NSEPress Release11 Aug 2026 · 11 Aug 2026, 09:44 pm

Press Release

Tembo Global Industries Limited · TEMBO

✦ AI Summary▲ PositiveResults

Tembo Global Industries Limited has announced its Q1FY27 financial results, reporting a 21.9% YoY growth in revenue to INR 302 crores, with EBITDA and PAT increasing by 74.8% and 55.3% YoY respectively. The company has also made significant progress in its defence manufacturing capabilities and has entered into a strategic joint venture with European and Japanese companies for the localisation and manufacturing of UAVs.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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Tembo Global Industries Limited has informed the Exchange regarding a press release dated August 11, 2026, titled "Tembo Records Healthy Q1FY27 Growth Across Revenue and Profitability".

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Date: August11, 2026 The Manager – Listing Department National Stock Exchange of India Limited Exchange Plaza, C-1, Block G, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051 Dear Sir/ Madam, Ref: Symbol- TEMBO (ISIN: INE869Y01010) Subject: Press Release Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 please find enclosed herewith press release titled “Tembo Global Industries’ Records Healthy Q1FY27 Growth Across Revenue and Profitability.” We request you to take the above on record. Thank you, Yours faithfully, For Tembo Global Industries Limited Sanjay Jashbhai Patel Managing Director DIN: 01958033 Tembo Global Records Healthy Q1FY27 Growth Across Revenue and Profitability Revenues at INR 302 Crores in Q1FY27, up by 21.9% YoY EBITDA at INR 49 Crores, up by 74.8% YoY; PAT at INR 31 Crores in Q1FY27, up by 55.3% YoY; Defence Foray Gathers Momentum with Signing of MoU with Leading European and Japanese Unmanned Aerial Vehicle (UAV) Manufacturer Mumbai, August 11, 2026: Tembo Global Industries Limited (NSE: TEMBO), a leading engineering-driven industrial solutions provider for sectors such as oil & gas, chemicals, construction, power, shipbuilding, nuclear, HVAC, and OEM installations, is pleased to announce its impressive financial performance for the first quarter ended June 30, 2026. Consolidated Financial Highlights – Q1FY27 Particulars Q1FY27 Q1FY26 YoY FY26 (in INR Crores) Revenue from Operations 302.4 248.1 21.9% 1,090.2 EBITDA 49.2 28.2 74.8% 142.5 EBITDA Margin % 16.3% 11.4% 493 bps 13.1% PAT 31.2 20.1 55.3% 98.2 PAT Margin % 10.3% 8.1% 222 bps 9.0% EPS (in INR) 1.45 1.17 23.9% 5.12 Consolidated Financial Results – Q1FY27  Revenue: o Revenues during Q1FY27 grew by 21.9% YoY to INR 302 crores, led by significant growth of 172.9% YoY in the Engineering segment  EBITDA: o EBITDA for Q1FY27 stood at INR 49 crores, up by 74.8% YoY; EBITDA Margin for Q1FY27 stood at 16.3%, expanded by 493 bps YoY, driven by higher contribution from the Engineering & EPC business, which continued to witness strong execution and operating leverage  PAT: o PAT during Q1FY27 increased by 55.3% YoY to INR 31 crores; PAT margin stood at 10.3%, expanded by 222 bps YoY Commenting on the significant performance, Managing Director of Tembo Global Industries, Mr. Sanjay J. Patel, expressed his view: “FY27 has commenced on a strong footing, with Tembo Global Industries delivering robust revenue and profitability growth during Q1 FY27, driven by continued momentum in the Engineering and EPC business which exponentially grew by 172.7% YoY. The Company’s revenue increased by 21.9% YoY to INR 302 Crores, while PAT surged by 55.3% YoY to INR 31 Crores, reflecting strong execution, improved operating efficiencies, and disciplined cost management. As communicated earlier, the management continues to prioritize the high-margin Engineering and EPC business to drive sustainable stakeholder value creation. Reflecting this strategic focus, the revenue mix of Engineering and EPC to Textiles improved significantly to 99:1 in Q1FY27, compared to 44:56 in Q1FY26. Based on the encouraging start to the year and the strength of the current business pipeline, we expect this growth momentum to continue and remain confident of achieving our previously outlined FY27 revenue guidance of INR 1,600 Crores. Engineering & EPC Our Engineering Solutions business continued to be the cornerstone of growth during the quarter, supported by sustained demand across oil & gas, marine, water infrastructure, EPC, and industrial sectors. Backed