Tega Industries Limited has informed the Exchange about Transcript
TEGA · price
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Tega Industries reported Q1 FY'26 consolidated revenue of INR3,716 million, up 6% year-on-year, with EBITDA of INR725 million (margin of ~20%) compared to INR771 million in Q1 FY'25. The equipment business grew sharply by 78% YoY to INR643 million, while the consumable business dipped slightly to INR2,940 million from INR3,046 million. Gross margins held steady at 59% at the group level. The order book stood at INR10,053 million as of June 30, 2025, with INR6,103 million executable within 12 months. Management reiterated 15% long-term revenue CAGR guidance, 25% growth target for the equipment segment, and expects blended EBITDA margins of 21–22%. Some Q4 shipments got pushed to Q2/Q3, and management said margin recovery is tied to revenue pickup in subsequent quarters. Capex plan includes ~$30 million for Chile (commercial production expected by mid-FY'27), INR30 crore for Dahej, and INR20–25 crore for McNally, spread over two years.
The earnings call is broadly neutral-to-positive: order book visibility is strong, equipment growth is robust, and management reaffirmed margin and growth guidance. The near-term softness in consumables and deferred shipments are expected to normalise, with H2 weighted as the stronger half. Promoter also clearly ruled out any divestment, which may reassure investors amid market speculation.