TEGA / guidance tracker

Keep management guidance in view.

Tega Industries · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

15% Revenue CAGR

Management reaffirms long-term 15% CAGR growth target on group level, supported by robust order book and diversified mining exposure.

growth

>25% Equipment Business Growth

McNally equipment segment expected to grow >25%, outpacing group average, driven by domestic iron ore, power plant, and aggregate crushing opportunities.

growth

22-23% Consumable EBITDA Margins

Consumer segment EBITDA margins guidance of 22-23% maintained; margins expected to improve with revenue pickup in H2 as operating leverage kicks in.

margins

Chile Capex ~$30 Million

Chile greenfield facility requires ~$30 million capex over 2 years (FY26-27); commercial production expected around mid-2026 with ~₹1,000 crore incremental topline potential.

capex

FY26 Consumables Growth Revised to ~8%

Previously guided at 15% growth but now expected around 8% due to order deferrals and customer inventory adjustments; long-term 15% CAGR target remains intact.

growth

FY26 Equipment Growth at 28-30%

Equipment segment expected to grow 28-30% for full year FY26, driven by strong order book execution and demand momentum.

growth

Chileex Project Commercial Production in Q2 FY27

Chileex project is on track for commercial production in Q2 FY27; alternate plans in place to address capacity limitations during transition.

expansion

Europe, LatAm, Australia Expansion from FY27

Customer trials and negotiations at advanced stages in Europe, Latin America, and Australia; expected to begin meaningful contribution from FY27 onwards.

expansion