Multibagger Defence Company Wins L1 Bid for Prestigious Water Treatment Plant Project in Northern India – Q2 FY25 Profit Soars 180 Per cent, Margins Nearly Double

Multibagger Defence Company Wins L1 Bid for Prestigious Water Treatment Plant Project in Northern India – Q2 FY25 Profit Soars 180 Per cent, Margins Nearly Double

Rakesh Deshmukh

The company’s shares have delivered an impressive multibagger return of over 590 per cent in just 2 years.

Tembo Global Industries Ltd a leading name in the industrial sector specializing in engineering mechanics, design, and project execution, has emerged as the L1 bidder for a subcontracting assignment in one of North India’s largest water treatment plant projects. This prestigious initiative, funded by the World Bank and valued at approximately Rs 1,500 crores, will allocate a significant share of the project expenditure to Tembo Global Industries.  Tembo’s selection as the L1 bidder underscores its technical prowess, robust capabilities, and unwavering commitment to delivering top-tier solutions.

Financial Performance

The company has announced stellar Quarterly Results. In Q2 FY25, Tembo Global Industries Ltd recorded revenue of Rs 164 crore compared to Rs 109 crore, representing a growth of 50 per cent YoY. The operating profit stood at Rs 15 crore with an operating margin of around 9 per cent. The net profit stood at Rs 14 crore compared to Rs 5 crore, representing a growth of around 180 per cent YoY. The net profit margins nearly doubled in the same period.

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Looking at the annual performance, the company generated a revenue of Rs 432 crore in FY24. The operating profit for FY24 was Rs 19 crore with a net profit of Rs 14 crore compared to a net profit of Rs 6 crore in FY23.

Stock Performance

Currently, Tembo Global Industries Ltd's shares are trading at around Rs 767.65 per share on the NSE. The company’s market capitalization stands at Rs 852.38 crore. Additionally, the shares have delivered an impressive multibagger return of around 230 per cent in the past year only.

Strategic Partnership in Defence Manufacturing

Recently in the month of September, TGIL announced a major strategic partnership with a prominent European company to establish a cutting-edge arms and ammunition manufacturing facility in India. This newly signed MoU represents a significant milestone for Tembo Global as it ventures into the defence manufacturing sector, backed by a well-established international partner.

A key component of the agreement is a strategic buy-back arrangement, under which the European company will purchase a substantial portion of the firearms produced by Tembo Global. This move strengthens Tembo Global's presence in the defence industry and bolsters its operational capabilities.

Disclaimer: The article is for informational purposes only and not investment advice.

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