Tega Industries Ltd
Tega Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
3 of 5 strong
The short version
Consumables segment expected to see volume growth deferred to FY '28, no significant jump in FY '27. Management maintains a long-term consumables segment growth guidance of 15%+ despite recent flat revenues, attributing fluctuations to market cyclicality.
From Tega Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Consumables segment expected to see volume growth deferred to FY '28, no significant jump in FY '27.
- Management maintains long-term guidance of 15%+ growth in consumables, attributing recent flat growth to cyclicality and timing issues.
- Equipment segment targeting 25% revenue growth in FY '27, driven by ongoing projects, new product launches (notably a Japanese collaboration expected in Q3), and sector tailwinds (power, mining, mineral beneficiation).
- Molycop’s revenue growth revised to ~3% for fiscal year ending June '26, with ~12% EBITDA margin; full consolidation from June '26.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Tega Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY '27 capex planned includes $25-30 million for Chile project completion.
- Sustaining/modernization capex across geographies is INR 50-60 crores, funded via internal accruals.
- Molycop's budgeted maintenance capex is $20 million for FY '27; growth capex yet to be determined.
- No new debt needed for Molycop's capex; cash flows to cover it.
- Equipment business to launch a new product in Q3 FY '27 through Japanese collaboration.
- Continuous participation in equipment projects (e.g., NMDC) to drive growth.
2 more points management made on capital expenditure plans
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 March 31, 2026, Tega Industries' total order book stands at approximately INR 12,060 million.
- Out of this, executable orders within the next 12 months amount to INR 9,060 million.
- The pending order book has increased by 18% year-on-year.
- Executable pending orders have grown by about 17% compared to the previous year.
- The rise in pending and executable orders provides strong visibility and confidence in the company's growth trajectory.
2 more points management made on order book & pipeline
Tega Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 Inds.'s management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Tega Industries Ltd Q4 FY26 results?
Consumables segment expected to see volume growth deferred to FY '28, no significant jump in FY '27. Management maintains a long-term consumables segment growth guidance of 15%+ despite recent flat revenues, attributing fluctuations to market cyclicality.
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 83.2 with a market cap of ₹11,875 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tega Industries Ltd planning capital expenditure?
FY '27 capex planned includes $25-30 million for Chile project completion.
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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.