FY27
“We also expect to commence UAV component manufacturing from our Vasai facility in Q3 FY27.”
- Aerospace / UAV JV revenue→around INR 100 crores· first calendar year
“With a first calendar year revenue target of around INR 100 crores, the joint venture reflects the significant market potential of the business and growing trust among global customers in the platform, technological, engineering, and manufacturing sector.”
- Defense manufacturing first batch→first batch to come out· Q4 FY27
“So, we are planning to manufacture the first batch to come out on the Q4 FY27.”
- Defense / JV combined revenue→INR 70 crores to INR 100 crores· this year / Q4 FY27 context
“So, it would be a percentage to, we look at around, in a range of around INR 70 crores to INR 100 crores of revenue in this particular quarter.”
- Defense PAT margin→30% to 35%
“So, we are looking at around 30% to 35% of PAT. 30% to 35% PAT margins?”
- Debt for defense→around INR 250 crores· 1st Phase
“In defence, currently we are looking for around INR 250 crores of debt for the 1st Phase.”
- Company EBITDA margin→16% to 18%· this year
“So, we are looking at around 16% to 18% of EBITDA?”
- Defense / ammunition EBITDA margin→45% to 50%
“EBITDA would be around, around 45% to 50% of EBITDA that would come around.”
- Ammunition revenue→around INR 200 crores
“I am talking about the ammunition right now, we look at around INR 200 crores of ammunition of revenue, which would be added.”
- Defense arms and ammunition revenue→INR 300 crores to INR 350 crores· FY28
“Around INR 300 crores to INR 350 crores.”
- Aerospace revenue→INR 100 crores of additional revenue· FY28 context
“That would be INR 100 crores of additional revenue and approximately INR 100 crores of additional revenue and the EBITDA remains the same.”
- Vasai capacity utilization→65%-70% of capacity· by year end of FY27
“And we by the year end of FY, we look at around 65%-70% of capacity.”
- Vasai peak utilization→peak utilization· around one and a half to two years
“So, idea is to get the peak utilization in around one and a half to two years.”
- Solar revenue→INR 50 crores to INR 60 crores· current year
“So, in current year, what we are looking at around INR 50 crores to INR 60 crores of revenue contribution coming in this year.”
- Solar peak revenue→INR 80 crores to INR 90 crores· FY28 context / peak level
“And at peak level, what will be the contribution? Around INR 80 crores to INR 90 crores.”
- Defense capex→first set of investment around INR 550 crores; second around 400-INR 450 crores· initial first 2-3 years
“The first set of investment would be around INR 550 crores and second would be around 400-INR 450 crores, that would be.”
- Defense debt→around INR 200 crores to INR 250 crores· 1st Phase
“Around INR 200 crores to INR 250 crores.”
Taken from management commentary on the company’s earnings call and quoted verbatim. These are statements of intent made by the company, not forecasts by Bharatstox, and nothing here records whether they were met.
No broadcast calls recorded.
We log calls made about a company on business television — Zee Business, CNBC Awaaz and NDTV Profit — as they are stated on air. Nothing is on record for Tembo Global Industries Ltd..
Shareholding
change across 4 filings| Category | Jul 26 | Jul 26 | Jun 26 | Jun 26 | Change |
|---|---|---|---|---|---|
| Promoters | 39.0 | 38.3 | 37.7 | 37.7 | +1.3 |
| Foreign institutions | 8.3 | 8.5 | 8.5 | 8.5 | −0.2 |
| Domestic institutions | 1.6 | 1.6 | 1.7 | 1.5 | +0.1 |
| Retail & others | 51.2 | 51.7 | 52.1 | 52.2 | −1.0 |
As filed with the exchange for the periods ending Jun 26 to Jul 26.
Filings
latest 25 of 352- Updates15 Oct 2026
- Press Release15 Oct 2026
- Certificate under SEBI (Depositories and Participants) Regulations, 201814 Oct 2026
- Resignation9 Oct 2026
- Updates8 Oct 2026
- Shareholders meeting1 Oct 2026
- Updates30 Sept 2026
- Shareholders meeting30 Sept 2026
- Trading Window28 Sept 2026
- Updates21 Sept 2026
- Updates16 Sept 2026
- Updates16 Sept 2026
- Updates16 Sept 2026
- Updates15 Sept 2026
- Copy of Newspaper Publication9 Sept 2026
- Shareholders meeting8 Sept 2026
- Shareholders meeting7 Sept 2026
- Press Release7 Sept 2026
- Cessation4 Sept 2026
- Shareholders meeting4 Sept 2026
- Copy of Newspaper Publication31 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates25 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates19 Aug 2026
- Investor Presentation18 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates14 Aug 2026
The 25 most recent of 352 filings we hold for TEMBO, back to January 2024. Every filing, by day.
Disclaimer
Guidance is quoted from management commentary on quarterly earnings calls; the words are the company's own and the targets are theirs, not ours. Peer comparisons use quarterly financials sourced from Screener, with every company measured at the same fiscal quarter; the peer set is companies sharing the same industry classification, and comparisons are descriptive, not a ranking or a view. Filings are reproduced as companies filed them to the NSE and BSE; Bharatstox does not verify, endorse or comment on their contents. This page is for informational and educational purposes only and does not constitute investment advice, research, or a recommendation to buy or sell any security. Investing in securities markets is subject to market risks. Read all related documents carefully before investing.