ALFA Finder| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 5% consolidated YoY growth; equipment segment up 25%. |
|---|---|
| Margins | Stable 22% EBITDA; gross margins healthy at 60%. |
| Order book | $1.4B total order book; 75% executable within 12 months. |
| Demand visibility | Strong gold and copper demand; high visibility via $1.4B order book. |
| Management confidence | Confident but cautious regarding global logistics and debt deleveraging. |
Growth
Equipment revenue surged 25% YoY; consumables were flat due to Red Sea logistical disruptions.
Outlook
Guided 15% growth for consumables and 25% for equipment in FY27.
Risks
High acquisition debt of $838M; one-time integration costs and Red Sea shipping delays.
Last quarter's promises, checked
Delivered
- Guided 25% Equipment growth → delivered 25% (= BEAT)
- Guided 60% Gross Margin → delivered 60% (= BEAT)
- Guided Molycop acquisition completion → delivered June 1st (= BEAT)
Partly delivered
- Guided Chile plant commissioning → delayed to Q3 FY27 (= PARTIAL)
Missed
- Guided 8% Consumables growth → delivered 0% (= MISS)
Earnings Call Transcript filed with BSE, 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.