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Investor Presentation

Tara Chand InfraLogistic Solutions Investor Presentation: Key Takeaways

Tara Chand Infralogistics reported Q1 FY27 revenue growth of 11% YoY to ₹676 Mn, while PAT dropped 74% to ₹17 Mn due to specialized services margin compression and one-time revenue write-offs.

Guidance and delivery
Management target Revenue 25.0% next 3 years
Highlights
Revenue growth11% YoY in Q1FY27
MarginsNear-halving in specialized services this quarter
Order book₹204.82 crore as of July
Demand visibilityStrong sectors like renewable and power
Management confidenceHigh for H2 recovery

Growth

Revenue up 11% YoY; Equipment Hiring grew 55% YoY. EBITDA declined 9% to ₹210 Mn.

Outlook

Targeting 20-25% annual revenue growth; planned FY27 capex of ₹80-100 Cr; order book ₹204.82 Cr.

Risks

Specialized services margins halved; ₹19 Mn revenue write-off; warehousing business slowdown; client-led project scope changes.

Last quarter's promises, checked

Delivered

  • Guided 37-38% EBITDA margin → delivered 37.05% (= BEAT)
  • Guided net debt-to-equity below 1.0x → delivered 0.9x (= BEAT)
  • Guided FY26 capex ~₹145 Cr → delivered ₹143.4 Cr (= BEAT)

Partly delivered

  • Guided FY26 revenue growth 15%+ → delivered 13% (= PARTIAL)
  • Guided 18-20% specialized services margin → delivered 18% (= PARTIAL)

Missed

  • Guided Q4 revenue ₹100 Cr+ → delivered ₹89.5 Cr (= MISS)
  • Guided receivable days ~80 → delivered 93 days (= MISS)
  • Guided Steel Processing revenue growth → delivered -34% YoY (= MISS)
Source

Investor Presentation 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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