Tembo Global Industries（TEMBO）株式概要テムボ・グローバル・インダストリーズ社は、インド国内外で様々なエンジニアリング製品や鉄鋼製品を製造・加工している。 詳細TEMBO ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性4/6配当金1/6報酬株価収益率（ 6.8 x） Indian市場（ 23.8 x）を下回っています。過去1年間で収益は79.2%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない 高いレベルの非現金収入 意味のある時価総額がありません ( ₹6B )すべてのリスクチェックを見るTEMBO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,406 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG491,406 investors already sharing narrativesYour Fair Value₹Current Price₹557.3527.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture066b2016201920222025202620282031Revenue ₹66.3bEarnings ₹5.6bAdvancedSet Fair ValueView all narrativesTembo Global Industries Limited 競合他社Shah MetacorpSymbol: NSEI:SHAHMarket cap: ₹4.1bIndia HomesSymbol: BSE:513361Market cap: ₹9.1bCosmic CRFSymbol: BSE:543928Market cap: ₹12.5bTirupati ForgeSymbol: NSEI:TIRUPATIFLMarket cap: ₹8.1b価格と性能株価の高値、安値、推移の概要Tembo Global Industries過去の株価現在の株価₹557.3552週高値₹837.0052週安値₹433.35ベータ0.681ヶ月の変化2.32%3ヶ月変化-2.15%1年変化10.59%3年間の変化138.08%5年間の変化155.90%IPOからの変化1,506.20%最新ニュース分析記事 • Jun 01Tembo Global Industries (NSE:TEMBO) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfInvestors were disappointed with Tembo Global Industries Limited's ( NSE:TEMBO ) earnings, despite the strong profit...Reported Earnings • May 27Full year 2026 earnings released: EPS: ₹51.11 (vs ₹32.77 in FY 2025)Full year 2026 results: EPS: ₹51.11 (up from ₹32.77 in FY 2025). Revenue: ₹11.0b (up 49% from FY 2025). Net income: ₹913.3m (up 79% from FY 2025). Profit margin: 8.3% (up from 6.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.分析記事 • May 25With EPS Growth And More, Tembo Global Industries (NSE:TEMBO) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • May 20Tembo Global Industries Limited to Report Q4, 2026 Results on May 25, 2026Tembo Global Industries Limited announced that they will report Q4, 2026 results on May 25, 2026Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹570, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 202% over the past three years.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: ₹16.35 (vs ₹14.69 in 3Q 2025)Third quarter 2026 results: EPS: ₹16.35 (up from ₹14.69 in 3Q 2025). Revenue: ₹2.51b (up 53% from 3Q 2025). Net income: ₹253.2m (up 55% from 3Q 2025). Profit margin: 10% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updates分析記事 • Jun 01Tembo Global Industries (NSE:TEMBO) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfInvestors were disappointed with Tembo Global Industries Limited's ( NSE:TEMBO ) earnings, despite the strong profit...Reported Earnings • May 27Full year 2026 earnings released: EPS: ₹51.11 (vs ₹32.77 in FY 2025)Full year 2026 results: EPS: ₹51.11 (up from ₹32.77 in FY 2025). Revenue: ₹11.0b (up 49% from FY 2025). Net income: ₹913.3m (up 79% from FY 2025). Profit margin: 8.3% (up from 6.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.分析記事 • May 25With EPS Growth And More, Tembo Global Industries (NSE:TEMBO) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • May 20Tembo Global Industries Limited to Report Q4, 2026 Results on May 25, 2026Tembo Global Industries Limited announced that they will report Q4, 2026 results on May 25, 2026Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹570, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 202% over the past three years.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: ₹16.35 (vs ₹14.69 in 3Q 2025)Third quarter 2026 results: EPS: ₹16.35 (up from ₹14.69 in 3Q 2025). Revenue: ₹2.51b (up 53% from 3Q 2025). Net income: ₹253.2m (up 55% from 3Q 2025). Profit margin: 10% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 22Positive Sentiment Still Eludes Tembo Global Industries Limited (NSE:TEMBO) Following 29% Share Price SlumpTembo Global Industries Limited ( NSE:TEMBO ) shareholders won't be pleased to see that the share price has had a very...お知らせ • Jan 20Tembo Global Industries Limited to Report Q3, 2026 Results on Feb 05, 2026Tembo Global Industries Limited announced that they will report Q3, 2026 results on Feb 05, 2026Valuation Update With 7 Day Price Move • Dec 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹641, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 391% over the past three years.分析記事 • Dec 30Do Tembo Global Industries' (NSE:TEMBO) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Dec 09Tembo Global Industries Limited, Annual General Meeting, Dec 30, 2025Tembo Global Industries Limited, Annual General Meeting, Dec 30, 2025, at 13:00 Indian Standard Time.分析記事 • Nov 23Further Upside For Tembo Global Industries Limited (NSE:TEMBO) Shares Could Introduce Price Risks After 27% BounceTembo Global Industries Limited ( NSE:TEMBO ) shares have continued their recent momentum with a 27% gain in the last...Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹765, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 611% over the past three years.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (₹7.73b market cap, or US$87.1m).Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹634, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 24x in the Metals and Mining industry in India. Total returns to shareholders of 567% over the past three years.Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹655, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 509% over the past three years.お知らせ • Aug 22Tembo Global Industries Limited announced that it has received INR 3.167 billion in fundingTembo Global Industries Limited announced a private placement of Common shares for proceeds of INR 1,987,000,000 and convertible share warrants for proceeds of INR 1,180,000,000 on August 21, 2025. The total aggregate gross proceeds raised are INR 3,167,000,000.The transaction includes participation from company’s promoters and strategic investor Mohammed Abdul Nayeem.Reported Earnings • Aug 15First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: ₹2.51b (up 95% from 1Q 2025). Net income: ₹190.2m (up 251% from 1Q 2025). Profit margin: 7.6% (up from 4.2% in 1Q 2025). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹575, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 371% over the past three years.