Tega Industries Limited — Investor Meet, 20-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tega Group reported a strong Q1 FY27. Consolidated revenue reached INR1,720 Cr with EBITDA at INR260 Cr (15% margin). Legacy Tega revenue grew 21% YoY to INR430 Cr (EBITDA INR100 Cr, 22.1% margin), supported by a INR1,230 Cr order book. Molycop, consolidated for June, contributed INR1,290 Cr revenue and INR160 Cr EBITDA (13% margin).

Management highlights successful Molycop integration and expects USD20 million in synergies over 2-2.5 years from cost savings and cross-selling. The Chile plant targets commercial production by March 2027. Strong gold and copper market fundamentals are expected to drive future growth. Consumables long-term growth is guided at 15% CAGR, with margins stable. Confidence in sustainable value creation.