Tega Industries Limited — Q2FY27 earnings call summary

Filed 12 November 2026 · Official transcript

H1 FY27 consolidated revenue INR59,775m; EBITDA margin 14.4% before one-time costs
Synergy cost savings target US$20m over 2-2.5 years; margin expansion initiatives ongoing
Molycop volume growth 2.2% over 4 months; margins stable, expected to improve 100 bps
Equipment business subdued H1; strong recovery expected in H2
Tax rate elevated this quarter; expected to normalize going forward
Order book INR13,976m, 83% executable in 12 months
Finance cost elevated due to acquisition; deleveraging and asset sales underway
Tega legacy consumables revenue +30% y-y; EBITDA margin expanded 190 bps to 22.4%