BSETrishakti Industries LtdMediumNeutral
Announced Tue, 28 Apr · 08:47 IST

Disclosure Under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Investor Presentation.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-3.6%1-day move
₹168.00
prior close
₹166.00
base price
After-mkt
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AI summary

Trishakti Industries, a pure-play crane rental company serving infrastructure clients like L&T, Adani, and Reliance, reported exceptional FY26 results with revenue growing ~90% YoY to ₹33.24 Cr and EBITDA surging ~222% YoY to ₹20.21 Cr, with margins expanding to ~62%. Q4FY26 showed continued momentum with revenue up 3.1x YoY. The company deployed ₹210 Cr in capex during FY26—more than double its ₹100 Cr guidance—scaling total assets from ₹6,796 Lakh to ₹28,910 Lakh (~4.25x). Fleet utilization remains near 100% with 143 machines currently deployed. Management targets ~80-85% revenue CAGR over the medium term, aiming for ₹600-650 Mn ARR in FY27 and ₹900-1,000 Mn by FY28, supported by India's infrastructure supercycle and expansion into renewables, ports, and coastal segments.

Likely market impact

The company's breakout performance with sector-leading 62% EBITDA margins and 100% fleet utilization positions it well for continuedoutsized growth as India invests ₹14.3 Lakh Cr in infrastructure. The massive capex deployment exceeding guidance by 110% signals strong execution capability and first-mover advantage in the crane rental space, though investors should monitor the debt-funded asset growth (total assets nearly quintupled) against returns.