ALFA Finder| Management target | Revenue 25.0% next 3 years |
|---|
| Revenue growth | 11% YoY in Q1FY27 |
|---|---|
| Margins | Near-halving in specialized services this quarter |
| Order book | ₹204.82 crore as of July |
| Demand visibility | Strong sectors like renewable and power |
| Management confidence | High 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)
Investor Presentation filed with NSE, NSE: TARACHAND. Summary written with AI assistance from the document.
Tara Chand InfraLogistic Solutions Ltd: key numbers
- Share price
- ₹47.35
- Market cap
- ₹373.2 Cr
- Revenue (annual)
- ₹284.9 Cr
- Net profit (annual)
- ₹27.87 Cr
- P/E (TTM)
- 15.2×Sector 46.8×
- Promoter holding
- 71.73%+0.09% QoQ
- FII holding
- 0.16%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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