Tembo Global Industries Ltd.

•

tembo.inBSE: -NSE: TEMBO

Market Cap₹ 1,315 Cr.

Current Price

High / Low₹ 84 / 43

Stock P/E12.8

Book Value₹ 21

Price to Book3.87

Dividend Yield0.00 %

ROCE32.3 %

ROE42.4 %

Face Value₹ 1

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ABOUT

KEY POINTS

Revenue Breakup Mar 2025 • Trading of Fabrics & Textile: 57.3% • Manufacturing of Engineering: 42.7%

AI Sector View

AI GENERATED

Oil Gas & Consumable Fuels

Reduce

Sector economics are clouded by input volatility and uneven volume trends. WPI fuel inflation is very high at 20.05% (Jul/26), crude oil output is -5.3% YoY (2026-07), natural gas is -3.7% YoY (2026-07), and natural gas consumption is -3.0% YoY (2026-06), although refinery products grew 2.7% YoY (2026-07) and coal was 7.6% YoY (2026-07). Heavy FPI outflows of INR -15293 crore over 3 months to 2026-08-31 and negative oil-linked news flow reinforce the underweight.

Confidence

78%

View full sector analysis →

PROS

Company has delivered good profit growth of 87.0% CAGR over last 5 years
Company has a good return on equity (ROE) track record: 3 Years ROE 30.5%
Company has a healthy return on capital (ROCE) of 24.3%
Company has consistently been profitable over the last 5 years
Company has delivered good sales growth of 56.7% CAGR over last 5 years
Latest quarter profit grew 64.1% YoY, showing strong momentum

CONS

Operating cash flow has been negative in recent years
Receivables are growing faster than sales - a possible quality concern
Promoter holding has decreased over last 2 years: -17.7pp
Poor cash conversion - profits are not backed by operating cash flow (CFO/PAT -0.78x)
Total debt has risen sharply - up 421.9% year on year
Free cash flow has been persistently negative

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Oil Gas & Consumable FuelsTradingTrading

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name
1.	ADANIENT	3057.10	55.59	413846.54	0.04	-1461.54	-249.67	32923.98	49.92	13.30	15.57
2.	AEGISLOG	1353.10	37.96	47493.81	0.64	544.84	210.70	2356.86	37.07	19.76	30.28
3.	CPPLUS	3830.15	94.94	45310.84	0.04	142.20	332.51	1402.42	89.51	29.48	14.52
4.	PREMIERENE	974.55	26.57	44239.84	0.10	471.92	53.32	2462.59	35.25	33.72	29.03
5.	REDINGTON	393.65	18.09	30774.55	1.52	453.49	94.65	34922.47	34.57	18.96	2.03
6.	HONASA	470.95	61.70	15354.11	0.64	90.45	118.87	755.95	27.00	20.87	14.58
7.	LLOYDSENT	69.79	94.88	10653.81	0.21	109.98	-55.77	563.03	70.15	12.84	18.07
8.	SGMART	751.25	76.16	9468.39	0.00	455.80	1310.71	13085.70	1044.08	10.43	4.49
9.	MMTC	61.96	20.78	9294.00	0.00	104.24	135.52	0.68	-50.00	33.46	-1423.53
10.	ENTERO	1819.35	63.14	7918.37	0.00	52.05	72.17	1940.50	38.23	10.93	5.00
11.	EBGNG	683.00	54.67	7786.99	0.00	28.93	56.21	412.46	32.08	20.58	11.97
12.	TEMBO	56.08	12.85	1314.85	0.00	312.03	64.05	3023.50	21.85	32.25	16.87

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	811	1,140	1,154	1,217	1,284	1,638	1,645	2,740	2,481	2,454	2,507	3,460	3,024
	786	1,070	1,124	1,229	1,225	1,540	1,436	2,507	2,255	2,201	2,163	3,174	2,620
Operating Profit	25	69	30	-13	59	99	209	233	226	254	344	286	404
OPM %	3.09%	6.08%	2.57%	-1.05%	4.61%	6.03%	12.70%	8.51%	9.11%	10.33%	13.70%	8.26%	13.36%
	0	1	30	43	13	91	44	17	25	33	4	84	16
Interest	10	8	15	20	18	42	57	51	47	69	59	85	59
Depreciation	7	6	7	7	6	6	7	4	8	9	30	19	30
Profit before Tax	25	70	60	34	73	195	225	232	248	298	354	384	437
Tax %	24.75%	25.66%	25.30%	22.76%	25.73%	25.24%	27.49%	36.71%	23.23%	26.47%	26.14%	21.79%	28.58%
Net Profit	19	52	44	26	54	146	163	147	190	219	261	301	312
	1.70	4.70	4.01	2.29	4.85	13.13	14.69	9.31	17.13	14.18	16.35	18.15	1.59

