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Tega Industries Ltd

Q1 FY27Industrial Manufacturing

Tega Industries Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹1,678
Market cap₹13.1K Cr
Updated26 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

1 of 3 strong

RevenueRank 3
MarginRank 3
CapexYes

Not discussed on this call: fundraise, order book.

The short version

Consumable business is expected to grow at a sustainable long-term CAGR of 15% (Page 14). Tega Industries expects long-term sustainable growth of 15% CAGR for its consumable business.

From Tega Industries Ltd's Q1 FY27 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

Rank 3
  • Consumable business is expected to grow at a sustainable long-term CAGR of 15% (Page 14).
  • Q1 FY27 saw consumable business growth of ~36%, but management remains conservative at 15% guidance considering order timing (Page 14).
  • Molycop volume growth expected around 5% for the 10-month period following acquisition (Page 10).
  • Molycop EBITDA expected to grow ~4% over the same period, reflecting cost controls and efficiencies (Page 10).
  • Global copper demand is forecasted to grow at ~4.8% CAGR and gold at ~2.2% CAGR through FY30, supporting market growth (Page 4).
  • Combined Tega-Molycop platform targets growth ahead of the broader mining consumables market over time (Page 4).
  • Cross-selling opportunities between Tega and Molycop products expected to be accretive but require a couple of quarters for clarity (Page 12).
  • Order book of INR 12.3 billion (~USD 150 million) provides strong near-term revenue visibility (Page 6).

Profitability & Margins

See what Tega Industries Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes
  • Molycop's capex for the current 10-month period estimated at around USD 28 million (Page 9).
  • Molycop's normal annual capex run rate is in the low USD 30 million range, with potential for expansion (Page 9).
  • Tega's capex (excluding Molycop) is approximately USD 40 million including Chile operations (Page 9).
  • Chile plant commissioning is on track with soft commissioning expected around January 2027 and commercial production targeted for March 2027, subject to regulatory approvals (Page 8).
  • Integration synergies valued at around USD 20 million expected over the next 2 to 2.5 years, including operational efficiency improvements and procurement synergies (Page 5-6).
  • Continued focus on investment to support growth, operational excellence, and cross-selling opportunities post Molycop acquisition (Page 5).

Top-ranked in Industrial Manufacturing

Ranked on what management guided this quarter

5x potential
1ICE Make Refrigeration Ltd
Rev 1Mar 2
2Taurian MPS Ltd
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Tega Industries Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not explicitly mention the current or expected order book or pending orders for Tega Industries Limited or Molycop. However, some relevant points related to order servicing and growth indications include: - Part of the Q4 orders of the consumable business were serviced in Q1 FY27, affecting quarter-on-quarter comparability. - Long-term guidance for the consumable business growth is maintained at 15% CAGR. - The equipment business experienced softer revenue in Q1 FY27 mainly due to delays in customer clearances. - No specific quantitative figures on order backlog or pending orders were disclosed during the call. If you need details on the order book, the company’s investor relations might provide more specific and updated information.

Tega Industries Ltd — Quarterly revenue & net profit

Revenue Net profit
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹404 Cr, net profit ₹20 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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What Tega Industries Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Tega Industries Ltd Q1 FY27 results?

Consumable business is expected to grow at a sustainable long-term CAGR of 15% (Page 14). Tega Industries expects long-term sustainable growth of 15% CAGR for its consumable business.

What is Tega Industries Ltd share price analysis?

Tega Industries Ltd currently shows a below-average growth signal. The stock trades at a P/E of N/A with a market cap of ₹13,096 Cr. Investors should review the full earnings analysis for detailed insights.

Is Tega Industries Ltd planning capital expenditure?

Molycop's capex for the current 10-month period estimated at around USD 28 million (Page 9).

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.