Tempsens Instruments (India) Limited – Investor Presentation Summary

Key Operational Highlights

  • Revenue from operations increased 33.4% YoY to ₹1,187.1 million in Q1 FY27 (quarter ended 30th June 2026)
  • Temperature Sensing Solutions remained the largest contributor, accounting for ~51% of product revenue
  • Electric Heating Solutions recorded revenue growth of ~149% YoY
  • Export revenue increased ~78% YoY to ₹398 million
  • Exports contributed ~34% of product revenue in Q1 FY27 compared with approximately 25% in Q1 FY26
  • Key drivers: ramp-up of heater manufacturing facility, addition of Tempsens Germany and Tempsens Polska, sustained growth in South-East Asia and North America

Segment-wise Performance

Temperature Sensing Solutions: Segment revenue grew ~42% YoY in Q1 FY27, with growth including contribution from Tempsens Germany, Tempsens Polska and Tempsens Measurement & Control

Electrical Heating Solutions: Segment revenue grew ~149% YoY in Q1 FY27, led by significant dispatches to oil and gas customers in India, South-East Asia and Middle East

Specialised Cables: Segment revenue declined ~9% YoY in Q1 FY27

Financial Highlights

Revenue: ₹1,187.07 million (Q1 FY27) vs ₹890.16 million (Q1 FY26) - 33.4% YoY growth

EBITDA: Not explicitly stated for Q1 FY27

PAT: ₹162.66 million (Q1 FY27) vs ₹140.76 million (Q1 FY26) - 15.6% YoY growth

EPS: Not specified for Q1 FY27

YoY comparison: Revenue +33.4%, PAT +15.6%

Drivers of financial performance: Revenue growth led by Temperature Sensing Solutions and Electric Heating Solutions segments, though employee benefit expenses increased to support future growth

Key Risks: Not specifically disclosed in presentation

Geographical Revenue Split

Domestic vs Export Revenue:

  • Domestic: ₹780 million, ~66% of total (19% YoY growth)
  • Export: ₹398 million, ~34% of total (78% YoY growth)

Regional Breakdown: Europe, Middle East, North America, South America, South-East Asia

Balance Sheet Snapshot

Net Debt/Equity: Not explicitly stated

Reserves: Not specified for current period

Current Assets/Liabilities: Current assets ₹2,898.33 million (FY26), current liabilities ₹1,169.24 million (FY26)

Working Capital/Leverage Metrics: Debt/EBITDA ratio provided for FY26 (historical)

Financial Health Insights: IPO comprised fresh issue of ₹950 million with ₹550 million applied towards repayment of borrowings

Capex & Cash Flow Health

Capital Expenditure: Acquired land for approximately ₹250 million to support expansion of Specialised Cables business

Free Cash Flow: Not specified for current period

Operating Cash Flow: Not specified for current period

Net Debt Movement: Borrowings reduction planned through IPO proceeds

Investment Rationale: Capacity expansion, technology upgrades, global market expansion

Strategic & R&D Initiatives

Investments in Innovation: Partnership with Micro-Epsilon for new range of pyrometers and online thermal imagers; development of solutions for battery energy storage systems, decarbonization, fuel cells, green hydrogen, automotive emission control

Expected impact on growth: New pyrometers (EDGE series) expected to commence dispatches from Q3 FY27; medium-voltage heaters up to 15 MW for carbon capture, battery storage and green hydrogen

Strategic Rationale: Expanding into high-growth markets, reducing operational costs through backward integration

Industry Trends & Business Environment

Macro/Industry Trends: Industry transition toward sustainable heating technologies; rising demand for specialized thermal engineering solutions

Impact on Company: Positioning for energy-transition applications; expanding capacity to meet rising demand

Management Commentary & Growth Outlook

Strategic Outlook: Focus on expanding and commercializing new products, scaling established product lines, maintaining global presence, improving operational efficiency

FY Guidance: Not provided

Market Share Targets: Not specified

Risks and Opportunities: Not specifically highlighted

Additional Business Updates

Capacity Expansion Plans:

  • Temperature Sensing: New plant (50,000 sq. ft.) expected by Q3 FY28 with peak revenue potential of ₹1,200 million p.a.
  • Electrical Heating: New plant (50,000 sq. ft.) for MV heaters and pressure vessels expected by Q1 FY28 with peak revenue potential of ₹2,000 million p.a.
  • Specialised Cables: Unit 8 expected by Q2 FY28 with peak revenue potential of ₹600 million p.a.; Tempsens-Victura JV plant (80,000 sq. ft.) expected by Q4 FY27 with peak revenue potential of ₹1,200 million p.a.

Product Launches:

  • Non-contact temperature sensors (EDGE series) co-developed with Micro-Epsilon
  • High-temperature cable harness for OEMs with UL certification
  • Medium-voltage heaters up to 15 MW for energy transition applications