Tara Chand InfraLogistic Solutions Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

TARACHAND · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-1.0%1-day move

₹61.80

prior close

₹67.21

base price

In-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-2.5-1.9-2.7-1.3-1.0-4.4-4.4-2.9-5.3-6.2-9.4-10.7-8.6—

Up moveDown movePending

AI summary

Tara Chand InfraLogistic Solutions reported its highest-ever revenue and profitability for FY26. Total income grew 13% to ₹2,881 crore, with EBITDA up 27% to ₹1,067 crore and EBITDA margin expanded by ~400 bps to 37.05%. Cash PAT rose 27% to ₹870 crore. The company operates three segments: Equipment Hiring & Projects (60% of revenue), Warehousing & Transportation, and Steel Processing & Distribution. Equipment rental standalone margin reached 62% in FY26. The company deployed ₹290 crore in capex over FY25-26, growing gross block to ₹558 crore with a fleet of 427 machines. Promoter holding strengthened to 71.64%. Incorporated new wholly-owned subsidiary Tarachand Metallix Limited in January 2026 for metal processing and manufacturing. Net Debt to Equity maintained at 0.9x.

Likely market impact

Strong execution with margin expansion and cash generation demonstrates operational leverage. Management's guided 20-25% revenue growth target and 37-38% EBITDA margin band for FY27 provides clear visibility. The new subsidiary and capex plans signal continued investment in growth.