ALFA Finder| Revenue growth | 5% YoY growth in FY26 consolidated revenue. |
|---|---|
| Margins | Gross margins healthy at 60%; EBITDA guidance maintained at 21-22%. |
| Order book | INR 12,060M total; INR 9,060M executable within 12 months. |
| Demand visibility | Strong; backed by record gold demand and copper supply gaps. |
| Management confidence | High; citing robust order book and Molycop synergy potential. |
Growth
Equipment business grew 25% YoY to INR 2,688M; Consumable segment revenue was flat due to logistical timing issues.
Outlook
Order book stands at INR 12,060M. Guiding 15% CAGR for consumables and 25% growth for equipment business.
Risks
Logistical disruptions in the Middle East and vessel availability impacted finished goods dispatches in Q4.
Last quarter's promises, checked
Delivered
- Equipment growth 25%+ → delivered 25% (= BEAT)
- Gross margins 60% → delivered 60% (= BEAT)
- EBITDA margins 20%+ (adj.) → delivered 22% (= BEAT)
Partly delivered
- Order book executable INR 8,102M → delivered INR 9,060M (= BEAT)
- Chile plant Q2 FY27 production → on track (= PARTIAL)
Missed
- Consumables growth 15% → delivered 0% (= MISS)
- Consolidated revenue growth 15% → delivered 5% (= MISS)
Earnings Call filed with NSE, NSE: TEGA. Summary written with AI assistance from the document.
Tega Industries Ltd: key numbers
- Share price
- ₹1,690.70
- Market cap
- ₹12,783 Cr
- Revenue (annual)
- ₹1,692 Cr
- Net profit (annual)
- ₹142.7 Cr
- P/E (TTM)
- -179.3×Sector 17.1×
- Promoter holding
- 67.08%-0.42% QoQ
- FII holding
- 2.68%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tega Industries Ltd
All →Tega Industries Earnings Call Transcript: Key Takeaways
Legacy Tega Q2 revenue rose 19% YoY, but Molycop consolidation drove an H1 loss of ₹167 Cr. Equipment guidance was cut to 15% from 25%, exposing order-conversion slippage.
Tega Industries Investor Presentation: Key Takeaways
H1 FY27 Group total income Rs 60,356 Mn, adj EBITDA Rs 8,720 Mn (14%), adj PAT Rs 452 Mn after Molycop grinding media loss. Tega ex-Molycop adj PAT Rs 602 Mn.
Tega Industries Q2 FY27 Results: Net Loss of ₹58.8 Cr
Tega Industries Ltd reported revenue from operations of ₹4,254 Cr (+949.3% YoY) and a net loss of ₹58.8 Cr for Q2 FY27.
- Key figure
- Net loss ₹58.8 Cr
Tega Industries Other Announcement
Tega Industries shareholding pattern filing for the quarter ending September 2026, showing promoter group holding of about 67.08% and the public breakdown across institutions and non-institutions. The filing is a routine SEBI Reg 31 disclosure with no transaction.
Tega Industries Promoter Buying (Off-Market)
Mehul Mohanka gifted 46 shares of NFSPL to Mehul Mohanka Benefit Trust in an off-market inter-se transfer within the promoter group. No change in Tega Industries' control or overall promoter holding, which remains at 49.56%.
Tega Industries Board Meeting Date
Tega Industries scheduled a Board meeting for November 5, 2026 to approve unaudited Q1/H1 FY27 results. Insider trading window remains closed until November 7.