Tega Industries Ltd
Tega Industries Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #45 of 56 in Industrial Manufacturing
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The short version
Tega Industries expects the equipment business to grow more than 25% in FY '26, potentially overshooting the initial guidance due to strong order book and execution. Tega Industries expects strong growth supported by strategic initiatives and a robust order book of INR11,556 million as of September 30, 2025, with INR7,306 million executable within 1 year.
From Tega Industries Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Tega Industries expects the equipment business to grow more than 25% in FY '26, potentially overshooting the initial guidance due to strong order book and execution.
- The consumables business aims for a 15% growth rate in FY '26 with H2 typically stronger than H1.
- Post Molycop acquisition, first consolidation expected in Q4 FY '26, with revenue and cost synergies anticipated from complementary product cross-selling from FY '27 onwards.
- The McNally equipment business targets reaching INR1,000 crores revenue run rate within 3-4 years, maintaining conservative growth projections.
2 more points from Tega Industries Ltd's call on revenue
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Profitability & Margins
See what Tega Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Chile Capex Project: Ongoing, on track for commercial production by September 2026 (Q2 FY '27). Total project cost around $30-35 million, with 25-30% already spent, primarily on land and capital advances.
- Routine Capex: Approximately INR 50 crores annually, covering maintenance and expansion (including Dahej debottlenecking).
- Additional Investments: Alternate manufacturing facilities in Chile to mitigate U.S. tariffs and capacity constraints.
- Molycop Acquisition: Capital raise of INR 2,000 crores completed; a further INR 400-500 crores equity raise planned to complete INR 2,300 crores total equity requirement.
2 more points from Tega Industries Ltd's call on capex
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Top-ranked in Industrial Manufacturing
Ranked on what management guided this quarter
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
- As of September 30, 2025, Tega Industries has an order book of INR 11,556 million.
- Out of this, INR 7,306 million worth of orders are executable within one year.
- The order book includes both consumable and equipment business segments.
- Execution timelines depend on customer schedules, site readiness, and shutdown timelines.
2 more points from Tega Industries Ltd's call on order book
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Tega Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹404 Cr, net profit ₹20 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Tega Industries Ltd's management said in earlier quarters
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Q2FY26 Revenue from Operations:** ₹11.40 Crores . Key investor presentation takeaways from Atam Valves's Q2 FY26 investor presentation — and how it ranks agains
- Prizor Viztech Ltd (Q2 FY26)
H1 FY25: 35.4% (from Rs. Key investor presentation takeaways from Prizor Viztech Ltd's Q2 FY26 investor presentation — and how it ranks against sector peers.
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Manufacturing
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Tega Industries Ltd Q2 FY26 results?
Tega Industries expects the equipment business to grow more than 25% in FY '26, potentially overshooting the initial guidance due to strong order book and execution. Tega Industries expects strong growth supported by strategic initiatives and a robust order book of INR11,556 million as of September 30, 2025, with INR7,306 million executable within 1 year.
What is Tega Industries Ltd share price analysis?
Tega Industries Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹14,446 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tega Industries Ltd planning capital expenditure?
Chile Capex Project: Ongoing, on track for commercial production by September 2026 (Q2 FY '27).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.