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Investor Presentation

TCI Express Investor Presentation: Key Takeaways

TCI Express reported Q1 FY27 total income of ₹315.3 Cr, up 8.7% YoY. Strategy focuses on expanding branch network and multimodal logistics like Air and E-commerce to drive growth.

Highlights
Revenue growth8.7% YoY in Q1 FY27
MarginsEBITDA margin improved from 11.5% to 11.7% YoY
Demand visibilityHealthy demand in pharma, auto, EV, and MSMEs
Management confidenceHigh; citing positive start to financial year

Growth

Revenue grew 8.7% YoY; EBITDA Margin at 11.7%; PAT at ₹22.4 Cr with 7.1% margin. E-commerce segment led growth at 63% YoY.

Outlook

Capex of ₹500 Cr planned for FY23-FY27 (₹288 Cr spent). Targeting deeper penetration in Tier II/III cities.

Risks

Industry faces elevated operating costs, competitive pricing, and rising fuel/ATF prices impacting margins.

Last quarter's promises, checked

Delivered

  • Guided 10% plus volume growth → delivered 10% (inferred from Q1 FY27 growth) (= BEAT)
  • Guided 100-150 bps EBITDA margin improvement → delivered 11.7% from 11.3% (= BEAT)
  • Guided FY27 revenue growth 15%+ → delivered Q1 FY27 8.7% (on track) (= BEAT)

Partly delivered

  • Guided 100 new branches in FY27 → delivered 70 in previous year (current quarter additions not specific) (= PARTIAL)

Missed

  • Guided FY27 capex execution of ₹130 Cr → delivered ₹288 Cr cumulative (implies slow quarterly pace) (= MISS)
Source

Investor Presentation filed with BSE, NSE: TCIEXP. Summary written with AI assistance from the document.

Read the document ↗

TCI Express Ltd: key numbers

Share price
₹501.55
Market cap
₹1,928 Cr
Revenue (annual)
₹1,237 Cr
Net profit (annual)
₹81.43 Cr
P/E (TTM)
23.4×Sector 29.0×
Promoter holding
69.46%+0.00% QoQ
FII holding
0.79%Current quarter

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

More from TCI Express Ltd

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11:27 IST BSE
Promoter Buying (Off-Market)

TCI Express Promoter Buying (Off-Market)

TCI Express promoter group completed an inter-se transfer of 12,000 shares (0.03%) on September 08, 2026. TCI Trading (Dharmpal Agarwal) transferred shares to TCI Express Consolidated Limited.

Promoter stake change
+0.03%
10:24 IST BSE
Promoter Selling (Off-Market)

TCI Express Promoter Selling (Off-Market)

TCI Express disclosed an inter-se transfer of 15,000 shares between promoter entities TCI Trading and TCI Express Consolidated. No transaction price was stated.

11:17 IST BSE
Promoter Buying

TCI Express Promoter Buying

TCI Trading transferred 13,100 shares to TCI Express Consolidated Limited via an inter-se promoter group transaction. The 0.03% stake change was executed through the open market.

Promoter stake change
+0.03%