Tamboli Industries Limited announced its unaudited financial results for Q3FY26 following a Board of Directors meeting held on February 12, 2026. The company reported strong consolidated financial performance with net profit rising 11.23% year-on-year to ₹249.67 lacs, demonstrating robust operational efficiency despite challenging market conditions.

Board Meeting Outcome and Regulatory Compliance

The Board of Directors meeting commenced at 12:15 PM and concluded at 12:30 PM on February 12, 2026. The board considered and approved unaudited financial results for the October-December 2025 quarter and nine months ended December 31, 2025. The results were reviewed by the Audit Committee and taken on record by the Board of Directors in compliance with Regulation 30 and 33 of SEBI Listing Obligations and Disclosure Requirements Regulations, 2015.

Q3FY26 Financial Performance Highlights

The company's consolidated total income showed impressive growth of 19.58% year-on-year, reaching ₹2,214.86 lacs in Q3FY26 compared to ₹1,838.05 lacs in Q3FY25. Revenue from operations grew to ₹2,178.15 lacs versus ₹1,821.36 lacs year-on-year. Quarter-on-quarter growth was equally strong at 11.38%, up from ₹1,988.19 lacs in Q2FY26.

Nine-Month Performance and Exceptional Items

For the nine months ended December 31, 2025, Tamboli Industries maintained its growth trajectory with consolidated total income of ₹5,949.88 lacs, representing a 19.06% increase from ₹4,996.92 lacs in the corresponding period of the previous year. Net profit for nine months increased 9.62% to ₹570.82 lacs from ₹520.71 lacs.

The company recognized an exceptional item of ₹59.78 lacs during Q3FY26 related to the implementation of New Labour Codes effective November 21, 2025. This impact consists of incremental gratuity and compensated absences arising from revised wage definitions and expanded employee benefit scope.

Segment-wise Performance Analysis

The company operates across three main segments: Investment Activities, Trading Activities, and Manufacturing Activities. Manufacturing activities contributed ₹2,141.97 lacs to segment revenue in Q3FY26, while investment activities generated ₹65.18 lacs. Manufacturing segment results showed profit before interest and tax of ₹325.76 lacs compared to ₹295.65 lacs in Q3FY25.

Corporate Governance and New Policy Adoption

Pursuant to the circular dated January 7, 2026, issued by the National Financial Reporting Authority, the Board of Directors considered, approved and adopted a new policy on "Effective Communication between Those Charged With Governance and Statutory Auditors" effective from February 12, 2026. The policy will be uploaded on the company's website.

The financial results received an unmodified opinion from statutory auditors P A R K & Co, Bhavnagar, who conducted their review in accordance with Standard on Review Engagements 2410. Chairman and Managing Director Vaibhav B. Tamboli signed the regulatory filings submitted to BSE under scrip code 533170.

Tamboli Industries Limited , an export-oriented investment casting manufacturer, has released its financial results for the second quarter of fiscal year 2026, revealing a mixed performance amidst global economic uncertainties.

Financial Highlights

Half-Year Performance

For the first half of FY26, Tamboli Industries reported:

• Total revenue increased by 18% to ₹37.35 crore from ₹31.59 crore in H1 FY25
• Profit After Tax (PAT) grew by 8% to ₹3.21 crore

Operational Insights

The company highlighted several factors influencing its performance:

1. Global Business Uncertainty: Fluid US tariff policies have created uncertainty in the global business environment, leading to project delays.

2. China Sourcing Strategy: The company noted positive trends in its China sourcing strategy, potentially indicating a shift in its supply chain approach.

3. Automotive Segment Performance: The automotive sector showed promising results, contributing to the company's revenue stream.

4. Domestic Railways Business: The company reported slow activity in the domestic railways sector, particularly in the Amrit Bharat train project.

Sustainability Recognition

Tamboli Castings, a subsidiary of Tamboli Industries, received a Sustainability Excellence recognition from a global ESG authority. This accolade underscores the company's commitment to environmental, social, and governance practices.

Company Profile

Tamboli Industries Limited operates as an export-oriented investment casting manufacturer, serving Fortune 500 companies across various sectors:

• Pneumatics
• Automotive
• Aerospace
• General engineering

The company's diverse portfolio and global client base position it to navigate the challenges and opportunities in the international market.

Outlook

While Tamboli Industries faces headwinds from global economic uncertainties and project delays, its strategic initiatives in sourcing and strong performance in the automotive segment provide some optimism. The company's focus on sustainability and its diverse sector exposure may help in mitigating risks and capitalizing on growth opportunities in the coming quarters.

Investors and stakeholders will be watching closely to see how Tamboli Industries adapts to the evolving global economic landscape and leverages its strengths to drive growth in the remainder of FY26.