Tara Chand InfraLogistic Solutions Limited has informed the Exchange about Transcript
TARACHAND · price
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Tara Chand InfraLogistic Solutions reported its highest-ever first quarter with revenue of INR 61.71 crores, up 31% year-on-year, and EBITDA of INR 23.09 crores, up 45%, driven by strong performance in equipment rental and warehousing segments. EBITDA margin expanded by 370 basis points to 37.4% and PAT margin rose 100 bps to 10.5%, reflecting operational leverage from the INR 145 crore capex done in FY25. The company has an order book of INR 157.2 crores executable in FY26, a fleet of 375 machines, and has already executed INR 35 crores of its planned INR 100 crore FY26 capex. Management reiterated 20-30% annual growth guidance, targets specialized service contract margins expanding to 25% (from 18-20% currently), and aims to grow renewable energy share to 10% of equipment rental revenue. New SAIL Dankuni warehouse contract (4.5 years, INR 80 crores) and Nagpur land acquisition for specialized services are in progress.
Strong Q1 results with broad-based growth and margin expansion reinforce management's growth narrative; the disclosed order book provides revenue visibility for FY26, while the capex pipeline and SAIL contract win signal sustained growth momentum. Shareholders should note the depreciation step-up (guided at INR 48-50 crores for FY26) due to ongoing capex and management's openness to higher capex if opportunities arise, which could pressure near-term PAT growth despite strong revenue traction.