分析記事 • Aug 12Tembo Global Industries' (NSE:TEMBO) Solid Profits Have Weak FundamentalsNSEI:TEMBO 1 Year Share Price vs Fair Value Explore Tembo Global Industries's Fair Values from the Community and select...New Risk • Aug 11New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (114% accrual ratio). Minor Risk Market cap is less than US$100m (₹5.30b market cap, or US$60.5m).Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹560, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 24x in the Metals and Mining industry in India. Total returns to shareholders of 350% over the past three years.Reported Earnings • Jun 02Full year 2025 earnings released: EPS: ₹31.13 (vs ₹12.39 in FY 2024)Full year 2025 results: EPS: ₹31.13 (up from ₹12.39 in FY 2024). Revenue: ₹7.43b (up 72% from FY 2024). Net income: ₹510.0m (up 268% from FY 2024). Profit margin: 6.9% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.分析記事 • May 16Do Tembo Global Industries' (NSE:TEMBO) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹486, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 234% over the past three years.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹575, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 214% over the past three years.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ₹14.69 (vs ₹4.01 in 3Q 2024)Third quarter 2025 results: EPS: ₹14.69 (up from ₹4.01 in 3Q 2024). Revenue: ₹1.69b (up 46% from 3Q 2024). Net income: ₹163.1m (up 267% from 3Q 2024). Profit margin: 9.7% (up from 3.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 27Here's Why Tembo Global Industries (NSE:TEMBO) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...New Risk • Jan 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (90% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (₹8.06b market cap, or US$93.2m).お知らせ • Jan 01Tembo Global Industries Limited Announces Resignation of Jyoti Rawat as Company SecretaryTembo Global Industries Limited announced Ms. Jyoti Rawat, Company Secretary and Compliance Officer (Key Managerial Personnel) vide her letter dated December 31, 2024 has tendered her resignation from the position of Company Secretary and Compliance Officer (Key Managerial Personnel) with effect from closure of business hours as on January 01, 2025 owing to pre-occupancy.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹859, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 26x in the Metals and Mining industry in India. Total returns to shareholders of 239% over the past three years.分析記事 • Dec 07We Think Tembo Global Industries (NSE:TEMBO) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹573, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 26x in the Metals and Mining industry in India. Total returns to shareholders of 116% over the past three years.分析記事 • Nov 02Tembo Global Industries (NSE:TEMBO) Could Become A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Reported Earnings • Oct 29Second quarter 2025 earnings released: EPS: ₹13.13 (vs ₹4.70 in 2Q 2024)Second quarter 2025 results: EPS: ₹13.13 (up from ₹4.70 in 2Q 2024). Revenue: ₹1.64b (up 44% from 2Q 2024). Net income: ₹145.8m (up 180% from 2Q 2024). Profit margin: 8.9% (up from 4.6% in 2Q 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹507, the stock trades at a trailing P/E ratio of 31.7x. Average trailing P/E is 28x in the Metals and Mining industry in India. Total returns to shareholders of 73% over the past three years.Upcoming Dividend • Sep 16Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 29 October 2024. Payout ratio is a comfortable 7.9% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (1.5%).New Risk • Sep 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (₹4.30b market cap, or US$51.3m).Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 35%After last week's 35% share price gain to ₹388, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 27x in the Metals and Mining industry in India. Total returns to shareholders of 69% over the past three years.お知らせ • Sep 02Tembo Global Industries Limited, Annual General Meeting, Sep 30, 2024Tembo Global Industries Limited, Annual General Meeting, Sep 30, 2024. Location: hotel-yogi midtown, plot no. dx 12, thane- belapur road d zone bonsari, village, ttc industrial area,turbhe, maharashtra- 400705., navi mumbai Indiaお知らせ • Aug 30Tembo Global Industries Limited Announces Board ChangesTembo Global Industries Limited announced that at the board meeting held on August 29, 2024, approved appointment of Mr. Firdose Vandervala as an Additional Director in the capacity of Non-Executive and Non-Independent Director of the Company with effect from August 29, 2024 till the upcoming Annual General Meeting. Approve and recommend to the shareholder of Change in designation of Shalin Sanjay Patel from Executive Director to Non Executive Director. Mr. Firdose Vandrevala aged 73 years is Graduate Electrical Engineer with management background and experience in Tata Steel, Tata Power, Telecom Services, Telecom Technology, Real Estate, Management Consultancy and Education having rich & varied leadership experience in Organisation Building/Business Development /Brand Management /Sales & Marketing at various levels in some of the most well-known MNC's. He started his career in 1972 as graduate trainee with TATA STEEL. In 2001, with his exceptional performance and hands-on Management Style with ability to take balanced view of strategic and operational issues, he became Deputy Managing Director of TATA STEEL and then he joined TATA TELESERVICES as Chairman. In 2002-2005 with TATA POWER as Managing Director where he launched many campaign on cost reduction and won Wartsilla Mantosh Sondhi award for excellence and value-based leadership. He has also served Motorola, Hicro Developments Pvt Ltd, Essar Steel India limited etc. Mr. Vandrevala has worked with Companies both in private and public sectors as these companies. He has also served some renowned institute as Board Member, Indian Institure Of Management (Lucknow), Indian Institute Of Management (Raipur). He also served on committees set up by SEBI/Government of India - Ministry of Finance to examine ADR/GDRs as well as Bonds regulations. He is currently serving on the board of companies including Maneckji Cooper Education Trust, The Firm, Premium Transmission PVT Ltd, Saf Yeast PVT Ltd, English India Clay Ltd, Greaves Cotton Ltd,. Mr. Shalin Sanjay Patel is the Executive Director of the Company, appointed on 31-JUL-2020. He holds a degree in Master of Computer Science from University at Albany, New York, USA and Bachelor of Engineering in Computer Science from Mumbai University. His role involves capitalizing on opportunities, managing multiple tasks, developing linkages with community leaders and social organizations, overseeing financial operations, and regularly updating the Board of Directors on company status. Additionally, Mr. Shalin Sanjay Patel represent the company at public events, maintain financial reports, generate new opportunities through relationships, foster staff growth and development, promote an inclusive culture, review operating reports with departmental managers, and ensure the welfare and interests of company staff.