TARCNSETARC LimitedMediumNeutral
Announced Thu, 29 May · 21:22 IST

TARC Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

TARC · price

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

TARC Limited shared its Q4 & FY25 investor presentation highlighting record-breaking annual sales of ₹3,722 crore, a 7x jump from ₹520 crore in FY23. Collections rose to ₹484 crore in FY25 from ₹250 crore in FY23. Q4 FY25 alone saw sales of ₹1,235 crore. The company has three ongoing luxury projects — TARC Tripundra, Kailasa, and Ishva — with a combined development potential of ₹7,700 crore, and Tripundra is nearing delivery, expected to generate substantial margins. An upcoming pipeline of over ₹10,000 crore is planned from existing land bank, with ~₹6,800 crore in unrealized cashflows expected over FY26-FY29. The company is also working on new land acquisitions and aims to become cashflow positive within two years.

Likely market impact

Strong sales momentum, project deliveries unlocking revenue recognition, and a robust pipeline of ₹10,000+ crore signal solid growth ahead for shareholders. The cashflow positive target within two years and high-margin project deliveries could be positive catalysts for the stock.