Announced Tue, 21 Apr · 16:04 IST
Q4 FY26 Results: Revenue Up 23%, Margins Under Pressure
Order Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Guided Margin PressureInvestor Communications View source PDF
TARIL · price
▲ 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
-4.8%1-day move
₹335.00
prior close
₹298.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.0+2.0+0.6+2.3-4.8-3.3+2.7+0.9-3.0-0.5-8.9-7.2+4.7-8.1
Up moveDown movePending
AI summary
TARIL reported FY26 standalone revenue of ₹2,395 cr (+23% YoY) and PAT of ₹225 cr (+20% YoY). However, EBITDA margin slipped 90 bps to 15.1% on standalone basis. Order book stands at ₹5,005 cr with ₹23,000+ cr inquiries under negotiation. Chairman targets US$ 1 billion revenue in 3 years, backed by ₹600 cr capex over 15 months, capacity expansion to 75,000 MVA, and 100% backward integration by Q1 FY28.
Likely market impact
Strong revenue growth and robust ₹5,005 cr order pipeline are positives, but margin compression and capex-led growth raise near-term profitability concerns.