Tega Industries Q3 FY26 Earnings Call Transcript Released
Tega Industries released its Q3 FY26 earnings call transcript. Nine-month FY26 revenue grew 6% to ₹1,210.3 crore, with EBITDA at ₹216.1 crore. Q3 FY26 revenue was ₹417.5 crore, impacted by one-time expenses. Order book stands at ₹1,114 crore. Molycop acquisition is progressing, with approvals expected soon. Chile CAPEX project on track for Q2 FY27.
The announcement provides a detailed update on financial performance for Q3 and nine months of FY26, progress on the Molycop acquisition, and future projects like the Chile CAPEX. This information is material for investors and analysts in understanding the company's current standing and future prospects.
The announcement is a transcript of an earnings call, which is a routine disclosure. While financial performance details are provided, there are no significant positive or negative surprises that would warrant a strongly positive or negative sentiment. The impact of one-time expenses on margins is noted, and the progress on acquisitions is ongoing.
Tega Industries Limited has released the transcript of its Earnings Conference Call held on February 12, 2026, for the quarter and nine months ended December 31, 2025. During the call, the management reported consolidated revenue for the nine months ended FY26 at ₹1,210.3 crore, a 6% year-on-year growth, with an EBITDA of ₹216.1 crore and EBITDA margins of 18%. The margins were impacted by one-time acquisition-related expenses and new labor code regulations. Excluding these, margins would be above 20%. The equipment business showed strong momentum with revenue of ₹182.6 crore for the nine-month period, a 34% year-on-year increase.
The company's order book stood at approximately ₹1,114.02 crore as of December 31, 2025, with ₹810.2 crore executable within 12 months. Management expressed confidence in navigating macroeconomic uncertainties due to a diversified portfolio and strong balance sheet. The Molycop transaction is progressing, with anti-trust filings completed in 12 jurisdictions and an FDI filing in Spain, with approvals expected in the coming months. The Chile CAPEX project is on track for commercial production in Q2 FY27.
For Q3 FY26, total group revenues were ₹417.5 crore with an EBITDA of ₹60 crore, resulting in EBITDA margins of 14%. This was impacted by the one-time expenses related to the Molycop acquisition and new labor code regulations. Excluding these, EBITDA margins would be above 20%. The consumable business segment contributed 88% and the equipment business segment 12% to group revenues in Q3. Gross margins were maintained at 60% at the group level. The company anticipates a consumables business growth of around 8% for the full year FY26, and the equipment business is expected to grow by 28-30%.
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Tega Industries Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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See the model portfoliosA plain-language summary of a public exchange filing by Tega Industries Limited. Read the original for the full detail.