Tega Industries earnings calls.

Tega Industries reported a challenging Q3 FY26 with revenue of Rs 417.5 crore and EBITDA margin compressed to 14% from 24% YoY, primarily due to one-time acquisition-related expenses (~Rs 45-50 crore) and new labor code charges (~Rs 6 crore). Excluding these, margins would have remained above 20Current reported value: 20. No comparable prior figure is available in the source record.%. The 9-month revenue stood at Rs 1,210.3 crore (up 6% YoY)Current reported value: The 9-month revenue stood at Rs 1,210.3 crore (up 6% YoY). No comparable prior figure is available in the source record. with equipment business showing strong 34% growth, while consumables grew only ~2% YTD due to order deferrals and customer inventory adjustments. Management revised FY26 consumables guidance from 15% to ~8% growth but maintained long-term 15% CAGR target. The order book of Rs 1,142 crore (Rs 812 crore executable in 12 months)Current Rs 1,142 crore (Rs 812 crore executable in 12 months). Reported change: +Strong visibility. provides revenue visibility. Mollikop acquisition is on track for March 2026 closure with 84%Current 84%. Reported change: Increased from initial stake. stake now held. Key risks include execution variability in equipment segment, delayed consumable conversions, and ongoing acquisition financing complexity.