Tembo Global Industries Ltd
Incorporated in 2010, Tembo Global Industries Ltd manufactures and trades fabricated metal products[1]
- Market Cap ₹ 893 Cr.
- Current Price ₹ 577
- High / Low ₹ 905 / 386
- Stock P/E 13.8
- Book Value ₹ 137
- Dividend Yield 0.35 %
- ROCE 31.4 %
- ROE 36.7 %
- Face Value ₹ 10.0
Pros
- Company is expected to give good quarter
- Company has delivered good profit growth of 84.4% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 32.2%
Cons
- Promoter holding has decreased over last quarter: -2.22%
- Debtor days have increased from 39.7 to 59.0 days.
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Industrials Capital Goods Industrial Products Iron & Steel Products
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM | |
|---|---|---|---|---|---|---|---|
| 79 | 104 | 176 | 250 | 439 | 743 | 850 | |
| 73 | 97 | 168 | 236 | 413 | 652 | 752 | |
| Operating Profit | 6 | 8 | 8 | 13 | 25 | 92 | 99 |
| OPM % | 7% | 7% | 5% | 5% | 6% | 12% | 12% |
| 0 | 0 | 2 | 0 | 1 | 4 | 18 | |
| Interest | 2 | 2 | 4 | 3 | 5 | 17 | 20 |
| Depreciation | 1 | 2 | 2 | 3 | 3 | 2 | 3 |
| Profit before tax | 3 | 3 | 4 | 8 | 19 | 76 | 95 |
| Tax % | 28% | 30% | 27% | 27% | 25% | 28% | |
| 2 | 2 | 3 | 6 | 14 | 51 | 65 | |
| EPS in Rs | 1.76 | 1.82 | 2.30 | 5.21 | 12.80 | 32.95 | 49.60 |
| Dividend Payout % | 32% | 40% | 0% | 0% | 8% | 3% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 57% |
| 3 Years: | 62% |
| TTM: | 77% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 84% |
| 3 Years: | 191% |
| TTM: | 264% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | % |
| 5 Years: | 49% |
| 3 Years: | 77% |
| 1 Year: | 20% |
| Return on Equity | |
|---|---|
| 10 Years: | % |
| 5 Years: | 28% |
| 3 Years: | 32% |
| Last Year: | 37% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|
| Equity Capital | 5 | 10 | 10 | 11 | 13 | 16 |
| Reserves | 16 | 13 | 15 | 29 | 53 | 196 |
| 17 | 36 | 41 | 41 | 50 | 258 | |
| 13 | 22 | 26 | 29 | 47 | 104 | |
| Total Liabilities | 51 | 81 | 92 | 110 | 163 | 574 |
| 7 | 18 | 20 | 22 | 22 | 26 | |
| CWIP | 1 | 0 | 0 | 3 | 8 | 84 |
| Investments | 0 | 0 | 1 | 1 | 1 | 2 |
| 43 | 62 | 70 | 84 | 131 | 462 | |
| Total Assets | 51 | 81 | 92 | 110 | 163 | 574 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|
| -0 | -4 | 4 | 2 | -7 | -203 | |
| -3 | -12 | -5 | -7 | -8 | -82 | |
| 4 | 16 | 2 | 6 | 15 | 288 | |
| Net Cash Flow | 1 | 0 | -0 | 0 | -0 | 2 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|
| Debtor Days | 94 | 108 | 57 | 34 | 26 | 59 |
| Inventory Days | 87 | 98 | 73 | 61 | 44 | 78 |
| Days Payable | 74 | 84 | 46 | 24 | 36 | 42 |
| Cash Conversion Cycle | 106 | 122 | 84 | 71 | 33 | 95 |
| Working Capital Days | 75 | 63 | 48 | 20 | 29 | 2 |
| ROCE % | 12% | 10% | 18% | 24% | 31% |
Documents
Announcements
-
Trading Window
26 September 2025 - Trading window closed Oct 1, 2025 until 48 hours after unaudited Q2/H1 results for September 30, 2025.
-
General Updates
26 September 2025 - 584,400 equity shares listed after conversion of warrants; trading from Sept 25, 2025; lock-in until May 31, 2027.
-
Analysts/Institutional Investor Meet/Con. Call Updates
18 September 2025 - Virtual investor/analyst interaction on 23 Sept 2025, 11:00–12:00 (Arihant Capital conference).
-
Outcome of Board Meeting
16 September 2025 - SMBC appointed internal auditor for FY2025-26; RoC approved AGM extension for FY ended Mar 31, 2025.
-
General Updates
16 September 2025 - ROC approved 3-month extension to hold AGM for FY ended 31/03/2025 (approval dated 15/09/2025).
Business Overview:[1]
TGIL is a manufacturer and fabricator of metal products used in Pipe Support Systems, Fasteners, Anchors, HVAC,
Anti-Vibration Systems and Equipment for industrial, commercial, utility and OEM installations. Company is a fabrication and installation specialist in ductile pipes, HDB pipes and fittings, and MS plate. Its products are certified and approved by Underwriter’s Laboratory Inc. (USA) and FM Approval (USA) for Fire Sprinkler System Installations