Transport Corporation of India Limited has informed the Exchange about Investor Presentation
TCI · price
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Awaiting price reaction for this filing.
TCI filed its Q4 FY25 investor presentation to the exchanges. Consolidated revenue grew 11.5% year-on-year to ₹4,539 crore, with PAT up about 17% to ₹416 crore. The Freight Division saw flattish revenue (₹1,711 crore, +4.3%) and a notable margin squeeze, with EBIT margin falling to 2.8% from 3.4%, as management called it the 'bottom of the cycle' amid weakness in infrastructure and capital goods. The Supply Chain Division delivered strong 13% revenue growth to ₹1,637 crore with stable margins around 9.6%. The Seaways Division posted 13% revenue growth to ₹588 crore with a sharp jump in EBDITA margin to 41.8% on favourable freight rates. The company remains net debt-free with a ₹235 crore cash surplus, and management has guided for 10-12% revenue and profit growth going forward.
Mixed read for investors: Seaways and Supply Chain are firing on all cylinders, but the freight business is cyclically weak, which may keep margins under pressure in the near term. The debt-free balance sheet, healthy cash position, and 10-12% growth guidance provide a supportive backdrop, but stock reaction may hinge on how quickly the freight division recovers as flagged for FY26.