Tembo Global Industries earnings calls.

Tembo Global Industries delivered a strong Q3 FY26Current reported value: 26. No comparable prior figure is available in the source record. with 251 crore revenueCurrent reported value: 251 crore revenue. No comparable prior figure is available in the source record. (+49.5Current 49.5 crore vs previous available quarter 21.9 crore.% YoY) and 43 crore EBITDACurrent 43 crore vs previous available quarter 49.2 crore. (+41.9% YoY), driven by robust engineering and textile segment performance (52.9%Current 52.9%. Reported change: +52.9% YoY. and 44.4% YoY growth respectively). The 1,484 crore order bookCurrent 1,484 crore order book. Reported change: +Robust. provides 12-24 month revenue visibility, with a 700+ crore pipelineCurrent 700+ crore pipeline. Reported change: +New. in advanced negotiations. Key catalysts include the Vasai facility commencement taking installed capacity to ~100,000 MTCurrent ~100,000 MT. Reported change: +Phased., defense production targeting Q3 FY27 (125-150 crore FY27 contribution), and solar PPA revenues of 75-90 crore annually plus 110 crore subsidy. However, EBITDA margin contracted ~90bps YoYCurrent reported value: EBITDA margin contracted ~90bps YoY. No comparable prior figure is available in the source record. to 17.2Current 17.2 crore vs previous available quarter 16.3 crore.%, reflecting project mix and higher COGS. Working capital remains stable at 80-90 days. Management guided FY27 revenue growth of 35-40%Current reported value: 35-40%. No comparable prior figure is available in the source record. with PAT margins of 10-12%. Key risks include execution on large capex programs (1,000 crore defense, 650 crore solar), potential margin dilution from capital-intensive verticals, and management's deflection on cash flow from operations and ROIC metrics.