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹246, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 25x in the Metals and Mining industry in India. Total returns to shareholders of 8.9% over the past three years.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: ₹4.85 (vs ₹1.70 in 1Q 2024)First quarter 2025 results: EPS: ₹4.85 (up from ₹1.70 in 1Q 2024). Revenue: ₹1.30b (up 60% from 1Q 2024). Net income: ₹54.2m (up 187% from 1Q 2024). Profit margin: 4.2% (up from 2.3% in 1Q 2024). The increase in margin was driven by higher revenue.お知らせ • Jul 24Tembo Global Industries Limited Announces Resignation of Firdose Vandrevala as an Additional Non-Executive DirectorTembo Global Industries Limited announced that Mr. Firdose Vandrevala, (DIN: 00956609) shall be resigning as an Additional Non-executive Director of the company effective 23 July, 2024.New Risk • Jun 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (30% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₹2.46b market cap, or US$29.5m).Reported Earnings • Jun 04Full year 2024 earnings released: EPS: ₹12.70 (vs ₹5.22 in FY 2023)Full year 2024 results: EPS: ₹12.70 (up from ₹5.22 in FY 2023). Revenue: ₹4.40b (up 76% from FY 2023). Net income: ₹142.1m (up 145% from FY 2023). Profit margin: 3.2% (up from 2.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 02Tembo Global Industries Limited to Report Q4, 2024 Results on May 30, 2024Tembo Global Industries Limited announced that they will report Q4, 2024 results on May 30, 2024Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₹203, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 24x in the Metals and Mining industry in India. Total returns to shareholders of 56% over the past three years.お知らせ • Apr 12Tembo Global Industries Limited Announces the Resignation of Kaushik Waghela as Executive DirectorTembo Global Industries Limited announced that Mr. Kaushik Waghela shall be resigning as Executive Director of the company with effect from 11 April 2024.New Risk • Jan 31New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2022. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2022 fiscal period end). Debt is not well covered by operating cash flow (9.3% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₹3.20b market cap, or US$38.5m).分析記事 • Dec 16The Compensation For Tembo Global Industries Limited's (NSE:TEMBO) CEO Looks Deserved And Here's WhyKey Insights Tembo Global Industries will host its Annual General Meeting on 22nd of December Total pay for CEO Sanjay...Board Change • Dec 09High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Additional Non-Executive Non-Independent Director Shabbir Merchant was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Dec 08Upcoming dividend of ₹1.50 per share at 0.5% yieldEligible shareholders must have bought the stock before 15 December 2023. Payment date: 21 January 2024. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (6.6%).お知らせ • Nov 30Tembo Global Industries Limited, Annual General Meeting, Dec 22, 2023Tembo Global Industries Limited, Annual General Meeting, Dec 22, 2023, at 16:00 Indian Standard Time. Location: HOTEL YOGI METROPOLITAN Plot No.4, Sector 24, Opp. Sanpada RLY STN, Sanpada, Mumbai India Agenda: To approve the presented Standalone Audited Financial Statements and Consolidated Audited Financial Statements, Auditors Report and Board of Directors report for the financial year ended on 31st march 2023; to consider re-appointment of Mr. Shalin Sanjay Patel (holding DIN : 08579598), who retires by rotation in terms of Section 152(6) of the companies Act,2013 and being eligible offers himself for re- appointment For details of Director seeking re-appointment at the Annual General meeting please refer Annexure I; to appoint R. A. Kuvadia & Co., Chartered Accountant, bearing ICAI Firm Registration No. 105487W as Statutory Auditor and in this regard; and to consider other matters.分析記事 • Sep 09With EPS Growth And More, Tembo Global Industries (NSE:TEMBO) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...New Risk • Aug 02New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.3% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (11% increase in shares outstanding). Market cap is less than US$100m (₹2.49b market cap, or US$30.1m).お知らせ • Jun 08Tembo Global Industries Proposes To Sell Stake In Its Unit Tembo Global LLC (Egypt) To Offshore CoTembo Global Industries Ltd. (NSEI:TEMBO) proposes to sell stake in its unit Tembo Global LLC (Egypt) to Offshore Co.Valuation Update With 7 Day Price Move • Apr 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹228, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 317% over the past three years.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹193, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 248% over the past three years.分析記事 • Mar 24Does Tembo Global Industries (NSE:TEMBO) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Feb 01Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: ₹1.79. Revenue: ₹565.0m (up 28% from 3Q 2022). Net income: ₹19.9m (up 23% from 3Q 2022). Profit margin: 3.5% (down from 3.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 20Is Tembo Global Industries (NSE:TEMBO) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₹131, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 121% over the past three years.分析記事 • Dec 14We Take A Look At Why Tembo Global Industries Limited's (NSE:TEMBO) CEO Has Earned Their Pay PacketThe performance at Tembo Global Industries Limited ( NSE:TEMBO ) has been quite strong recently and CEO Sanjay Patel...Upcoming Dividend • Dec 06Upcoming dividend of ₹1.20 per shareEligible shareholders must have bought the stock before 13 December 2022. Payment date: 13 December 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (6.0%).