Tembo Global Industries Ltd has shown a commendable financial performance in Q3 and the nine months ending December 31, 2025. The major highlights include a year-on-year revenue growth of 49.5 per cent in Q3 to Rs 250.7 crores and 58.6 per cent growth in 9MFY26 to Rs 744.2 crores. EBITDA growth of 41.9 per cent to Rs 43.2 crores in Q3 and a nine-month figure of Rs 103.5 crores, marking a 64.7 per cent growth.
The PAT also registered a substantial rise of 36.7 per cent to Rs 26.1 crores in Q3 and 74.2 per cent to Rs 68.2 crores in the nine months. The PAT margin was recorded at 10.4 per cent in Q3 and 9.2 per cent in 9MFY26. On a segment-wise basis, the Engineering segment registered revenues of Rs 129.9 crores, registering a 52.9 per cent YoY growth, while the Textile segment registered Rs 121.2 crores, marking a 44.4 per cent YoY growth.
Orders and capacity expansion:
Engineering Solutions continues to be the major contributor, driven by orders in the land, water, and marine segments. As of December 2025, the company has an order book of around Rs 1,484 crore, primarily from engineering and EPC contracts. Tembo is also pursuing a possible Rs 700+ crore order pipeline for port development and fuel systems. The quarter also saw the commencement of commercial production at the new Vasai plant, which will increase capacity to 100,000 MT and could contribute Rs 700 crore every year.
Diversification into high-growth industries:
There is progress in the solar operations with land acquisition for 24 sites and in the defence manufacturing business with critical regulatory approvals. Tembo’s strategic diversification into high-growth industries is also underway, facilitated by the capital infused through the preferential allotment of shares and the board-approved merger of Tembo Infra with Tembo Global Industries, which is expected to improve operational efficiency and revenue expansion.
