TEMBO / language trends

Read confidence between the lines.

Tembo Global Industries · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q1-FY27 · Shabir Merchant

The engineering and EPC segment accounted for most revenues reflecting our successful transition towards higher value engineering businesses and a reduced dependence on legacy trading activities. This shift is not only strengthening revenue quality but is also driving sustainable margin expansion.

tracked

Q1-FY27 · Management

We expect the revenue to come in this year because it's a buyback agreement with a performance guarantee attached to it. So there will be whatever production which takes place will be of course accounted in revenue coming in.

tracked

Q1-FY27 · Management

Captive captive utilization plus value added engineering is a best combo which you kind of succeed in the long run because then you don't just become a person who's manufacturing but you add value by putting engineering in place.

tracked

Q1-FY27 · Management

This guidance will come in due course of time for FY28... But as we see our track record in the last five years we are positively looking at growing and every time we come up with a figure which actually surprises.

tracked

Q3-FY26 · Shabir Merchant

So we are targeting a growth of around 35 to 40%. From current level. And what sort of margins we looking at? Margins is around uh 10 to 12% fat. Pat is 10 to 12%.

tracked

Q3-FY26 · Sanjay Patel

So I will let you know the basically it's a field manner and there are a lot of new machineries which have been ordered and have been imported. So we have started manufacturing over there and it will get ramped up as discussed in the in the next on a higher side two to three years on a very higher side we would be working on complete capacity and utilization in two to three years.

tracked

Q3-FY26 · Shabir Merchant

In defense, we have completed key regulatory steps including land allotment and obtaining the arms license. These forward strides reflect our commitment to building diversified future ready verticles with steady operations.

tracked

Q4-FY26 · Shabir Merchant

FY26 has been a transformational year for Tembo Global Industries marked by strong financial performance, execution excellence and meaningful progress across our strategic priorities.

tracked

Q4-FY26 · Shabir Merchant

We target revenues of approximately rupees 1,600 crores, approximately a growth of around 30 to 40% in FY27.

tracked

Q4-FY26 · Sanjay Patel

We target 20,000 crores of top line by 2030 and we are working hard on that to achieve the same.

tracked

Q4-FY26 · Management

When projects are falling in line in the initial stage there's a user uh more expensive than what is happening in closure of project. So there is nothing which has gone wrong.

tracked