Tega Industries Limited has informed the Exchange about Transcript
TEGA · price
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Tega Industries reported FY25 group revenue of Rs.1,681.8 crores, up 11% YoY, with EBITDA of Rs.387.4 crores at a 23% margin. Q4 FY25 was a record quarter with revenue of Rs.542.8 crores (6% YoY) and EBITDA margin of 29%. The consumables business contributed 87% of revenues and equipment 13%, with equipment Q4 revenue growing 35% YoY to Rs.79.3 crores. Order book stood at Rs.1,029.2 crores with Rs.591.2 crores executable within a year. The Chile plant has received all approvals and is expected to begin commercial production by mid-next calendar year, with CAPEX of $30-35 million. Management reiterated an average 15% CAGR growth track record over the past 5-7 years and targets McNally (equipment) to reach 20-25% of group revenue. However, management declined to share specifics on DynaPrime performance, customer-level data, McNally's exact growth rates, and FY26 EBITDA margin guidance.
Strong FY25 performance with record quarterly revenue and healthy margins provides a positive backdrop for shareholders. However, the absence of specific FY26 growth and margin guidance, combined with management's repeated refusals to share product/customer-level details, may limit near-term earnings visibility and could keep the stock range-bound until clearer forward guidance emerges.