お知らせ • Nov 27Tembo Global Industries Limited, Annual General Meeting, Dec 20, 2022Tembo Global Industries Limited, Annual General Meeting, Dec 20, 2022, at 16:00 Indian Standard Time. Location: HOTEL YOGI METROPOLITAN Plot No.4, Sector 24, Opp. Sanpada RLY STN, Sanpada, Navi Mumbai Maharashtra India Agenda: To approve the presented Standalone Audited Financial Statements and Consolidated Audited Financial Statements, Auditors Report and Board of Directors report for the financial year ended on 31st march 2022; to consider re-appointment of Mr. Shalin Sanjay Patel (holding DIN : 08579598); to appoint R. A. Kuvadia & Co., Chartered Accountant; to appointment of MDSA & Associates (FRN 156810W), Chartered Accountant, Internal Auditor; to re-appoint of CS. Gaurang Manubhai Shah, Practicing Company Secretaries; to consider and approve the dividend recommended by the Board for the Financial Year 2021-22; to consider and adopt IFCR report and Secretarial audit report from auditors; to approve the increase in remuneration of Mr. Shabbir Huseni Merchant Chief Financial; and to consider the other matters.Reported Earnings • Nov 20Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: ₹1.55. Revenue: ₹516.3m (up 43% from 2Q 2022). Net income: ₹17.2m (up ₹37.0m from 2Q 2022). Profit margin: 3.3% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹99.80, the stock trades at a trailing P/E ratio of 32.4x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 72% over the past three years.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹118, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 108% over the past three years.分析記事 • Sep 14Is Tembo Global Industries (NSE:TEMBO) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹122, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 131% over the past three years.Reported Earnings • Aug 15First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: ₹0.77. Revenue: ₹545.3m (up 33% from 1Q 2022). Net income: ₹7.74m (up 54% from 1Q 2022). Profit margin: 1.4% (up from 1.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹143, the stock trades at a trailing P/E ratio of 45.5x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 179% over the past three years.Board Change • Jul 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Non Executive Independent Director Jasbir Singh Jaswant Anand was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹111, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 12x in the Metals and Mining industry in India. Total returns to shareholders of 92% over the past three years.分析記事 • Jun 16Does Tembo Global Industries (NSE:TEMBO) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • May 30Full year 2022 earnings released: EPS: ₹3.14 (vs ₹3.04 in FY 2021)Full year 2022 results: EPS: ₹3.14 (up from ₹3.04 in FY 2021). Revenue: ₹1.78b (up 69% from FY 2021). Net income: ₹31.5m (up 3.3% from FY 2021). Profit margin: 1.8% (down from 2.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 04Here's Why Tembo Global Industries (NSE:TEMBO) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Feb 17Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹0.16 (down from ₹1.74 in 3Q 2021). Revenue: ₹440.2m (up 33% from 3Q 2021). Net income: ₹16.2m (down 7.6% from 3Q 2021). Profit margin: 3.7% (down from 5.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 87% per year, which means it is well ahead of earnings.分析記事 • Feb 02If You Like EPS Growth Then Check Out Tembo Global Industries (NSE:TEMBO) Before It's Too LateFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Upcoming Dividend • Nov 15Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 22 November 2021. Payment date: 30 December 2021. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (3.2%).分析記事 • Aug 24Tembo Global Industries (NSE:TEMBO) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 18First quarter 2022 earnings released: EPS ₹0.05 (vs ₹0.23 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹414.7m (up 113% from 1Q 2021). Net income: ₹5.03m (up ₹7.33m from 1Q 2021). Profit margin: 1.2% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 19Should You Be Adding Tembo Global Industries (NSE:TEMBO) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₹183, the stock trades at a trailing P/E ratio of 64.1x. Average trailing P/E is 16x in the Metals and Mining industry in India.Reported Earnings • Jun 16Full year 2021 earnings released: EPS ₹2.85 (vs ₹2.38 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: ₹1.05b (up 34% from FY 2020). Net income: ₹30.5m (up 28% from FY 2020). Profit margin: 2.9% (in line with FY 2020).Valuation Update With 7 Day Price Move • Mar 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹98.00, the stock trades at a trailing P/E ratio of 71.5x. Average trailing P/E is 16x in the Metals and Mining industry in India. Total returns to shareholders of 63% over the past year.分析記事 • Feb 25Should Weakness in Tembo Global Industries Limited's (NSE:TEMBO) Stock Be Seen As A Sign That Market Will Correct The Share Price Given Decent Financials?It is hard to get excited after looking at Tembo Global Industries' (NSE:TEMBO) recent performance, when its stock has...分析記事 • Jan 21Does Tembo Global Industries (NSE:TEMBO) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Dec 17Should Income Investors Look At Tembo Global Industries Limited (NSE:TEMBO) Before Its Ex-Dividend?Tembo Global Industries Limited ( NSE:TEMBO ) stock is about to trade ex-dividend in 3 days. Investors can purchase...Upcoming Dividend • Dec 16Upcoming Dividend of ₹1.50 Per ShareWill be paid on the 29th of January to those who are registered shareholders by the 22nd of December. The trailing yield of 0.7% is below the top quartile of Indian dividend payers (1.9%), and is lower than industry peers (3.7%).Is New 90 Day High Low • Nov 09New 90-day high: ₹190The company is up 13% from its price of ₹168 on 11 August 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 3.0% over the same period.Is New 90 Day High Low • Oct 13New 90-day high: ₹180The company is up 50% from its price of ₹120 on 15 July 2020. The Indian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period.