by a robust order book of INR 1,500+ Crores and a healthy bidding pipeline of INR 2,400+ Crores, we remain well positioned to capitalize on emerging opportunities across domestic and international markets. The Company's focus remains on enhancing EPC capabilities, expanding project execution capacity, and securing larger, high-value infrastructure contracts that strengthen long-term revenue visibility. Solar Our renewable energy portfolio continues to progress in line with planned milestones. Four solar project sites have already become operational, while the remaining sites are expected to be commissioned during Q2 FY27. Commercial operations are scheduled to commence from Q3 FY27 and are expected to contribute meaningfully towards revenue diversification, while creating a stable and recurring income stream that supports the Company's long-term growth strategy. Defence & Aerospace Advancing Defence Manufacturing Capabilities A major milestone during the quarter was the grant of an ammunition manufacturing licence by the Ministry of Home Affairs, Government of India, to Tembo Classic Engineering Private Limited (TCEPL). This approval significantly strengthens Tembo's presence in the defence manufacturing sector and marks an important step towards establishing an integrated defence production platform. The Company has already acquired land at Amravati, Maharashtra, for the proposed defence manufacturing facility, with construction activities expected to commence by the end of August 2026. Commercial production is targeted to begin by Q1 FY28, positioning Tembo to participate meaningfully in India's defence indigenisation initiatives under the Atmanirbhar Bharat and Make in India programs. Strategic UAV Platform Expanding its footprint in advanced aerospace technologies, Tembo Global Industries Ltd., through its Company JR UAV Limited, has entered into a strategic joint venture with JR-UAV Europe (Italy) and JR PROPO (Japan) to establish a comprehensive ecosystem for technology transfer, localisation, and manufacturing of next-generation UAVs and autonomous systems in India. This collaboration combines global aerospace expertise with Tembo's engineering and manufacturing capabilities to develop mission-ready UAV platforms for defence, surveillance, logistics, and industrial applications. The initiative is aligned with India's vision of building a globally competitive and self- reliant defence ecosystem while creating a scalable export-oriented manufacturing platform. UAV Component Manufacturing Further strengthening its aerospace ambitions, JR UAV Limited is set to commence production of specialised UAV components at its Vasai facility during Q3 FY27. The facility will manufacture precision components against international orders and is expected to serve as a key pillar of Tembo's expansion into the high-technology defence and aerospace value chain. The joint venture has set a target of approximately INR 100 Crores of revenue in its first year of operations, reflecting the significant growth potential of the business and the confidence of global customers in the platform's engineering and manufacturing capabilities. With a strong order pipeline, growing EPC opportunities, steady progress in renewable energy projects, and significant advancements in defence and aerospace initiatives, Tembo is well positioned to sustain its growth momentum. We remain focused on execution excellence, capacity expansion, business diversification, and technological advancement as we continue to create long-term value across our Engineering, EPC, Solar, Defence, and Aerospace businesses.” About Tembo Global Industries Ltd. (TGIL) Incorporated in 2010, Tembo Global Industries is a prominent entity in the industrial sector, specializing in the production and assembly of metal components for Pipe Support Systems, Fasteners, Anchors, HVAC, Anti- Vibration Systems, and Equipment for a range of installations, including industrial, commercial, utility, and OEM. The Company is a fabrication and installation specialist in ductile pipes, HDB pipes and fittings, and MS plate, and also engages in trading of metal products that complement its manufacturing operations. Its products are certified and approved by Underwriter’s Laboratory Inc. (USA) and FM Approval (USA) for Fire Sprinkler System Installations. As an export-driven enterprise, Tembo has [Showing first 8,000 characters — download PDF for full document]