Tembo Global Industries Ltd. · NSE:TEMBO
Tembo Global Industries — Q4 FY26 Earnings Presentation
38 slides from Tembo Global Industries's earnings presentation, May 28, 2026
Slide 1: Exchange filing cover letter
Date: May 28, 2026 To, Manager - Listing Compliance National Stock Exchange of India Limited Exchange Plaza, C-1, Block G, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051. Company Code: TEMBO Subject: Investor Presentation on the Financial Results (Standalone & Consolidated) for the quarter and y
Slide 2: Tembo Global Industries Ltd Q4 & FY26 Investor Presentation
Tembo Global Industries Ltd Q4 & FY26 - Investor Presentation | May 2026 Geared for Value Creation Engineering Solutions & EPC Defence Solutions Solar Power Textiles
Slide 3: Table of Content
Business & Financial Highlights 3 Table of Company Overview 15 Content Business Proposition 21 Business Segments 23 The Way Forward 31 2 2
Slide 4: Business & Financial Highlights
Business & Financial Highlights 3
Slide 5: Q4 & FY26: Robust Financial Performance
Q4 & FY26: Robust Financial Performance “FY26 has been a transformational year for Tembo Global Industries, marked by strong financial performance, execution excellence, and decisive progress across our strategic growth pillars. The Company delivered robust growth with revenues rising 46.7% YoY to I
Slide 6: Consolidated Income Statement – Q4 & FY26
Consolidated Income Statement – Q4 & FY26 Particulars (in INR Crores) Q4 FY26 Q4 FY25 YoY Q3 FY26 QoQ FY26 FY25 YoY Revenue 346.0 274.0 26.3% 250.7 38.0% 1,090.2 743.2 46.7% Cost of Goods Sold 298.4 227.0 31.5% 199.7 49.5% 912.8 614.6 48.5% Gross Profit 47.5 47.0 1.1% 51.0 (6.9%) 177.3 128.6 37.9%
Slide 7: Operational Excellence: Q4 FY26
Operational Excellence: Q4 FY26 OPERATING REVENUE (in INR Crores) EBITDA (in INR Crores) and EBITDA margin (%) 50 11.3% 10.5% 40 10.0% 30 20 5.0% 26.3% YoY 35.2% YoY 274 346 10 29 39 0 0.0% Q4FY25 Q4FY26 Q4FY25 Q4FY26 PROFIT BEFORE TAX (in INR Crores) PAT (in INR Crores) and PAT margin (%) 40 8.7% 1
Slide 8: Operational Excellence: FY26
Operational Excellence: FY26 OPERATING REVENUE (in INR Crores) EBITDA (in INR Crores) and EBITDA margin (%) 150 13.1% 12.3% 17.0% 12.0% 100 7.0% 50 2.0% 46.7% YoY 55.4% YoY -3.0% 743 1,090 92 143 0 -8.0% FY25 FY26 FY25 FY26 PROFIT BEFORE TAX (in INR Crores) PAT (in INR Crores) and PAT margin (%) 150
Slide 9: Revenue Break-up: FY26
Revenue Break-up: FY26 Segment Wise Revenue Mix (%) Geographical Mix Textiles, Exports, 40% 12% Engineering Products, 60% Domestic, 88% Engineering Products Textiles Domestic Exports 8
Slide 10: Historical Key Performance Metrics
Historical Key Performance Metrics Revenue EBITDA & EBITDA Margin (%) 12.3% 13.1% 160 14.0% 140 12.0% 120 10.0% 100 5.8% 8.0% 80 4.7% 5.4% 6.0% 60 40 4.0% 20 8 13 26 92 143 2.0% 176 250 439 743 1,090 0 0.0% FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 PAT & PAT Margin (%) Cash PAT (PAT + Deprec
Slide 11: Historical Key Performance Metrics
Historical Key Performance Metrics Debt to Equity (%) Working Capital (in Days) 1.62 1.24 1.03 0.75 0.77 78 66 33 84 94 FY22 FY23 FY24 FY25 FY26* FY22 FY23 FY24 FY25 FY26 *Working capital days are elevated due to extended credit periods in EPC projects and longer conversion timelines in engineering
Slide 12: Consolidated Income Statement
Consolidated Income Statement Particulars (in INR crores) FY 22 FY 23 FY 24 FY25 FY26 Revenue 175.9 249.8 438.5 743.2 1,090.2 Cost of Goods Sold 137.7 206.5 378.2 614.6 912.8 Gross Profit 38.2 43.3 60.3 128.6 177.3 Gross Profit Margin 21.7% 17.3% 13.8% 17.3% 16.3% Employee Expenses 4.9 5.7 8.0 7.6 1
Slide 13: Consolidated Balance Sheet
