| 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
- ₹2,091.60
- Market cap
- ₹15,714 Cr
- Revenue (annual)
- ₹1,692 Cr
- Net profit (annual)
- ₹142.7 Cr
- P/E (TTM)
- 743.7×Sector 19.0×
- Promoter holding
- 67.50%+0.00% QoQ
- FII holding
- 2.80%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- From
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- 14 months
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- Value
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- Value
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