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Earnings Call

Tara Chand InfraLogistic Solutions Earnings Call: Key Takeaways

Tara Chand reported record FY26 revenue of INR 2,848mn (up 14.9% YoY) and EBITDA margins expansion to 37.05%. Strategy focuses on high-capacity equipment rentals and specialized project services.

Why this was an Alfa AlertNot a filter event. Q4 revenue of INR 89.5cr missed management's own target of INR 100cr+ due to project delays.
Highlights
Revenue growth14.9% YoY for FY26; targeting 20-25% for FY27.
MarginsEBITDA margins expanded 400bps to 37.05%; targeting 37-38% band.
Order bookFY27 executable order book at INR 2,117 million.
Demand visibilityStrong in cement, renewable energy (up 3x share), and power sectors.
Management confidenceHigh; emphasizing quality of growth and margin sustainability.

Growth

FY26 Total Income grew 13% to INR 2,881mn; EBITDA rose 27% to INR 1,067mn; PAT up 12% to INR 278mn.

Outlook

Targeting 20-25% revenue growth for FY27; planned capex of INR 80-100cr; net debt-to-equity to remain below 1.

Risks

Foreign currency fluctuations affecting OEM equipment purchases and project execution timeline delays at client sites.

Source

Earnings Call filed with NSE, NSE: TARACHAND. Summary written with AI assistance from the document.

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Tara Chand InfraLogistic Solutions Ltd: key numbers

Share price
₹48.46
Market cap
₹382.0 Cr
Revenue (annual)
₹284.9 Cr
Net profit (annual)
₹27.87 Cr
P/E (TTM)
16.7×Sector 41.4×
Promoter holding
71.64%+0.00% QoQ
FII holding
0.12%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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