Consolidated Balance Sheet As on As on As on As on As on Particulars (in INR crores) 31st March 31st March 31st March 31st March 31th March 2022 2023 2024 2025 2026 ASSETS High Working Capital to execute the LC backed EPC order book. The Company Non - Current Assets 26 33 41 143 218 maintained hig
Slide 14: Company Overview
Pr TEMBO Company Overview
Slide 15: Tembo Global Industries Limited – At a Glance
Tembo Global Industries Limited – At a Glance Tembo is a prominent engineering company, manufacturing high-quality specialised metal products for a wide array of applications, including Pipe Support Systems, Fasteners, Anchors, and HVAC, catering to industries like Automotive, Real Estate, Infrastru
Slide 16: Ready to Yield the Benefits of Diversification
Ready to Yield the Benefits of Diversification Key Business Verticals Engineering Solutions Textiles Defence Power Key Financials EPC Project Delivery and Processing of Fibres & Segment Highlights Manufacturing Structural Array of Products Solar Power CAGR Growth (%) Yarn Support Systems (FY21-FY26)
Slide 17: Journey from Trading to a Leading Engineering Solutions Player
Journey from Trading to a Leading Engineering Solutions Player Saketh Exim Production increased by Commenced electroplating 2010 70% for Pipe Hangers & 2016 2017 Plant & Mfg. of Threaded Bar. Pvt. Ltd. was established. 200% for Threaded Bars. 2024 Commercialized manufacturing facility spread across
Slide 18: Backed by Strong Leadership Team
Backed by Strong Leadership Team Sanjay J Patel Fatima S. Kachwala Shalin Sanjay Patel Col Aamit Awasthi Shabbir Merchant Executive Director & Non - Executive General Manager at Managing Director Director Chief Financial Office Director Tembo Defence Pvt. Ltd. Founded Tembo Group in 2010 Co-foun
Slide 19: Seasoned Board of Directors
Seasoned Board of Directors Ms. Homai Daruwalla Ajay Madan Sumantra Sarathi Mahata Nikunj Barot Ankit Bhaskar Independent Director Independent Director Independent Director Independent Director Independent Director An accomplished banker and A distinguished Chartered A Fellow Member of the A
Slide 20: Business Proposition
Pr TEMBO Business Proposition
Slide 21: Creating Value through Engineering Know-how
Creating Value through Engineering Know-how Capacity Expansion and Foray Diversified Business with Strong into High Margin Business Order Book Engineering Products: Manufacturing & Fabricating Capacity Expansion: The Company’s current metal products essential for Pipe Support Systems, capacity i
Slide 22: Business Segments
Pr TEMBO Business Segments
Slide 23: Engineering Solutions: Core Focus Area
Engineering Solutions: Core Focus Area Product Portfolio Competitive Edge Heavy Duty Clamps Fabrication Engage into margin accretive and long-term revenue stability projects Offers comprehensive & integrated solutions Enhances competitive advantage & attracts broader customer base Facilities a
Slide 24: Engineering Solutions: Driving Revenue Visibility
Engineering Solutions: Driving Revenue Visibility Revenue Mix: FY26 Order Book for Order Book: INR 1,478 Crores Engineering & EPC segments Exports, 29% Domestic, 71% Order Bidding Pipeline (including L1): Order Bidding Pipeline INR 2,256 Crores (including EPC giving us strong multi- Projects) year r
Slide 25: Engineering Solutions: Key Ongoing & Completed Projects
Engineering Solutions: Key Ongoing & Completed Projects New Water Bottling Refinery Hotel Marine Jetty Pipe Supply Refinery Fuel Farm Injection Terminal Expansion Construction Support Civil & RCC Work, MEP & Fire Fighting Construction of Laying Pipe Applying VGO and Construction of MEP & HVAC Infras
Slide 26: Senior EPC Team
