| Revenue growth | Guidance suggests YoY and QoQ growth for Q1. |
|---|---|
| Margins | Anticipating expansion as SG&A growth tapers relative to GTV. |
| Demand visibility | Strong recovery in non-impacted markets; Middle East catching up. |
| Management confidence | Cautiously optimistic pending geopolitical normalcy. |
Growth
Reported YoY growth in revenue and profit despite a 'washout' March due to war; Jan-Feb saw high-20% GP growth.
Outlook
Expect Q1 FY27 to beat Q4 FY26; Classic Vacations integration by Q3 2026; long-term growth aspiration >20%.
Risks
Geopolitical instability in key markets like Israel and Middle East; currency volatility in LATAM (Brazil).
Last quarter's promises, checked
Delivered
- Guided SG&A growth to taper in Q4 → delivered expansion as SG&A growth slowed (= BEAT)
- Guided Q4 top line growth > Q3 due to seasonality → delivered QoQ growth (= BEAT)
- Guided air GTV momentum to continue in Q4 → delivered double-digit growth (= BEAT)
Partly delivered
- Guided Classic Vacations integration to show early cross-sell → delivered TBO-to-CV only (= PARTIAL)
Earnings Call filed with NSE, NSE: TBOTEK. Summary written with AI assistance from the document.
TBO Tek Ltd: key numbers
- Share price
- ₹1,704.50
- Market cap
- ₹18,509 Cr
- Revenue (annual)
- ₹2,677 Cr
- Net profit (annual)
- ₹244.3 Cr
- P/E (TTM)
- 69.9×Sector 34.3×
- Promoter holding
- 44.41%+0.00% QoQ
- FII holding
- 28.93%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from TBO Tek Ltd
All →TBO Tek Management Change
TBO Tek Limited shareholders approved the re-appointment of four Non-Executive Independent Directors at the company's 20th AGM held on August 27, 2026.
TBO Tek Annual General Meeting
TBO Tek Limited held its 20th Annual General Meeting on August 27, 2026. Shareholders considered and adopted financial statements and approved the reappointment of various directors.
TBO Tek Other Announcement
TBO Tek Limited notified shareholders about the dispatch of letters regarding its FY 2025-26 Annual Report and 20th AGM notice. The document provides web-links and QR codes for digital access.
TBO Tek Investor Presentation: Key Takeaways
TBO Tek reported Q1 FY27 results, showing resilience with growth in revenue and EBITDA despite Middle East geopolitical disruptions impacting travel corridors.
TBO Tek Annual General Meeting
TBO Tek Limited has scheduled its 20th Annual General Meeting for August 27, 2026. Key agenda items include adopting financial statements and re-appointing several independent directors.
TBO Tek Business Update
TBO Tek Limited submitted its Business Responsibility and Sustainability Report for FY 2025-26. The report includes an independent limited assurance report by M/s S.R. Batliboi & Co. LLP.