Q1-FY26 · Mukul Taneja
We are confident of our growth story as we have been growing at 15% CAGR and we maintain those estimates even for the current period.
TEGA / language trends
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Tega Industries · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q1-FY26 · Pratik Basu Roy
In the consumables approximately 90% is outside India and domestic we have around 10%.
Q1-FY26 · Sharat Marquet
The ones that had deferred in Q4 has come in. The ones there are some which has been deferred into also in Q2 and some also goes as long as into Q3 because of the customer request.
Q3-FY26 · Pratik Basu
While you know our sustainable spares business which is repeat business has come back very strong, some of the initiatives on conversions of new customers have had a time lag where some of the purchase orders or the orders that were to come through have been delayed by a quarter or two.
Q3-FY26 · Management
The consumable business, we generally operate in gross margins of 57 to 60% and EBITDA margins anything between 22 to 23%. That's the reason why we told that in spite of the volatility and the uncertainties we have been able to maintain the gross margins.
Q3-FY26 · Pratik Basu
If the prices rise, people find an opportunity and more process. The business definitely grows for us. For example, if the mines are churning a higher amount of throughput, to have that higher throughput, they need to have a higher input. And if they need to have a higher input, it means more consumables will be required.