TOTALNSETotal Transport Systems LimitedMediumNeutral
Announced Fri, 22 May · 16:28 IST

Total Transport Systems Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-2.8%1-day move
₹54.18
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AI summary

Total Transport Systems Limited reported FY26 revenue of ₹622 Cr, down 6.6% YoY from ₹665 Cr in FY25, amid challenging global trade conditions including geopolitical tensions and fluctuating freight rates. Despite lower revenues, the company improved EBITDA by 11.9% YoY to ₹15 Cr, with EBITDA margins expanding by 40 basis points to 2.4%. PAT for FY26 stood at ₹8 Cr compared to ₹9 Cr in FY25, with stable PAT margins at 1.3%. Q4 FY26 saw significantly softer performance with EBITDA at ₹1.3 Cr (down 77% YoY) and PAT at ₹0.3 Cr due to subdued trade activity and pricing pressure. Volume-wise, LCL consolidation declined to 236,240 CBMs while air freight volumes increased to 1,436 tons. The company operates through LCL, FCL, air freight, inland transport, and last-mile delivery (Abhilaya) segments with a global network across 89 countries.

Likely market impact

The margin expansion despite revenue decline demonstrates effective cost management, though the sharp Q4 deterioration raises near-term concerns. The company's strategic focus on cross-selling FCL services to its 1,000+ customer base and ramping up air freight could drive future growth in a recovering trade environment.