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Tempsens IPO: industrial demand, customer mix and valuation

Original: TEMPSENS IPO เฐ•เฐฟ เฐŽเฐ‚เฐฆเฑเฐ•เฑ เฐ‡เฐ‚เฐค demand? Apply or Avoid?

85.1K views ยท Aug 20, 2026 ยท 11:40 min ยท Watch on YouTube โ†—
Takeaway

Tempsens offers exposure to industrial investment, but customer breadth does not eliminate the risk of a capex slowdown.

Summary

  • Tempsens is described as operating in temperature sensing, electrical heating and specialized cables, serving capacity expansion across multiple industries.
  • The episode reports roughly 3,800 customers, with the top ten contributing a little over 18% of revenue; new projects account for about two-thirds of sales and maintenance for much of the remainder.
  • Dependence on new industrial projects is identified as a cyclical risk if capital spending slows.
  • The host considers the quoted roughly 36-times earnings valuation broadly fair rather than cheap, while noting that a small issue size and entry barriers may support IPO demand.
tempsensipoindustrial-capex
Original description 
Our SEBI Registration:Our promoters-owned company & promoters hold various registrations with regulators&regulated entities
Money Purse FinservLLP (SEBI:INA000022260,AMFI:ARN116900,APMI:APRN06893)
RKSV Securities:Sai Krishna Pathri AP2513030911
Angel One:Shahin Shaik AP011061201164011


๐Ÿ“Œ ๐๐ž๐ฌ๐ญ ๐“๐ž๐ซ๐ฆ & ๐‡๐ž๐š๐ฅ๐ญ๐ก ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž (๐’๐ฉ๐š๐ฆ-๐Ÿ๐ซ๐ž๐ž ๐€๐๐ฏ๐ข๐œ๐ž)
๐ƒ๐ข๐ญ๐ญ๐จ ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐Ÿ‘‰ https://ditto.sh/1bzezx
๐’๐’†๐’“๐’๐’…๐’‰๐’‚ ๐‘จ๐’„๐’„๐’๐’–๐’๐’• ๐‘ณ๐’Š๐’๐’Œ ๐Ÿ‘‰ https://zerodha.com/open-account?c=ZM...


๐Ÿ”” ๐‰๐จ๐ข๐ง ๐Ž๐ฎ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐‚๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ

๐“๐ž๐ฅ๐ž๐ ๐ซ๐š๐ฆ ๐Ÿ‘‰  https://telegram.openinapp.co/money-p...
๐–๐ก๐š๐ญ๐ฌ๐€๐ฉ๐ฉ ๐‚๐ก๐š๐ง๐ง๐ž๐ฅ ๐Ÿ‘‰ https://tinyurl.com/32cra3sc
๐†๐ž๐ญ ๐…๐ข๐ญ ๐…๐š๐ฆ๐ข๐ฅ๐ฒ (๐’๐ญ๐ซ๐š๐ฏ๐š) ๐Ÿ‘‰ https://strava.app.link/4U0TAr1zzTb

๐Ÿค ๐’๐ญ๐š๐ฒ ๐‚๐จ๐ง๐ง๐ž๐œ๐ญ๐ž๐ ๐–๐ข๐ญ๐ก ๐”๐ฌ
๐ˆ๐ง๐ฌ๐ญ๐š๐ ๐ซ๐š๐ฆ ๐Ÿ‘‰   / moneypurseadv  
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๐…๐š๐œ๐ž๐›๐จ๐จ๐ค ๐Ÿ‘‰   / moneypurseadv  

Thanks for watching.
Team Money Purse

00:00 Intro 
00:53 Business 
05:47 Revenue Breakup By Geography
06:43 Segment wise Revenue Breakup 
07:34 Management 
07:44 share Holding Pattern
08:07 IPO Details 
08:48 Financials 
09:36 Risks

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