Senior EPC Team Suhas Deshpande Shantanu Ghosh Manas Mukherjee Senior Project Director Project Director Project Director Ports & Jetty Fuel Farm / Water Jetty Rich experience in Ports and Harbours Diversified experience in EPC, Fuel Over 35 years of diversified exposure executing and Breakwate
Slide 27: Serves Marquee Domestic & International Clients
Serves Marquee Domestic & International Clients 26
Slide 28: Textiles: Catering through Strong Sourcing Capabilities
Textiles: Catering through Strong Sourcing Capabilities Textiles Business Textiles revenue in FY26 stood at INR 439 crores. It was Processing and Supply of Fibres and Yarn entirely generated from Initiated Exports of Yarn in FY24 Clientele: Importers, Chain Stores, Retailers, Brands, and other
Slide 29: The Way Forward
The Way Forward Being the Preferred Supplier of Choice for Diverse Engineering and Specialised Products 28
Slide 30: Expanding Manufacturing Capacity to 1,00,000 MTPA
Expanding Manufacturing Capacity to 1,00,000 MTPA New Capacity: Commissioned in Jan 2026 Capacity Expansion 1,1 1,1 1,1 5,000 4,770 4,540 1,1 1,1 4,310 1,1 4,080 1,1 1,1 1,1 3,850 3,620 3,390 3,160 1,1 1,1 1,1 2,930 2,700 2,470 1,1 2,010 1,1 1,1 2,240 1,780 1,1 1,1 1,1 1,550 1,320 1,090 1,1 0,630 1,
Slide 31: Foray into Solar Power
Foray into Solar Power Leadership Project Details ❑ 120 MW PPA signed with Maharashtra Government ❑ Commissioning by Q2FY27 – Extending till 25 years ❑ Land Finalized & First Disbursement of Loan is done by Financials institutions ❑ Revenue Potential of ~ INR 80 Crores in FY27 ❑ For our Solar Specia
Slide 32: MoU with Government of Maharashtra at Davos for defence unit
Signed MoU with the Government of Maharashtra at World Economic Forum, Davos for setting-up a defence products manufacturing unit in Maharashtra in FY25 31
Slide 33: Enhancing Capabilities & Entry into Defence
Enhancing Capabilities & Entry into Defence Integrated Manufacturing Technology and Processes to yield Higher Efficiency Enhances Higher Production Output through Margin-Accretive Value-Added Products Enhancing Capabilities Centralised Operations with Streamlined Supply Chain Logistics to prom
Slide 34: Entering Defence Manufacturing
Entering Defence Manufacturing Col K V S Tanwar, VSM (Retd) Col Aamit Awasthi (Retd) An decorated Army Officers and seasoned defence He is the General Manager at Tembo Defence Products business leader with over 25 years of experience Pvt. Ltd. While in service, facilitated the Indian Army to p
Slide 35: Defence: Business Dynamics and Industry Tailwinds
Defence: Business Dynamics and Industry Tailwinds Technology Tie-up: Salient Features MoU Signed at Davos Strategic Partnership with a Leading European Company Signed MoU with the Government of Maharashtra for setting-up a Defence Signed MoU for Assisting Establishment of a new state-of-the- P
Slide 36: Manufacturing Shift for Creating Value
Manufacturing Shift for Creating Value Shift towards Margin Accretive Business Market Size Segment Wise Revenue Mix (%) – FY26 Segment Wise Revenue Mix (%) – FY27 Pipe hangers & support system USD 20 Billion Defence, Power, 5% 10% Textiles, Textiles, 40% Geared for Growth 10% ERW Pipes USD 25 Billio
Slide 37: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Tembo Global Industries Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any
Slide 38: Thank You
Thank You Company Secretary E: cs@tembo.in IR Consultants Contact Vikash Verma E: vikash.verma1@in.ey.com Hiral Keniya E: hiral.Keniya@in.ey.com Yashvi Jain E: yashvi.jain1@in.ey.com CORPORATE OFFICE Plot No- PAP D- 146/ 147, TTC MIDC, Turbhe, Navi Mumbai-400705, India. T: +91 22 27620641 37
Tembo Global Industries — Q4 FY26 Earnings Presentation on 6ix