Investor Presentation

November 05, 2026 The Corporate Services Department, Manager - Listing Department BSE Limited The National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block, Dalal Street, Bandra-Kurla Complex Mumbai- 400 001 Bandra (E), Mumbai - 400 051 NSE Symbol: TEGA BSE Scrip Code: 543413 Subject: Investor Presentation for the Quarter and Half Year ended September 30, 2026 Dear Sir/Madam, Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, please find enclosed herewith the Investor Presentation for the Quarter and Half Year ended September 30, 2026. This disclosure will also be hosted on the Company’s website viz. www.tegaindustries.com. Kindly take the information on your record. Thanking you, Yours faithfully, For Tega Industries Limited Manjuree Rai Company Secretary & Compliance Officer Membership No. A12858 Enclosed: As stated above TEGA INDUSTRIES LTD Investor Presentation November, 2026 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Tega Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of theCompany willbemadeexcept bymeans ofastatutory offering document containing detailed information about theCompany. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representationor warranty,express or implied, whatsoever, andno relianceshallbe placedon, thetruth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that youmayconsider material. Anyliability inrespectof thecontents of,oranyomissionfrom,this Presentationisexpresslyexcluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward- looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation arenotadoptedbytheCompany andtheCompany isnot responsiblefor suchthirdpartystatements andprojections. TEGA INDUSTRIES LIMITED H1 & Q2 FY 27 Performance Highlights H1 FY27 Highlights Group Performance Total Group revenue at Rs 60,356 Mn, Adjusted EBIDTA 8,720 Mn (14% of total income) Consumables Molycop (Jun 26 –Sep 26) • Consumable revenue up by 30% YoY basis and absolute EBIDTA up by 42% • Molycop volume at 415.6 KT, • Consumable EBIDTA 22.4% against 20.5% YoY. • Total income at Rs 50,797 Mn • Highest H1 & Q2 Revenue Equipment Order Book • Equipment business revenue down by • Order book (Excluding Grinding Media) stands at Rs 13,976 up by 21% from INR 378 Mn & EBIDTA down by 182 Mn same period of last year. YoY basis. • Executable order book within 1 year 11,576 Mn. • Secured order worth Rs 1260 Mn expected execution in 14 months. TEGA INDUSTRIES LIMITED H1 FY27 Consolidated Result ORDER BOOK IN HAND | TEGA (EX MOLYCOP) VOLUME | GRINDING MEDIA (Molycop) Rs 13,976 Mn 415.6 KT ▲21% YoY As at 30 September 2026 Four months, 1 June –30 September 2026 H1 FY27 Tega (Ex Molycop) YoY Grinding Media Tega Group Total Income 9,559 ▲21% 50,797 60,356 Adjusted EBITDA* 1,949 ▲25% 6,772 8,720 Adjusted PAT / (Loss)* 602 ▼25% (150) 452 Additional information: Molycop acquisition cost 73 - 2503 2576 Exceptional item - - 117 117 • Adjusted EBIDTA and PAT is without considering one time acquisition cost, exceptional item and tax impact on it. Exceptional item is amortization of fair value of inventory pursuant to purchase price allocation on acquisition this has no cash flow impact • Adjusted PAT of Tega (Ex Molycop) Rs 602 Mn is after considering Finance cost of Rs 420 Mn on term loan. .TEGA INDUSTRIES LIMITED All figures in Rs Mn unless stated 5 H1 Consolidated Financial Performance Total Income *EBITDA *PAT 60,000 50,797 50,000 40,000 30,000 20,000 9,559 7,927 10,000 All figures in Rs Mn TEGA INDUSTRIES LIMITED Total Income 7,500 6,772 6,500 5,500 4,500 3,500 2,500 1,949 1,561 1,500 -500 Grinding media H1 FY27 Tega H1 FY26 Tega H1 FY27 Adjusted EBITDA 1,800 1,600 1,400 25% 1,200 1,000 -200 (150) Grinding media H1 FY27 Tega H1 FY26 Tega H1 FY27 • Adjusted EBIDTA and PAT is without considering one time acquisition cost, exceptional item and tax impact on it. Exceptional item is amortization of fair value of inventory pursuant to purchase price allocation on acquisition this has no cash flow impact • Adjusted PAT of Tega (Ex Molycop) Rs 602 Mn is after considering Finance cost of Rs 420 Mn on term loan. Adjusted PAT -25% Grinding media H1 FY27 Tega H1 FY26 Tega H1 FY27 Q2 FY27 Consolidated Result Q2 FY27 Tega (Ex Molycop) YoY Grinding Media Tega Group Total Income 4,985 ▲18% 37,963 42,947 Adjusted EBITDA* 937 ▲10% 5,144 6,081 Adjusted PAT / (Loss)* 158 ▼65% (253) (95) Additional information: Molycop acquisition cost 16 - 650 666 Exceptional item - - 117 117 • Adjusted EBIDTA and PAT is without considering one time acquisition cost, exceptional item and tax impact on it. Exceptional item is amortization of fair value of inventory pursuant to purchase price allocation on acquisition this has no cash flow impact • Adjusted PAT of Tega (Ex Molycop) Rs 158 Mn is after considering Finance cost of Rs 298 Mn on term loan. TEGA INDUSTRIES LIMITED All figures in Rs Mn unless stated 7 Q2 Consolidated Financial Performance Total Income *EBITDA *PAT 42,000 37,963 37,000 32,000 27,000 22,000 17,000 12,000 7,000 4,211 4,985 2,000 -3,000 All figures in Rs Mn TEGA INDUSTRIES LIMITED Total Income 6,000 5,144 18% 5,000 4,000 3,000 2,000 849 937 1,000 Grinding media Q2 FY27 Tega Q2 FY26 Tega Q2 FY27 Adjusted EBITDA 1,100 10% 449 500 -100 -300 (253) Grinding media Q2 FY27 Tega Q2 FY26 Tega Q2 FY27 • Adjusted EBIDTA and PAT is without considering one time acquisition cost, exceptional item and tax impact on it. Exceptional item is amortization of fair value of inventory pursuant to purchase price allocation on acquisition this has no cash flow impact • Adjusted PAT of Tega (Ex Molycop) Rs 158 Mn is after considering Finance cost of Rs 298 Mn on term loan. Adjusted PAT -65% Grinding media Q2 FY27 Tega Q2 FY26 Tega Q2 FY27 H1 Consolidated Profit & Loss Statement H1 FY27 H1 FY27 H1 FY26 H1 FY27 Y-o-Y Particulars (Rs. Mn) Grinding Tega Tega Tega Tega media Group Group Revenue from Operations 9,143 50,632 59,775 7,614 Other Income 417 164 581 313 Total Income 9,559 50,797 60,356 7,927 21% Cost of Material Consumed 3,867 28,765 32,632 2,932 Purchase of stock in trade - 4,183 4,183 - Change in FG & WIP (255) (823) (1,078) [Showing first 8,000 characters — download PDF for full document]