お知らせ • Sep 19Tembo Global Industries Limited to Report Fiscal Year 2020 Results on Jun 26, 2020Tembo Global Industries Limited announced that they will report fiscal year 2020 results on Jun 26, 2020株主還元TEMBOIN Metals and MiningIN 市場7D-3.4%0.5%0.3%1Y10.6%17.3%-0.09%株主還元を見る業界別リターン: TEMBO過去 1 年間で17.3 % の収益を上げたIndian Metals and Mining業界を下回りました。リターン対市場: TEMBO過去 1 年間で-0.1 % の収益を上げたIndian市場を上回りました。価格変動Is TEMBO's price volatile compared to industry and market?TEMBO volatilityTEMBO Average Weekly Movement4.8%Metals and Mining Industry Average Movement6.3%Market Average Movement6.2%10% most volatile stocks in IN Market9.1%10% least volatile stocks in IN Market3.9%安定した株価: TEMBO 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TEMBOの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2010n/aSanjay Patelwww.tembo.inテンボ・グローバル・インダストリーズ社は、インド国内外で様々なエンジニアリング製品やスチール製品を製造・加工している。クレビス、スプリンクラー、パイプハンガー、Uボルト、クランプ、カンチレバーアーム、溝付きチャンネル、Cチャンネル、Lアングル、ネジ棒、スタッドボルト、ウェッジ＆ドロップアンカー、アンカーボルト、ナット、ワッシャー、天井フランジ、ビームクランプ、ブラケット、チャンネルワッシャー、レールナット、エンドキャップなど様々な製品を提供している；ヒンジコネクター、ビームクランプ、アタッチメント、イナーシャベース、スプリングマウント、シングルおよびダブルアークフローティングフランジエクスパンションジョイント、開閉式スプリングマウントおよび防振パッド、サージレストナー、各種浴室配管、継手、浴室付属品、衛生陶器。同社はまた、繊維・糸、スーツ、ベッドシーツ・ハンカチ、シャーリング・ユニフォーム・ニットなどの繊維製品の製造・輸出、金属製品の取引も行っている。同社の製品はパイプサポートシステム、ファスナー、アンカー、HVAC、防振システム、工業用、商業用、公益事業用、OEM用の設備に使用されている。前身はSaketh Exim Limited。テンボ・グローバル・インダストリーズ社は2010年に設立され、インドのナビ・ムンバイに本社を置いている。もっと見るTembo Global Industries Limited 基礎のまとめTembo Global Industries の収益と売上を時価総額と比較するとどうか。TEMBO 基礎統計学時価総額₹6.19b収益（TTM）₹913.32m売上高(TTM)₹10.90b6.8xPER（株価収益率0.6xP/SレシオTEMBO は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TEMBO 損益計算書（TTM）収益₹10.90b売上原価₹9.13b売上総利益₹1.77bその他の費用₹860.08m収益₹913.32m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）82.25グロス・マージン16.27%純利益率8.38%有利子負債／自己資本比率76.6%TEMBO の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.2%現在の配当利回り2%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/11 05:37終値2026/07/10 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tembo Global Industries Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
分析記事 • Jun 01Tembo Global Industries (NSE:TEMBO) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfInvestors were disappointed with Tembo Global Industries Limited's ( NSE:TEMBO ) earnings, despite the strong profit...
Reported Earnings • May 27Full year 2026 earnings released: EPS: ₹51.11 (vs ₹32.77 in FY 2025)Full year 2026 results: EPS: ₹51.11 (up from ₹32.77 in FY 2025). Revenue: ₹11.0b (up 49% from FY 2025). Net income: ₹913.3m (up 79% from FY 2025). Profit margin: 8.3% (up from 6.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
分析記事 • May 25With EPS Growth And More, Tembo Global Industries (NSE:TEMBO) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • May 20Tembo Global Industries Limited to Report Q4, 2026 Results on May 25, 2026Tembo Global Industries Limited announced that they will report Q4, 2026 results on May 25, 2026
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹570, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 202% over the past three years.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: ₹16.35 (vs ₹14.69 in 3Q 2025)Third quarter 2026 results: EPS: ₹16.35 (up from ₹14.69 in 3Q 2025). Revenue: ₹2.51b (up 53% from 3Q 2025). Net income: ₹253.2m (up 55% from 3Q 2025). Profit margin: 10% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
分析記事 • Jun 01Tembo Global Industries (NSE:TEMBO) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfInvestors were disappointed with Tembo Global Industries Limited's ( NSE:TEMBO ) earnings, despite the strong profit...
Reported Earnings • May 27Full year 2026 earnings released: EPS: ₹51.11 (vs ₹32.77 in FY 2025)Full year 2026 results: EPS: ₹51.11 (up from ₹32.77 in FY 2025). Revenue: ₹11.0b (up 49% from FY 2025). Net income: ₹913.3m (up 79% from FY 2025). Profit margin: 8.3% (up from 6.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
分析記事 • May 25With EPS Growth And More, Tembo Global Industries (NSE:TEMBO) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • May 20Tembo Global Industries Limited to Report Q4, 2026 Results on May 25, 2026Tembo Global Industries Limited announced that they will report Q4, 2026 results on May 25, 2026
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹570, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 202% over the past three years.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: ₹16.35 (vs ₹14.69 in 3Q 2025)Third quarter 2026 results: EPS: ₹16.35 (up from ₹14.69 in 3Q 2025). Revenue: ₹2.51b (up 53% from 3Q 2025). Net income: ₹253.2m (up 55% from 3Q 2025). Profit margin: 10% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 22Positive Sentiment Still Eludes Tembo Global Industries Limited (NSE:TEMBO) Following 29% Share Price SlumpTembo Global Industries Limited ( NSE:TEMBO ) shareholders won't be pleased to see that the share price has had a very...
お知らせ • Jan 20Tembo Global Industries Limited to Report Q3, 2026 Results on Feb 05, 2026Tembo Global Industries Limited announced that they will report Q3, 2026 results on Feb 05, 2026
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹641, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 391% over the past three years.
分析記事 • Dec 30Do Tembo Global Industries' (NSE:TEMBO) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Dec 09Tembo Global Industries Limited, Annual General Meeting, Dec 30, 2025Tembo Global Industries Limited, Annual General Meeting, Dec 30, 2025, at 13:00 Indian Standard Time.
分析記事 • Nov 23Further Upside For Tembo Global Industries Limited (NSE:TEMBO) Shares Could Introduce Price Risks After 27% BounceTembo Global Industries Limited ( NSE:TEMBO ) shares have continued their recent momentum with a 27% gain in the last...
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹765, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 611% over the past three years.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (₹7.73b market cap, or US$87.1m).
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹634, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 24x in the Metals and Mining industry in India. Total returns to shareholders of 567% over the past three years.
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹655, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 509% over the past three years.
