TCCBSETCC Concept LtdHighNeutral
Announced Fri, 13 Feb · 22:03 IST

Unaudited Standalone and Consolidated Financial Results for the quarter and nine months ended December 31, 2025.

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

TCC Concept Limited reported a strong quarter and nine-month period ended December 31, 2025, with standalone revenue from operations rising to Rs 1,849.85 lakhs in Q3 (vs Rs 634.36 lakhs in Q3 FY25, up ~192%) and Rs 4,302.30 lakhs for 9M FY26 (vs Rs 1,385.81 lakhs, up ~210%). Standalone profit after tax jumped to Rs 1,239.60 lakhs in Q3 (vs Rs 277.26 lakhs) and Rs 2,851.60 lakhs for 9M (vs Rs 655.16 lakhs, up ~335%). On a consolidated basis, revenue from operations grew to Rs 4,647.96 lakhs in Q3 and Rs 9,552.05 lakhs for 9M, with consolidated PAT of Rs 1,400.68 lakhs and Rs 3,384.75 lakhs respectively. A major highlight was the acquisition of a 98.98% stake in Pepperfry Limited for Rs 661.47 crore via share swap (1.18 crore equity shares issued) and secondary purchase, bringing Pepcart Logistics, Clouddio Sleep, and Pepperfry Modular as subsidiaries. The company also acquired 100% of Pepcart Logistics directly and issued 27.5 lakh ESOPs to eligible employees. The statutory auditor (Mehra Goel & Co.) issued an unqualified limited review report on both standalone and consolidated results.

Likely market impact

The sharp revenue and profit growth, combined with the transformative Pepperfry acquisition, positions TCC Concept for significantly expanded scale and a stronger consumer-facing portfolio going forward, which could be positive for stock sentiment. However, the share-swap-based acquisition will dilute existing shareholders, and the new subsidiaries will need to deliver on integration and growth expectations.