Tega Industries Limited — Q1FY27 earnings call summary

Filed 20 August 2026 · Official transcript

Consolidated Q1 FY27 revenue INR17.2bn; adjusted EBITDA INR2.64bn; margin 15%
Consolidated margin guidance ~15% for FY27
Integration synergies of USD20mn expected over 2-2.5 years
FY27 consumables growth guidance maintained at 15% CAGR
Cross-sell revenue ramp expected from Q3 FY27 onwards
Capex: Molycop ~USD28mn (10 months), Tega ~USD40mn excluding Molycop
Freight cost inflation passed through with ~1 quarter lag
Legacy Tega consumables revenue +36% y-y to INR4bn; EBITDA margin expanded to 24.1%