Provides multi-modal logistics across India, running three core businesses that together generated Rs 4,916.8 crore in FY26 revenue. Supply Chain Solutions is the largest segment at 42.1% of segment revenue with an EBIT of Rs 110.6 crore, serving industries such as automotive, consumer goods and quick commerce. Freight Division contributes 40.4% of segment revenue with an EBIT of Rs 41.3 crore, focused on road haulage. Seaways Division is the smallest at 14.8% of segment revenue but produced the highest segment EBIT at Rs 252.2 crore from coastal shipping. The cost structure is dominated by other operating expenses at 83.9% of revenue, with diesel and bunker fuel flagged as specific cost pressures in Q1 FY27 commentary. Demand was weak in chemicals, tiles and packaging, and the company employs 4,776 employees and 8,904 workers per the FY26 BRSR. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Supply Chain Solutions Division (42%), Freight Division (40%), Seaways Division (15%), Unallocable (3%), Energy Division (0%). Asset-heavy multi-modal logistics spanning road freight, contract logistics and coastal shipping.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 3,257 | 3,783 | 4,024 | 4,492 | 4,917 |
| EBITDA (ex other income) | 409 | 421 | 408 | 461 | 517 |
| margin % | 12.6 | 11.1 | 10.1 | 10.3 | 10.5 |
| Owners' profit | 290 | 317 | 351 | 413 | 460 |
| EPS, as reported (₹) | 37.50 | 40.96 | 45.18 | 53.43 | 59.49 |
| ROE % · ROCE % | 20.1 · 20.5 | 18.5 · 18.0 | 17.4 · 14.7 | 19.0 · 16.2 | 17.7 · 15.2 |
| Debt / equity (x) | 0.04 | 0.04 | 0.08 | 0.07 | 0.08 |
| Cash from operations | 368 | 361 | 299 | 359 | 444 |
| Capex | (76) | (156) | (243) | (354) | (414) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1,121 | 1,147 | 1,179 | 1,139 | 1,205 | 1,249 | 1,324 | 1,249 |
| Profit before tax | 94 | 89 | 105 | 98 | 103 | 101 | 113 | 98 |
| Net profit | 107 | 102 | 115 | 107 | 114 | 116 | 125 | 107 |
| EPS (₹) | 13.68 | 13.04 | 14.80 | 13.90 | 14.69 | 14.96 | 16.12 | 13.77 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Freight division | 650 | 12.4 |
| supply chain solutions division | 558 | 10.6 |
| seaways division | 185 | 3.5 |
| energy division | 1 | 0.0 |
| unallocable | 11 | 0.2 |
| Freight Division | 1,704 | 32.4 |
| Supply Chain Solutions Division | 1,641 | 31.2 |
| Seaways Division | 469 | 8.9 |
| Energy Divison | 4 | 0.1 |
| Unallocable & Corporate | 22 | 0.4 |
| Unallocable | 8 | 0.2 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Sept 2026 · TCI to transfer unclaimed shares to IEPF Authority | compliance | minimal | — | — |
| 11 Sept 2026 · TCI publishes IEPF share transfer notice in newspapers | compliance | minimal | — | — |
| 7 Aug 2026 · TCI Q1 FY27 earnings call transcript filed with exchanges | investor communications | medium | — | — |
| 3 Aug 2026 · TCI shares audio recording of Q1 FY26 results conference call | investor communications | low | — | — |
| 3 Aug 2026 · TCI Q1 FY27 Investor Presentation: 24th consecutive growth quarter | investor communications | medium | — | — |
| 31 Jul 2026 · TCI informs exchanges about newspaper publication of Q1 FY27 results | compliance | minimal | — | — |
| 30 Jul 2026 · TCI 31st AGM: All 4 resolutions passed, Rs.1 dividend declared | board shareholder meetings | low | — | — |
| 30 Jul 2026 · 31st AGM held on July 30 2026; 4 resolutions including final dividend of Re 1 per share | board shareholder meetings | medium | — | — |
| 30 Jul 2026 · TCI Q1 FY27: Revenue up 9%, PAT slips 0.6% on margin pressure | results | high | — | — |
| 30 Jul 2026 · TCI Q1 FY27: Standalone PAT up 13%, Revenue up 9% YoY | results | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| Total, before eliminations | 5,251 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| CONTAINER CORP OF IND LTD | 38,024 | 30.5 | 2.91 | 16.2 | 9.5 | 11.6 | 7.2 | 24.5 |
| DELHIVERY LIMITED | 32,882 | 351.3 | 3.39 | 33.6 | 1.6 | 1.2 | — | 8.7 |
| SHADOWFAX TECHNOLOGIES L | 14,920 | 92.7 | 8.55 | 59.0 | 6.4 | 5.7 | — | 8.3 |
| BLUE DART EXPRESS LTD | 11,490 | 40.0 | 6.47 | 12.1 | 13.9 | 13.4 | 13.3 | 16.7 |
| TRANSPORT CORPN OF INDIA ◆ | 6,587 | 14.4 | 2.53 | 11.9 | 17.7 | 14.4 | 11.9 | 11.3 |
| TVS SUPPLY CHAIN SOL L | 5,770 | 89.5 | 2.80 | 7.0 | 5.7 | 4.8 | — | 7.2 |
| VRL LOGISTICS LIMITED | 5,044 | 18.9 | 4.41 | — | 20.7 | 14.5 | — | 21.9 |
| Afcom Holdings Limited | 4,284 | 22.2 | 9.38 | — | 26.7 | 20.2 | — | 41.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 14.4 | 15.7 | 24 of 54 | 57% |
| P/B | 2.5 | 1.6 | 29 of 40 | 28% |
| ROCE | 14.4 | 6.8 | 10 of 56 | 84% |
| ROE | 17.6 | 5.7 | 4 of 42 | 93% |
| Debt / Equity | 0.1 | 0.2 | 13 of 42 | 71% |
| EBITDA margin | 11.3 | 8.7 | 18 of 43 | 60% |
| Revenue growth | 9.6 | 9.5 | 21 of 42 | 51% |
| Profit growth | (0.6) | 22.5 | 24 of 35 | 32% |
| Market cap | 6587 | 123 | 5 of 56 | 93% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
