Production Started Metals & Mining NSE: TEMBO ·

Tembo Global Industries to Start UAV Component Production; Targets ₹100 Cr Revenue

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Tembo Global Industries to Start UAV Component Production; Targets ₹100 Cr Revenue

Tembo Global Industries Limited — Production Started · TEMBO

Target Revenue

₹100 Cr

First year goal

Market Cap

₹126.29 Cr

Small cap

Revenue TTM

₹1090.19 Cr

Operating income

RSI

57.78

Neutral zone

! Key Highlights

  • Joint venture formed between Tembo Global, JR UAV Europe, and JR PROPO Japan
  • Production commencement at dedicated Kashidkopar facility within a 90-day window
  • Initial manufacturing pipeline focused on specialized components for international orders
  • Management targets a minimum revenue of ₹100 crores in the first year of operations
  • Strategic shift aligns with the national Atmanirbhar Bharat and Make in India initiatives

Tembo Global Industries has announced that its strategic joint venture, JR UAV Limited, will begin manufacturing specialized Unmanned Aerial Vehicle (UAV) components at its Kashidkopar facility. The production, slated to start within 90 days, will fulfill international orders received by JR UAV Italy, marking the company's entry into the high-technology aerospace value chain.

Production Commenced — What It Means

The new manufacturing base at Kashidkopar is designed as a dedicated facility for precision components catering to unmanned aerial platforms. This facility represents a strategic evolution for the Group, moving from traditional industrial metal products into advanced aerospace manufacturing. The production line is specifically tailored to meet the technical requirements of orders secured by JR UAV Italy, integrating Tembo Global's engineering mechanics expertise with international technical collaboration from European and Japanese partners.

This facility is expected to strengthen the global UAV supply chain by providing specialized components required for complex drone systems.

Revenue Impact

  • The joint venture aims to achieve a top-line contribution of at least ₹100 crores during its initial year of operational activity
  • Strategic international orders from JR UAV Italy provide an immediate pipeline for the newly established manufacturing unit
  • Diversification into defense manufacturing is expected to improve the Group's value-added product mix and international footprint
  • The expansion supports the company's objective of building indigenous manufacturing capability for advanced aerospace systems

Business Overview

Established in 2010, Tembo Global Industries has traditionally operated as a significant player in the industrial metal components sector. The company's portfolio includes pipe support systems, fasteners, anchors, and HVAC solutions, serving sectors like oil and gas, chemicals, and power. With certifications from Underwriter's Laboratory (USA) and FM Approval (USA), the company has built a reputation for high-quality fabrication.

Recently, the Group has aggressively diversified its operations, venturing into EPC contracting in 2023 and solar power and defense manufacturing in 2024 to broaden its industrial reach and export capabilities.

Sector Tailwinds

India's drone and aerospace sector is experiencing rapid growth, fueled by supportive government policies such as the Make in India and Atmanirbhar Bharat programs. The establishment of local manufacturing capabilities for high-technology defense components addresses the increasing global demand for Unmanned Aerial Vehicle systems. As global supply chains seek reliable manufacturing hubs for precision engineering, Indian firms with existing mechanical expertise are well-positioned to capture market share.

This sector expansion leverages the nation's growing role in the global unmanned systems ecosystem and creates significant opportunities for export-driven growth in specialized engineering segments.

Tembo Global Industries Limited — Financial Snapshot

· NSE: TEMBO · Metals & Mining

Current Market Price ₹65.25 per share
Market Capitalisation ₹126.29 BSE Listed
Revenue (Annual) ₹1,090.19 Cr Operating
Net Profit (Annual) ₹91.33 Consolidated
P/E Ratio (TTM) 1.38× Sector: 19.07×
Promoter Holding 39.04% +2.66% QoQ
FII Holding 8.25% Current Qtr

"The commencement of production at Kashidkopar is an important milestone in our defence and aerospace journey. The JV aims to achieve at least INR 100 crores of revenue in its first year of operations."

— Mr. Sanjay J. Patel, Managing Director, Tembo Global Industries Ltd.

Source Verified

Exchange filing by Tembo Global Industries Limited announcing the commencement of production of specialized UAV components at its Kashidkopar facility. Financial metrics from Trendlyne.

View Filing