Metal stock in focus after company expects over ₹700 Cr project pipeline across its businesses

Synopsis:: This small-cap metal equipment stock is in focus after the company announced its ongoing discussions with a large corporate group for potential projects related to port construction, data centre development, and fuel farm systems, which are expected to exceed Rs 700 crore. 

This company, which is a manufacturer and fabricator of metal products used in pipe support systems, fasteners, anchors, HVAC and more, had its shares in the news following the company’s announcement of an ongoing discussion with a large group for projects in several areas, which can exceed Rs 700 crore in the project pipeline in the future.

With the market cap of Rs 1,158 crore, the shares of Tembo Global Industries Ltd have gained 1.6% after reaching an intraday high of Rs 750 compared to its previous day closing price of Rs 738.2. The shares are trading at a PE of 16.5, whereas its industry PE is at 21, and have given a return of 621% in the last 5 years. 

About the potential major deals

Tembo Global Industries has shared that it is currently in active discussions with a large corporate group for a set of major infrastructure projects, signalling a meaningful growth opportunity for the company. These talks reflect Tembo’s rising credibility in specialised engineering segments and show that bigger industry players are considering Tembo for high-impact assignments. The update also aligns with the company’s broader intent to participate in more complex and large-scale projects.

The potential order bundle is substantial, with a combined value expected to exceed Rs 700 crore, and covers three important areas: port construction, data center development, and fuel farm systems. Each of these areas requires strong technical expertise, and Tembo’s role would span civil, MEP, and HVAC work, indicating its capability to deliver multidisciplinary solutions. Securing even a portion of these projects would provide a significant boost to Tembo’s order book and operational scale.

Overall, this development positions Tembo on a promising path in sectors that are seeing long-term growth and investment. These discussions highlight the company’s increasing ability to compete for larger, more sophisticated projects while adding meaningful revenue visibility for the future. If these opportunities convert, they could further strengthen Tembo’s presence in high-value engineering and infrastructure services.

Financials and more

The revenue from operations for the company stands at Rs 245 crores in Q2 FY26 compared to Q2 FY25 revenue of Rs 164 crores, growing by about 50 per cent YoY. Similarly, the net profit stood at Rs 15 crore in Q2 FY25, which grew to Rs 22 crore in Q2 FY26, giving a growth rate of about 47 per cent. 

The company serves a strong roster of marquee domestic and international clients, reflecting its credibility and capability across large-scale engineering, construction, infrastructure, and industrial projects. The presence of globally recognised names such as AECOM, KEO, Atkins, Shapoorji Pallonji, Tata Projects, Tyco, Drake & Scull, L&T, SNC-Lavalin, Thermax, Johnson Controls, Godrej, and Lodha demonstrates the company’s ability to meet rigorous technical standards and deliver high-quality solutions across sectors.

This diverse client base, spanning EPC firms, real estate developers, industrial giants, and government-linked enterprises, reinforces the company’s strong market positioning and trust built through consistent performance across international and domestic markets.

Tembo Global Industries is a fast-growing, UL & FM certified industrial manufacturer known for its strong presence in pipe support systems and a wide range of engineered metal products. The company produces fasteners, anchors, HVAC solutions, anti-vibration systems, and specialised equipment used across industrial, commercial, utility, and OEM installations. With a young and agile culture, Tembo prides itself on rapid growth driven by high standards in research, design, engineering, and manufacturing—allowing it to deliver reliable, innovation-led solutions across multiple sectors.

Written by Leon Mendonca

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