ALFA Finder| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 11% YoY growth; adjusted 14% excluding one-time write-offs. |
|---|---|
| Margins | EBITDA margin fell to 30.7% from 37-38% mid-term band. |
| Order book | ₹204.82Cr as of July; 74% from equipment and specialized services. |
| Demand visibility | Strong shifts toward renewable energy and power sector deployments. |
| Management confidence | Measured optimism despite significant margin pressure in specialized services. |
Growth
Revenue grew 11% YoY; however, margins were hit by specialized services and steel handling underperformance.
Outlook
Order book of ₹204.82Cr supports FY27 revenue growth guidance of 20-25% and 37-38% EBITDA margins.
Risks
High receivable days at 97 and specific client-led project scope changes dragging down margins.
Last quarter's promises, checked
Delivered
- FY26 Revenue INR 2,848M → delivered INR 2,848M (= BEAT)
- FY26 EBITDA Margin ~37% → delivered 37.05% (= BEAT)
- FY26 Capex INR 1,434M → delivered INR 1,434M (= BEAT)
Partly delivered
- Specialized Services FY27 Growth 20-25% → Q1 revenue uptick but margins halved (= PARTIAL)
Missed
- Q4 Revenue Target >INR 100Cr → delivered INR 89.5Cr (= MISS)
- Receivable Days Target 80 → delivered 93 (= MISS)
- Q1 FY27 EBITDA Margin 37-38% → delivered 30.7% (= MISS)
Earnings Call Transcript 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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