お知らせ • Aug 22Tembo Global Industries Limited announced that it has received INR 3.167 billion in fundingTembo Global Industries Limited announced a private placement of Common shares for proceeds of INR 1,987,000,000 and convertible share warrants for proceeds of INR 1,180,000,000 on August 21, 2025. The total aggregate gross proceeds raised are INR 3,167,000,000.The transaction includes participation from company’s promoters and strategic investor Mohammed Abdul Nayeem.
Reported Earnings • Aug 15First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: ₹2.51b (up 95% from 1Q 2025). Net income: ₹190.2m (up 251% from 1Q 2025). Profit margin: 7.6% (up from 4.2% in 1Q 2025). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹575, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 23x in the Metals and Mining industry in India. Total returns to shareholders of 371% over the past three years.
分析記事 • Aug 12Tembo Global Industries' (NSE:TEMBO) Solid Profits Have Weak FundamentalsNSEI:TEMBO 1 Year Share Price vs Fair Value Explore Tembo Global Industries's Fair Values from the Community and select...
New Risk • Aug 11New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (114% accrual ratio). Minor Risk Market cap is less than US$100m (₹5.30b market cap, or US$60.5m).
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹560, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 24x in the Metals and Mining industry in India. Total returns to shareholders of 350% over the past three years.
Reported Earnings • Jun 02Full year 2025 earnings released: EPS: ₹31.13 (vs ₹12.39 in FY 2024)Full year 2025 results: EPS: ₹31.13 (up from ₹12.39 in FY 2024). Revenue: ₹7.43b (up 72% from FY 2024). Net income: ₹510.0m (up 268% from FY 2024). Profit margin: 6.9% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
分析記事 • May 16Do Tembo Global Industries' (NSE:TEMBO) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹486, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 234% over the past three years.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹575, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 21x in the Metals and Mining industry in India. Total returns to shareholders of 214% over the past three years.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ₹14.69 (vs ₹4.01 in 3Q 2024)Third quarter 2025 results: EPS: ₹14.69 (up from ₹4.01 in 3Q 2024). Revenue: ₹1.69b (up 46% from 3Q 2024). Net income: ₹163.1m (up 267% from 3Q 2024). Profit margin: 9.7% (up from 3.9% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 27Here's Why Tembo Global Industries (NSE:TEMBO) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
New Risk • Jan 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (90% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (₹8.06b market cap, or US$93.2m).
お知らせ • Jan 01Tembo Global Industries Limited Announces Resignation of Jyoti Rawat as Company SecretaryTembo Global Industries Limited announced Ms. Jyoti Rawat, Company Secretary and Compliance Officer (Key Managerial Personnel) vide her letter dated December 31, 2024 has tendered her resignation from the position of Company Secretary and Compliance Officer (Key Managerial Personnel) with effect from closure of business hours as on January 01, 2025 owing to pre-occupancy.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹859, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 26x in the Metals and Mining industry in India. Total returns to shareholders of 239% over the past three years.
分析記事 • Dec 07We Think Tembo Global Industries (NSE:TEMBO) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹573, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 26x in the Metals and Mining industry in India. Total returns to shareholders of 116% over the past three years.
分析記事 • Nov 02Tembo Global Industries (NSE:TEMBO) Could Become A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Reported Earnings • Oct 29Second quarter 2025 earnings released: EPS: ₹13.13 (vs ₹4.70 in 2Q 2024)Second quarter 2025 results: EPS: ₹13.13 (up from ₹4.70 in 2Q 2024). Revenue: ₹1.64b (up 44% from 2Q 2024). Net income: ₹145.8m (up 180% from 2Q 2024). Profit margin: 8.9% (up from 4.6% in 2Q 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹507, the stock trades at a trailing P/E ratio of 31.7x. Average trailing P/E is 28x in the Metals and Mining industry in India. Total returns to shareholders of 73% over the past three years.
Upcoming Dividend • Sep 16Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 29 October 2024. Payout ratio is a comfortable 7.9% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (1.5%).
New Risk • Sep 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (₹4.30b market cap, or US$51.3m).
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 35%After last week's 35% share price gain to ₹388, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 27x in the Metals and Mining industry in India. Total returns to shareholders of 69% over the past three years.
お知らせ • Sep 02Tembo Global Industries Limited, Annual General Meeting, Sep 30, 2024Tembo Global Industries Limited, Annual General Meeting, Sep 30, 2024. Location: hotel-yogi midtown, plot no. dx 12, thane- belapur road d zone bonsari, village, ttc industrial area,turbhe, maharashtra- 400705., navi mumbai India
お知らせ • Aug 30Tembo Global Industries Limited Announces Board ChangesTembo Global Industries Limited announced that at the board meeting held on August 29, 2024, approved appointment of Mr. Firdose Vandervala as an Additional Director in the capacity of Non-Executive and Non-Independent Director of the Company with effect from August 29, 2024 till the upcoming Annual General Meeting. Approve and recommend to the shareholder of Change in designation of Shalin Sanjay Patel from Executive Director to Non Executive Director. Mr. Firdose Vandrevala aged 73 years is Graduate Electrical Engineer with management background and experience in Tata Steel, Tata Power, Telecom Services, Telecom Technology, Real Estate, Management Consultancy and Education having rich & varied leadership experience in Organisation Building/Business Development /Brand Management /Sales & Marketing at various levels in some of the most well-known MNC's. He started his career in 1972 as graduate trainee with TATA STEEL. In 2001, with his exceptional performance and hands-on Management Style with ability to take balanced view of strategic and operational issues, he became Deputy Managing Director of TATA STEEL and then he joined TATA TELESERVICES as Chairman. In 2002-2005 with TATA POWER as Managing Director where he launched many campaign on cost reduction and won Wartsilla Mantosh Sondhi award for excellence and value-based leadership. He has also served Motorola, Hicro Developments Pvt Ltd, Essar Steel India limited etc. Mr. Vandrevala has worked with Companies both in private and public sectors as these companies. He has also served some renowned institute as Board Member, Indian Institure Of Management (Lucknow), Indian Institute Of Management (Raipur). He also served on committees set up by SEBI/Government of India - Ministry of Finance to examine ADR/GDRs as well as Bonds regulations. He is currently serving on the board of companies including Maneckji Cooper Education Trust, The Firm, Premium Transmission PVT Ltd, Saf Yeast PVT Ltd, English India Clay Ltd, Greaves Cotton Ltd,. Mr. Shalin Sanjay Patel is the Executive Director of the Company, appointed on 31-JUL-2020. He holds a degree in Master of Computer Science from University at Albany, New York, USA and Bachelor of Engineering in Computer Science from Mumbai University. His role involves capitalizing on opportunities, managing multiple tasks, developing linkages with community leaders and social organizations, overseeing financial operations, and regularly updating the Board of Directors on company status. Additionally, Mr. Shalin Sanjay Patel represent the company at public events, maintain financial reports, generate new opportunities through relationships, foster staff growth and development, promote an inclusive culture, review operating reports with departmental managers, and ensure the welfare and interests of company staff.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹246, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 25x in the Metals and Mining industry in India. Total returns to shareholders of 8.9% over the past three years.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: ₹4.85 (vs ₹1.70 in 1Q 2024)First quarter 2025 results: EPS: ₹4.85 (up from ₹1.70 in 1Q 2024). Revenue: ₹1.30b (up 60% from 1Q 2024). Net income: ₹54.2m (up 187% from 1Q 2024). Profit margin: 4.2% (up from 2.3% in 1Q 2024). The increase in margin was driven by higher revenue.
