Tempsens Instruments (India) Ltd (TEMPSENS) — concall transcript | 30 June 2026

Tempsens Instruments reported Q1 FY27 revenue of INR118 crores, up 33% YoY, driven by 42% growth in temperature sensing and 148.8% surge in electrical heating, while specialized cables declined 8.8%. Export revenue rose 78.3% to INR39.8 crores, now 34% of total, aided by new European subsidiaries. EBITDA margin fell 330 basis points to 22% due to higher employee costs and integration expenses, though PAT grew 15.6% to INR17.3 crores (adjusted). The company deployed INR55 crores of IPO proceeds to repay borrowings and acquire land for cable expansion. Management highlighted three new growth levers: OEM partnerships (including Micro-Epsilon pyrometers and Victura JV), international expansion into Mexico and South Korea, and new product launches in fuel cells, semiconductors, and green hydrogen. Capacity expansions in Units 1, 6, and 8 will add INR500 crores peak revenue potential by FY28. The company serves critical industries like steel and oil & gas, with 75-90% of revenue from high-compliance sectors. No formal forward guidance was provided beyond revenue growth alignment with historical trends and stable margins.