Q1 2027 Tega Industries Ltd Earnings Call Transcript

Aug 13, 2026 / 11:30 AM GMT

Release Date Price: ₹1669.5 (+2.54%)

Transcript

Key Points

Positve

Successfully completed the transformational acquisition of Molycop, creating a stronger, more diversified global mining solutions platform.
Equipment business delivered robust 25% year-on-year revenue growth in FY26, with EBITDA margin improving from 12% to 13%.
Order book stands at approximately $12,060 million, up 18% year-on-year, with $9,060 million executable within the next 12 months, providing strong revenue visibility.
Gross margins remained healthy at around 60% of revenue, reflecting strong operating discipline and a resilient product mix.
Strong demand outlook for copper and gold, with structural supply gaps expected to drive mining investments and benefit the company.

Negative

Consumable business segment revenue remained flat in FY26, impacted by logistical disruptions and order timing shifts to late Q4.
EBITDA margin declined slightly to 22% in FY26 from 23% in FY25, due to lower consumable revenue and higher overheads.
Significant one-time exceptional items of $839 million (acquisition costs and labor code impact) weighed on reported profitability.
Molycorp's growth outlook for FY27 was revised down to 3% from earlier expectations of 7-8%, due to deferred mine restarts.
Additional debt of $838 million at Molycorp and $1,500 crores at parent level will increase leverage, requiring a focus on debt reduction over the next 3-4 years.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TEGA.NS - Tega Industries Ltd
Q1 2027 Tega Industries Ltd Earnings Call
Aug 13, 2026 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Visit alphafinder.com for earning calls, significant corporate events and personalized watch list.

Ladies and gentlemen, good day and welcome to the Tega Industries Limited Q4 FY26 Earnings Conference Call hosted by Gaulat Capital Markets Pvt. Ltd.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference, please signal an operator by pressing star, then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Varun Jain from Gaulat Capital.

Thank you, and over to you

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