お知らせ • Jul 24Tembo Global Industries Limited Announces Resignation of Firdose Vandrevala as an Additional Non-Executive DirectorTembo Global Industries Limited announced that Mr. Firdose Vandrevala, (DIN: 00956609) shall be resigning as an Additional Non-executive Director of the company effective 23 July, 2024.
New Risk • Jun 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (30% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₹2.46b market cap, or US$29.5m).
Reported Earnings • Jun 04Full year 2024 earnings released: EPS: ₹12.70 (vs ₹5.22 in FY 2023)Full year 2024 results: EPS: ₹12.70 (up from ₹5.22 in FY 2023). Revenue: ₹4.40b (up 76% from FY 2023). Net income: ₹142.1m (up 145% from FY 2023). Profit margin: 3.2% (up from 2.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 02Tembo Global Industries Limited to Report Q4, 2024 Results on May 30, 2024Tembo Global Industries Limited announced that they will report Q4, 2024 results on May 30, 2024
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ₹203, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 24x in the Metals and Mining industry in India. Total returns to shareholders of 56% over the past three years.
お知らせ • Apr 12Tembo Global Industries Limited Announces the Resignation of Kaushik Waghela as Executive DirectorTembo Global Industries Limited announced that Mr. Kaushik Waghela shall be resigning as Executive Director of the company with effect from 11 April 2024.
New Risk • Jan 31New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2022. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2022 fiscal period end). Debt is not well covered by operating cash flow (9.3% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₹3.20b market cap, or US$38.5m).
分析記事 • Dec 16The Compensation For Tembo Global Industries Limited's (NSE:TEMBO) CEO Looks Deserved And Here's WhyKey Insights Tembo Global Industries will host its Annual General Meeting on 22nd of December Total pay for CEO Sanjay...
Board Change • Dec 09High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Additional Non-Executive Non-Independent Director Shabbir Merchant was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Dec 08Upcoming dividend of ₹1.50 per share at 0.5% yieldEligible shareholders must have bought the stock before 15 December 2023. Payment date: 21 January 2024. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (6.6%).
お知らせ • Nov 30Tembo Global Industries Limited, Annual General Meeting, Dec 22, 2023Tembo Global Industries Limited, Annual General Meeting, Dec 22, 2023, at 16:00 Indian Standard Time. Location: HOTEL YOGI METROPOLITAN Plot No.4, Sector 24, Opp. Sanpada RLY STN, Sanpada, Mumbai India Agenda: To approve the presented Standalone Audited Financial Statements and Consolidated Audited Financial Statements, Auditors Report and Board of Directors report for the financial year ended on 31st march 2023; to consider re-appointment of Mr. Shalin Sanjay Patel (holding DIN : 08579598), who retires by rotation in terms of Section 152(6) of the companies Act,2013 and being eligible offers himself for re- appointment For details of Director seeking re-appointment at the Annual General meeting please refer Annexure I; to appoint R. A. Kuvadia & Co., Chartered Accountant, bearing ICAI Firm Registration No. 105487W as Statutory Auditor and in this regard; and to consider other matters.
分析記事 • Sep 09With EPS Growth And More, Tembo Global Industries (NSE:TEMBO) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
New Risk • Aug 02New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.3% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (11% increase in shares outstanding). Market cap is less than US$100m (₹2.49b market cap, or US$30.1m).
お知らせ • Jun 08Tembo Global Industries Proposes To Sell Stake In Its Unit Tembo Global LLC (Egypt) To Offshore CoTembo Global Industries Ltd. (NSEI:TEMBO) proposes to sell stake in its unit Tembo Global LLC (Egypt) to Offshore Co.
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹228, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 317% over the past three years.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹193, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 248% over the past three years.
分析記事 • Mar 24Does Tembo Global Industries (NSE:TEMBO) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Feb 01Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: ₹1.79. Revenue: ₹565.0m (up 28% from 3Q 2022). Net income: ₹19.9m (up 23% from 3Q 2022). Profit margin: 3.5% (down from 3.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 20Is Tembo Global Industries (NSE:TEMBO) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₹131, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 121% over the past three years.
分析記事 • Dec 14We Take A Look At Why Tembo Global Industries Limited's (NSE:TEMBO) CEO Has Earned Their Pay PacketThe performance at Tembo Global Industries Limited ( NSE:TEMBO ) has been quite strong recently and CEO Sanjay Patel...
