ALFA Finder| Revenue growth | Tega ex-Molycop H1 income +21% YoY; Group Rs 60,356 Mn |
|---|---|
| Margins | Tega ex-Molycop adj EBITDA margin 20% H1; Q2 19% |
| Order book | Executable within 1 year Rs 11,576 Mn; secured Rs 1,260 Mn order |
| Demand visibility | Order book ex-Molycop Rs 13,976 Mn, +21% YoY |
Growth
Tega ex-Molycop H1 total income +21%, adj EBITDA +25%, adj PAT -25%. Q2 income +18%, adj PAT -65%.
Outlook
No explicit guidance. Ex-Molycop order book Rs 13,976 Mn (+21%); Rs 11,576 Mn executable within 1 year.
Risks
Equipment revenue down Rs 378 Mn YoY. Q2 Group adj PAT loss Rs 95 Mn. H1 term-loan finance cost Rs 420 Mn.
Last quarter's promises, checked
Delivered
- Consumables 15% CAGR guide → +30% YoY revenue (= BEAT; single period, Q4 spillover per mgmt)
Partly delivered
- Consolidated FY EBITDA ~15% guide → H1 adj ~14% (= PARTIAL)
Missed
- No further one-time costs beyond Rs 1.9bn → H1 Molycop acquisition cost Rs 2,576 Mn (= MISS; line may be consideration, not expense)
Investor Presentation filed with NSE, NSE: TEGA. Summary written with AI assistance from the document.
Tega Industries Ltd: key numbers
- Share price
- ₹1,689.20
- Market cap
- ₹12,771 Cr
- Revenue (annual)
- ₹1,692 Cr
- Net profit (annual)
- ₹142.7 Cr
- P/E (TTM)
- -179.2×Sector 17.0×
- 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 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.
Tega Industries Legal & Regulatory
The Calcutta High Court set aside tax reassessment proceedings against Tega's subsidiary, TMML, regarding a demand of Rs 13.79 Crore.
- Value
- ₹13.79 Cr