Tembo Global Industries Ltd
Incorporated in 2010, Tembo Global Industries Ltd manufactures and trades fabricated metal products[1]
- Market Cap ₹ 1,035 Cr.
- Current Price ₹ 55.8
- High / Low ₹ 83.7 / 43.3
- Stock P/E 10.1
- Book Value ₹ 24.4
- Dividend Yield 0.17 %
- ROCE 22.8 %
- ROE 27.5 %
- Face Value ₹ 1.00
Pros
- Company is expected to give good quarter
- Company has delivered good profit growth of 105% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 30.2%
- Promoter holding has increased by 2.66% over last quarter.
Cons
- Promoters have pledged 40.6% of their holding.
- Debtor days have increased from 54.3 to 78.4 days.
- Promoter holding has decreased over last 3 years: -16.4%
- Working capital days have increased from 54.0 days to 132 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 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|
| 79 | 104 | 176 | 250 | 439 | 744 | 1,090 | 1,144 | |
| 73 | 97 | 168 | 236 | 413 | 652 | 948 | 981 | |
| Operating Profit | 6 | 8 | 8 | 13 | 25 | 92 | 142 | 164 |
| OPM % | 7% | 7% | 4.7% | 5% | 6% | 12% | 13% | 14% |
| 0 | 0 | 2 | 0 | 1 | -0 | 19 | 19 | |
| Interest | 2 | 2 | 4 | 3 | 5 | 17 | 25 | 26 |
| Depreciation | 1 | 2 | 2 | 3 | 3 | 2 | 7 | 9 |
| Profit before tax | 3 | 3 | 4 | 8 | 19 | 72 | 130 | 147 |
| Tax % | 28% | 30% | 27% | 27% | 25% | 30% | 24% | |
| 2 | 2 | 3 | 6 | 14 | 51 | 98 | 109 | |
| EPS in Rs | 0.17 | 0.18 | 0.23 | 0.52 | 1.28 | 3.29 | 4.92 | 5.73 |
| Dividend Payout % | 32% | 40% | 0% | 0% | 8% | 3% | 0% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 60% |
| 3 Years: | 63% |
| TTM: | 34% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 105% |
| 3 Years: | 136% |
| TTM: | 59% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | % |
| 5 Years: | 14% |
| 3 Years: | 34% |
| 1 Year: | -2% |
| Return on Equity | |
|---|---|
| 10 Years: | % |
| 5 Years: | 29% |
| 3 Years: | 30% |
| Last Year: | 28% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
| Equity Capital | 5 | 10 | 10 | 11 | 11 | 15 | 19 |
| Reserves | 16 | 13 | 15 | 29 | 55 | 196 | 434 |
| 17 | 36 | 41 | 41 | 50 | 258 | 386 | |
| 13 | 22 | 26 | 29 | 47 | 104 | 468 | |
| Total Liabilities | 51 | 81 | 92 | 110 | 163 | 574 | 1,306 |
| 7 | 18 | 20 | 22 | 22 | 26 | 118 | |
| CWIP | 1 | 0 | 0 | 3 | 8 | 84 | 68 |
| Investments | 0 | 0 | 1 | 1 | 1 | 2 | 31 |
| 43 | 62 | 70 | 84 | 131 | 462 | 1,089 | |
| Total Assets | 51 | 81 | 92 | 110 | 163 | 574 | 1,306 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
| -0 | -4 | 4 | 2 | 17 | -77 | -90 | |
| -3 | -12 | -5 | -7 | -32 | -207 | -85 | |
| 4 | 16 | 2 | 6 | 15 | 287 | 258 | |
| Net Cash Flow | 1 | 0 | -0 | 0 | -0 | 2 | 83 |
| Free Cash Flow | -3 | -16 | -1 | -6 | 9 | -157 | -187 |
| CFO/OP | 10% | -40% | 62% | 25% | 77% | -78% | -43% |
Ratios
Consolidated / View Standalone
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
| Debtor Days | 94 | 108 | 57 | 34 | 26 | 59 | 78 |
| Inventory Days | 87 | 98 | 73 | 61 | 44 | 78 | 141 |
| Days Payable | 74 | 84 | 46 | 24 | 36 | 42 | 104 |
| Cash Conversion Cycle | 106 | 122 | 84 | 71 | 33 | 95 | 115 |
| Working Capital Days | 75 | 63 | 48 | 20 | 20 | 10 | 132 |
| ROCE % | 12% | 10% | 18% | 24% | 31% | 23% |
Insights
In beta| Sep 2024 | Mar 2026 | |
|---|---|---|
| Engineering & EPC Order Book INR Crores ・Standalone data |
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| Engineering Human Capital Count count |
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| Engineering Products Revenue Mix % |
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| Installed Manufacturing Capacity MTPA |
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| Order Bidding Pipeline (incl. L1) INR Crores ・Standalone data |
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| Total Order Book (Consolidated) INR Crores |
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| Solar Land Sites Acquired (out of 30) count |
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| Solar Power PPA Capacity MW |
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Extracted by Screener AI
Documents
Announcements
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Shareholders meeting
- Tembo Global Industries filed AGM voting results and scrutinizer report for September 30, 2026 resolutions.
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Updates
- Tembo Global switched to Infomerics; CARE marked issuer non-cooperating on Rs390 crore facilities.
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Shareholders meeting
- Tembo Global held its 16th AGM on September 30, 2026; members considered five ordinary resolutions.
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Trading Window
- Trading window closed from October 1, 2026 until 48 hours after Q2 FY2026 results.
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Updates
- Investor meeting with Motilal Oswal Institutional Equities and clients scheduled for 24 September 2026, 12:30-1:30 PM.
Annual reports
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Annual Report 2026
from nse
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Annual Report 2025
from nse
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Annual Report 2024
from nse
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Annual Report 2023
from nse
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Annual Report 2022
from nse
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Annual Report 2021
from nse
Concalls
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Aug 2026Transcript PPT REC
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Jun 2026Transcript PPT REC
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Feb 2026Transcript PPT REC
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Nov 2025PPT
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Aug 2025Transcript PPT REC
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May 2025PPT
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Feb 2025PPT
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Oct 2024PPT
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Sep 2024PPT
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Sep 2024PPT
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Jun 2024PPT
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Jan 2024PPT
Business Segments [1]
a) Engineering Solutions (99% in Q1 FY27 vs 44% in Q1 FY26): [2] [3] [4] {# {# https://nsearchives.nseindia.com/corporate/TEMBO_18082026105620_Tembo_global_presentation_Q1_FY27_SD.pdf#page=27 #} #}
The company offers heavy-duty clamps, structural support systems and engineering products for construction, infrastructure, manufacturing, transportation and refinery applications. Its EPC capabilities cover fuel farms, piping, refinery projects, marine jetties, buildings, factories, renewable energy and land infrastructure, along with fabrication, installation, MEP, HVAC, fire-fighting, civil and steel works. Key clients include TATA Projects, Godrej, Afcons, Thermax, Saudi Aramco, Kalpataru Projects International Ltd, etc.
As of Q1 FY27, the engineering segment had an order book of Rs. 1,500 Cr, vs Rs. 1,350 Cr in Q1 FY26. It also has an order bidding pipeline of Rs. 2,400+ Cr, including EPC projects. [5] [6]