Tega Industries Ltd — earnings calls

Tega Industries reported consolidated Q1 FY27 revenue of INR17.2 billion including its first month of Molycop consolidation, with adjusted EBITDA margin of about 15% before one-time acquisition and integration expenses of INR1.9 billion. The legacy Tega business grew revenue 21% year-on-year to INR4.3 billion with EBITDA up 42% and margins expanding to 22.1%, while the equipment segment saw a revenue decline due to delayed customer clearances. Molycop contributed INR12.9 billion in revenue and INR1.6 billion of adjusted EBITDA for its one month of consolidation, and management described net debt reduction at the Molycop level following the transaction's refinancing.

Tega Industries reported FY26 consolidated revenue of INR17,736 million, up 5% year-on-year, with EBITDA before exceptional items of INR3,967 million and margins of 22%. The company completed its acquisition of Molycop in partnership with Apollo Funds on June 1, 2026, adding approximately $838 million of debt at the Molycop level and INR1,500 crores of debt at the parent level. Management discussed order book growth, a Chile plant commissioning update, and provided guidance on consumables, equipment, and Molycop growth for FY27.