Full Year 2026 Tega Industries Ltd Earnings Call Transcript

Jun 02, 2026 / 12:00PM GMT

Release Date Price: ₹1827 (+0.72%)

Transcript

Key Points

Positve

Tega Industries Ltd (BOM:543413) reported a 5% year-on-year growth in consolidated revenue for FY26, reaching INR17,736 million.
The company's equipment business showed strong momentum with a 25% year-on-year revenue increase, closing at INR2,688 million.
Gross margins remained healthy at around 60% of revenue from operations, indicating strong operating discipline.
The order book as of December 31 stands at approximately INR12,060 million, with INR9,060 million executable within the next 12 months, providing strong growth visibility.
Successful completion of the Molycop acquisition in partnership with Apollo Funds marks a transformational milestone, creating a more diversified global mining solutions platform.

Negative

EBITDA margins decreased slightly to 22% in FY26 from 23% in FY25, partly due to exceptional items related to the Molycop acquisition and labor code impact.
The consumable business segment's revenue remained flat, with customer orders shifting towards the end of Q3 and Q4.
The company anticipates additional costs related to the Molycop acquisition in Q1 FY27, which could impact financial results.
A significant amount of debt, USD838 million, will be added to the financials due to the Molycop acquisition.
Logistical challenges, particularly in the Middle East, led to increased finished goods inventory and delayed revenue recognition.

Operator

Ladies and gentlemen, good day, and welcome to the Tega Industries Limited Q4 FY26 earnings conference call hosted by Dolat Capital Markets Private Limited. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Varun Jain from Dolat Capital. Thank you, and over to you, sir.

Varun Jain;Mehul

Dolat Capital Market Pvt Ltd - Analyst

Hi. Good evening, everyone. So welcome to the Q4 FY26 earnings conference call of Tega Industries. So today, we are joined by the senior management of Tega Industries as well as the senior management of Molycop. So the participants are Mr. Mehul Mohanka, MD and Group CEO, Tega Industries; Mr. Shyama Prasad Ganguly, Interim CFO; Mr. Pratik Basu Roy, President, Product Management, Global Sales and Marketing; and from Molycop, we have Mr. Lance Dawber, Chief Operating Officer of Molycop; and Mr. Patrick Koley, Chief Financial Officer of Molycop.

So we'll begin with some opening remarks by the management followed by the Q&A. Thank you.

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