Tega Industries Limited (TEGA) Earnings Call Transcripts

Tega Industries Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Tega Industries Limited reported consolidated revenue of INR 17,736 million, reflecting a 5% year-on-year growth. The company achieved an EBITDA of INR 3,967 million, with a margin of 22%. Management highlighted a strong order book of INR 12,060 million, with INR 9,060 million executable within the next 12 months, indicating robust future revenue visibility. The successful acquisition of Molycop was a key focus, with management emphasizing integration efforts and growth potential from this strategic move.

Reported metrics

Guidance from management

Management maintained a long-term growth guidance of 15% for the consumables segment, despite flat performance in FY '26. They anticipate a similar growth trajectory for the equipment business in FY '27, targeting a 25% increase.

What management said

Thank you. This is Patrick Cole, Molycop CFO. We are very confident that this combination will create a stronger growth platform, unlocking exciting opportunities for sustainable growth and long-term value creation for all stakeholders. We would like to express our sincere gratitude to all the stakeholders and investors for their continued trust and support as we begin this new exciting chapter for Tega Industries. ...

Thanks, Pat, and good evening to everyone. My name is Lance Dauber, I'm COO for Molycop. We are delighted with the successful completion of this transaction. It marks a transformational milestone for both Tega Industries and Molycop. This partnership brings together 2 complementary organizations with deep mining expertise strong customer relationships and a shared commitment to innovation and operational excellence. ...

What analysts pressed on

Analysts expressed concerns regarding the flat revenue growth in the consumables segment and the impact of logistical challenges on order execution. There were questions about the sustainability of margins given the increased debt levels post-acquisition and the potential for one-time expenses affecting FY '27 results.

Main topics on the call

• Acquisition of Molycop — The acquisition of Molycop was completed on June 1, 2026, marking a significant milestone for Tega. Management stated, 'This combination creates a stronger, more diversified global mining solutions platform with enhanced...
• Revenue Growth — Tega reported a consolidated revenue of INR 17,736 million for FY '26, a 5% increase year-on-year. The equipment business segment grew by 25%, contributing to the overall revenue growth.
• EBITDA and Margins — The company achieved an EBITDA of INR 3,967 million with a margin of 22%. Management noted that gross margins remained healthy at around 60% despite raw material volatility.
• Order Book and Future Visibility — Tega's order book stands at approximately INR 12,060 million, with INR 9,060 million executable within the next 12 months. This provides strong visibility for revenue growth in the upcoming quarters.

Read the full Tega Industries Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 17 Tega Industries Limited earnings call transcripts on record, spanning February 15, 2022 to August 13, 2026. Based on this history, Tega Industries Limited reports quarterly. The most recent call on file is dated August 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TEGA

Exchange

NSEI

Country

IN

Sector

Industrials

Industry

Machinery

Calls on record

17

First call

February 15, 2022

Most recent

August 13, 2026

Reporting cadence

quarterly