Transport Corporation of India Limited has informed the Exchange about Investor Presentation
TCI · price
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TCI posted its 20th consecutive quarter of YoY growth, with consolidated Q1 FY26 revenue rising ~9% to Rs 1,150.6 Cr and PAT up 18% to Rs 124.2 Cr. The Seaways division was the star, with revenue up 10.7% and EBIT margins expanding sharply to 39.2% (from 30.1%) on favorable freight rates and softer fuel prices. The Supply Chain division also grew 10.6% with stable margins at 9.7%, supported by new contracts and warehousing traction. The Freight division was weak, with revenue flat and EBDITA down 15.9%, hurt by softness in infra and capital goods sectors. The company has net cash of Rs 121 Cr, a Rs 4,500 Cr capex plan for FY26, and has guided for 10-12% revenue and profit growth. ROCE stands at a strong 29.3%.
Mixed quarter — strong performance in Seaways and Supply Chain offset by Freight weakness, but overall growth and profitability remain healthy. The 10-12% growth guidance, strong ROCE of 29.3%, net cash position, and 13 analyst Buy ratings suggest the stock remains fundamentally attractive despite near-term freight headwinds.