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
	79	105	176	250	439	744	11,444
	73	97	167	238	412	650	10,158
Operating Profit	6	8	9	12	26	93	1,287
OPM %	7.47%	7.59%	4.85%	4.71%	5.95%	12.57%	11.24%
	0	0	2	2	1	3	137
Interest	2	3	4	3	6	18	273
Depreciation	1	2	2	3	3	2	87
Profit before Tax	3	3	4	8	19	76	1,474
Tax %	27.45%	29.77%	26.58%	26.48%	24.81%	28.21%	25.80%
Net Profit	2	2	3	6	14	55	1,093
EPS	4.76	2.49	3.14	5.22	12.80	32.95	—
Dividend Payout %	31.53%	40.18%	38.23%	28.76%	7.82%	6.07%	—

COMPOUNDED SALES GROWTH

10 Years:: —
5 Years:: 57%
3 Years:: 62%

COMPOUNDED PROFIT GROWTH

10 Years:: —
5 Years:: 84%
3 Years:: 153%

STOCK PRICE CAGR

10 Years:: —
5 Years:: 17%
3 Years:: 32%
1 Year:: -9%

RETURN ON EQUITY

10 Years:: —
5 Years:: 23%
3 Years:: 30%
Last Year:: 42%

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	11	15
Minority Interest	0	0	0	0	0	6
	16	13	15	29	41	190
	14	29	37	40	49	253
Trade Payables	11	17	17	14	37	60
	4	11	12	16	24	50
Total Liabilities	50	81	91	110	163	574
	7	18	20	22	22	26
Capital Work in Progress	1	0	0	3	8	84
	0	0	1	1	1	2
	13	20	28	35	45	112
	0	0	0	0	31	120
Cash & Bank	2	0	0	0	0	2
	28	42	42	49	55	228
Total Assets	50	81	91	110	163	574

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
	1	-3	5	4	17	-77
Cash from Investing	-3	-12	-5	-7	-32	-207
Cash from Financing	4	16	2	6	15	287
	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

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	55.41	55.41	55.41	43.62	41.41	43.62	36.38	36.38	37.74
	1.63	0.68	0.09	0.01	0.05	0.31	8.62	8.58	8.48
	0.00	0.00	0.00	0.00	0.22	0.24	0.22	0.95	1.49
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	42.95	43.91	44.51	56.37	58.32	55.83	54.79	54.09	52.29

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-09

Copy of Newspaper Publication

2026-09-09 - Tembo Global Industries Limited has informed the Exchange about Copy of Newspaper Publication

2026-09-08

Shareholders meeting

2026-09-08 - Tembo Global Industries Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on September 30, 2026

2026-09-07

Shareholders meeting

2026-09-07 - Tembo Global Industries Limited has submitted the Exchange a copy Srutinizers report of Extraordinary General Meeting held on September 04, 2026. Further, the company has informed the Exchange regarding voting results.

2026-09-07

Press Release

2026-09-07 - Tembo Global Industries Limited has informed the Exchange regarding a press release dated September 07, 2026, titled "Tembo Global Industries Signs MoU with Belgium s Lachaussee SA to Establish Advanced Ammunition Production Line in India".

2026-09-05

Appointment

2026-09-05 - Tembo Global Industries Limited has informed the Exchange regarding Appointment of Mr Ramesh Chandra Bagdi as Secretarial Auditor of the company w.e.f. September 05, 2026.

2026-09-04

Cessation

2026-09-04 - Tembo Global Industries Limited has informed the Exchange regarding Cessation of D. M. Zaveri & Co as Secretarial Auditor of the company w.e.f. September 04, 2026.

2026-09-04

Shareholders meeting

2026-09-04 - Tembo Global Industries Limited has informed the Exchange regarding Proceedings of Extraordinary General Meeting held on September 04, 2026

2026-08-31

Copy of Newspaper Publication

2026-08-31 - Tembo Global Industries Limited has informed the Exchange about Copy of Newspaper Publication

2026-08-29

Corrigendum

2026-08-29 - Tembo Global Industries Limited has informed the Exchange regarding Corrigendum to Notice of Extra Ordinary General Meeting to be held on September 04, 2026

News

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