Upcoming Dividend • Dec 06Upcoming dividend of ₹1.20 per shareEligible shareholders must have bought the stock before 13 December 2022. Payment date: 13 December 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (6.0%).
お知らせ • Nov 27Tembo Global Industries Limited, Annual General Meeting, Dec 20, 2022Tembo Global Industries Limited, Annual General Meeting, Dec 20, 2022, at 16:00 Indian Standard Time. Location: HOTEL YOGI METROPOLITAN Plot No.4, Sector 24, Opp. Sanpada RLY STN, Sanpada, Navi Mumbai Maharashtra India Agenda: To approve the presented Standalone Audited Financial Statements and Consolidated Audited Financial Statements, Auditors Report and Board of Directors report for the financial year ended on 31st march 2022; to consider re-appointment of Mr. Shalin Sanjay Patel (holding DIN : 08579598); to appoint R. A. Kuvadia & Co., Chartered Accountant; to appointment of MDSA & Associates (FRN 156810W), Chartered Accountant, Internal Auditor; to re-appoint of CS. Gaurang Manubhai Shah, Practicing Company Secretaries; to consider and approve the dividend recommended by the Board for the Financial Year 2021-22; to consider and adopt IFCR report and Secretarial audit report from auditors; to approve the increase in remuneration of Mr. Shabbir Huseni Merchant Chief Financial; and to consider the other matters.
Reported Earnings • Nov 20Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: ₹1.55. Revenue: ₹516.3m (up 43% from 2Q 2022). Net income: ₹17.2m (up ₹37.0m from 2Q 2022). Profit margin: 3.3% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹99.80, the stock trades at a trailing P/E ratio of 32.4x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 72% over the past three years.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹118, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 108% over the past three years.
分析記事 • Sep 14Is Tembo Global Industries (NSE:TEMBO) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹122, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 131% over the past three years.
Reported Earnings • Aug 15First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: ₹0.77. Revenue: ₹545.3m (up 33% from 1Q 2022). Net income: ₹7.74m (up 54% from 1Q 2022). Profit margin: 1.4% (up from 1.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹143, the stock trades at a trailing P/E ratio of 45.5x. Average trailing P/E is 13x in the Metals and Mining industry in India. Total returns to shareholders of 179% over the past three years.
Board Change • Jul 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Non Executive Independent Director Jasbir Singh Jaswant Anand was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹111, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 12x in the Metals and Mining industry in India. Total returns to shareholders of 92% over the past three years.
分析記事 • Jun 16Does Tembo Global Industries (NSE:TEMBO) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • May 30Full year 2022 earnings released: EPS: ₹3.14 (vs ₹3.04 in FY 2021)Full year 2022 results: EPS: ₹3.14 (up from ₹3.04 in FY 2021). Revenue: ₹1.78b (up 69% from FY 2021). Net income: ₹31.5m (up 3.3% from FY 2021). Profit margin: 1.8% (down from 2.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 04Here's Why Tembo Global Industries (NSE:TEMBO) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Feb 17Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹0.16 (down from ₹1.74 in 3Q 2021). Revenue: ₹440.2m (up 33% from 3Q 2021). Net income: ₹16.2m (down 7.6% from 3Q 2021). Profit margin: 3.7% (down from 5.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 87% per year, which means it is well ahead of earnings.
分析記事 • Feb 02If You Like EPS Growth Then Check Out Tembo Global Industries (NSE:TEMBO) Before It's Too LateFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Upcoming Dividend • Nov 15Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 22 November 2021. Payment date: 30 December 2021. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (3.2%).
分析記事 • Aug 24Tembo Global Industries (NSE:TEMBO) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 18First quarter 2022 earnings released: EPS ₹0.05 (vs ₹0.23 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹414.7m (up 113% from 1Q 2021). Net income: ₹5.03m (up ₹7.33m from 1Q 2021). Profit margin: 1.2% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 19Should You Be Adding Tembo Global Industries (NSE:TEMBO) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₹183, the stock trades at a trailing P/E ratio of 64.1x. Average trailing P/E is 16x in the Metals and Mining industry in India.
Reported Earnings • Jun 16Full year 2021 earnings released: EPS ₹2.85 (vs ₹2.38 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: ₹1.05b (up 34% from FY 2020). Net income: ₹30.5m (up 28% from FY 2020). Profit margin: 2.9% (in line with FY 2020).
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹98.00, the stock trades at a trailing P/E ratio of 71.5x. Average trailing P/E is 16x in the Metals and Mining industry in India. Total returns to shareholders of 63% over the past year.
分析記事 • Feb 25Should Weakness in Tembo Global Industries Limited's (NSE:TEMBO) Stock Be Seen As A Sign That Market Will Correct The Share Price Given Decent Financials?It is hard to get excited after looking at Tembo Global Industries' (NSE:TEMBO) recent performance, when its stock has...
分析記事 • Jan 21Does Tembo Global Industries (NSE:TEMBO) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Dec 17Should Income Investors Look At Tembo Global Industries Limited (NSE:TEMBO) Before Its Ex-Dividend?Tembo Global Industries Limited ( NSE:TEMBO ) stock is about to trade ex-dividend in 3 days. Investors can purchase...
Upcoming Dividend • Dec 16Upcoming Dividend of ₹1.50 Per ShareWill be paid on the 29th of January to those who are registered shareholders by the 22nd of December. The trailing yield of 0.7% is below the top quartile of Indian dividend payers (1.9%), and is lower than industry peers (3.7%).
Is New 90 Day High Low • Nov 09New 90-day high: ₹190The company is up 13% from its price of ₹168 on 11 August 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Oct 13New 90-day high: ₹180The company is up 50% from its price of ₹120 on 15 July 2020. The Indian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period.
お知らせ • Sep 19Tembo Global Industries Limited to Report Fiscal Year 2020 Results on Jun 26, 2020Tembo Global Industries Limited announced that they will report fiscal year 2020 results on Jun 26, 2020
