Any current/future new fundraising through debt or equity?

There is no explicit mention in the transcript of any current or planned fundraising through debt or equity. The company stated they evaluate various strategic opportunities for growth and expansion but there is no material information or event at this stage requiring disclosure under SEBI laws. Promoters have confirmed there is no interest in divesting the business, and no rumors around any imminent sale or fundraising were acknowledged. Overall, the management indicated a focus on organic growth with their existing capital structure and ongoing capex plans spread over FY '26 and FY '27. Any

Any current/future capex/capital investment/strategic investment?

Chile capex plan: Approximately $30 million, part of a greenfield expansion to increase capacity; commercial production expected around the same time next year (FY '27). Dahej plant capex: About INR 30 crores planned for FY '26. McNally capex: Committed INR 20-25 crores, to be incurred as and when required. Overall, these capex spends will be spread over FY '26 and FY '27, with a little more than half expected in the current year. Maintenance capex: About INR 50 crores annually at the group level. Alternate plants set up at Chile to mitigate any interim capacity limitations. No specific disclo

Future growth expectations in sales/revenue/volumes?

Tega Industries targets a long-term revenue CAGR of 15% overall. Equipment business is expected to grow at a higher rate of around 25%. Consumables segment, including the DynaPrime product line, aims for 15-20% growth, with some optimism for over 20%. The Latin America region, especially with the ramp-up of the Chile plant, is a significant growth driver. The new Chile facility is expected to add approximately INR1,000 crores to top-line revenue at full capacity. The company anticipates continuing growth backed by a strong order book of over INR10,000 million, with INR6,103 million executable

Future growth expectations in earnings/operating earnings/profits/EPS?

Tega Industries projects a 6% year-on-year growth in consolidated operating revenue for Q1 FY '26, with cautious optimism for continuing growth. Equipment business showed strong 78% YoY revenue growth in Q1 FY '26, expected to contribute positively going forward. EBITDA margins maintained around 20%, with consumable segment EBITDA margins targeted at 22-23% and equipment segment at 12-13%. Order book at INR10,053 million, with INR6,103 million executable within 12 months, providing strong revenue visibility. Capex focused on capacity expansion, especially the $30 million Chile project, expecte

Current/ Expected Orderbook/ Pending Orders?

As of June 30, 2025, Tega Industries reported an order book of approximately INR 10,053 million. Out of this, about INR 6,103 million worth of orders are executable within the next 12 months. The order backlog includes a significant portion from the consumable business segment and the remainder from the equipment business. There is visibility of upcoming orders, particularly in equipment, with confidence in achieving growth despite some orders not yet formalized in the order book. The company aims to maintain a 15% CAGR growth at the group level, with McNally expected to grow more than 25%. Th

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Tega Industries LtdQ2 FY25Industrial Manufacturing

Tega Industries Ltd Q2 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹1,705P/E: 59.0Market Cap: ₹11.9K CrSector: Industrial Manufacturing

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

N/A

Capex

Yes

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 3

→Tega Industries targets a long-term revenue CAGR of 15% overall.
→Equipment business is expected to grow at a higher rate of around 25%.
→Consumables segment, including the DynaPrime product line, aims for 15-20% growth, with some optimism for over 20%.
→The Latin America region, especially with the ramp-up of the Chile plant, is a significant growth driver.
→The new Chile facility is expected to add approximately INR1,000 crores to top-line revenue at full capacity.
→The company anticipates continuing growth backed by a strong order book of over INR10,000 million, with INR6,103 million executable in the next 12 months.
→Copper and gold mining sectors, comprising over 76% of revenue, are supported by steady global demand growth, aiding volume and sales increase.
→Operational efficiencies and capacity expansions are expected to support higher sales without constraints.

Margin guidance

Category 3

→Tega Industries projects a 6% year-on-year growth in consolidated operating revenue for Q1 FY '26, with cautious optimism for continuing growth.
→Equipment business showed strong 78% YoY revenue growth in Q1 FY '26, expected to contribute positively going forward.
→EBITDA margins maintained around 20%, with consumable segment EBITDA margins targeted at 22-23% and equipment segment at 12-13%.
→Order book at INR10,053 million, with INR6,103 million executable within 12 months, providing strong revenue visibility.
→Capex focused on capacity expansion, especially the $30 million Chile project, expected to add about INR1,000 crores to revenue when fully operational.
→Growth is largely expected in Latin America and in segments like DynaPrime (consumables), with demand driven by copper and gold mining sectors.
→Operational efficiencies and higher utilization expected to improve EBITDA margins over the year.
→Overall, the company maintains a positive outlook with an aim to sustain around 15% CAGR growth in revenues and earnings over the medium term.

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Fundraise plans

→There is no explicit mention in the transcript of any current or planned fundraising through debt or equity.
→The company stated they evaluate various strategic opportunities for growth and expansion but there is no material information or event at this stage requiring disclosure under SEBI laws.
→Promoters have confirmed there is no interest in divesting the business, and no rumors around any imminent sale or fundraising were acknowledged.
→Overall, the management indicated a focus on organic growth with their existing capital structure and ongoing capex plans spread over FY '26 and FY '27.
→Any significant developments related to fundraising will be appropriately disclosed as per regulatory requirements.

Order book

→As of June 30, 2025, Tega Industries reported an order book of approximately INR 10,053 million.
→Out of this, about INR 6,103 million worth of orders are executable within the next 12 months.
→The order backlog includes a significant portion from the consumable business segment and the remainder from the equipment business.
→There is visibility of upcoming orders, particularly in equipment, with confidence in achieving growth despite some orders not yet formalized in the order book.
→The company aims to maintain a 15% CAGR growth at the group level, with McNally expected to grow more than 25%.
→The NMDC order for McNally is INR 120 crore, with about 75% scheduled for execution in FY '26 and the rest spilling over into FY '27.
→Despite some shipment deferments, the company expects sustained order inflows and robust sales funnel.

Capex plans

Yes

→Chile capex plan: Approximately $30 million, part of a greenfield expansion to increase capacity; commercial production expected around the same time next year (FY '27).
→Dahej plant capex: About INR 30 crores planned for FY '26.
→McNally capex: Committed INR 20-25 crores, to be incurred as and when required.
→Overall, these capex spends will be spread over FY '26 and FY '27, with a little more than half expected in the current year.
→Maintenance capex: About INR 50 crores annually at the group level.
→Alternate plants set up at Chile to mitigate any interim capacity limitations.
→No specific disclosures yet on inorganic growth such as acquisitions; company regularly evaluates strategic opportunities but no material event currently.
→The new Chile plant expansion expected to add approximately INR 1,000 crores top line on full utilization.

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