TARCNSETARC LimitedMediumNeutral
Announced Fri, 29 May · 20:54 IST

TARC Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

TARC · 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
+2.3%1-day move
₹128.40
prior close
₹133.90
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.4+1.4+0.1+0.4+2.3+1.8+2.4+0.2-2.7-2.7+0.1-1.9
Up moveDown movePending
AI summary

TARC Limited reported FY2026 total income of ₹671.78 crore, a sharp jump from ₹38.89 crore in FY2025, with EBITDA turning positive at ₹77.51 crore versus a negative ₹127.77 crore the prior year. PAT came in at ₹19.03 crore against a net loss of ₹231.29 crore in FY2025. The company recorded highest-ever business cashflows of ₹1,132 crore and presales of ₹1,373 crore. Revenue recognition commenced at TARC Tripundra in Q4 FY2026 (₹270 crore recognised; ~₹730 crore balance to follow in FY2027), with project-level embedded gross margin of ~45%. Three ongoing projects — Tripundra, Kailasa, and Ishva — have a combined GDV of ~₹9,000 crore. Management projects cash inflows of ₹1,600–1,800 crore in FY27 rising to ₹2,800–3,000 crore by FY30, targeting net debt zero by FY27 and ~₹10,000 crore cumulative cashflows over the next five years.

Likely market impact

TARC has staged a strong turnaround with revenue recognition from Tripundra now underway, and its luxury-focused strategy delivering high project-level margins of ~45%. The disclosed debt reduction roadmap and multi-year cashflow visibility signal improving financial health, though investors should monitor execution across the large pipeline.