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Earnings Call

Tejas Cargo India Earnings Call: Key Takeaways

Tejas Cargo reported FY26 total income of ₹636.5cr (up 25.2% YoY) and PAT of ₹20.90cr (up 9.4%). Strategy shifts toward EV deployment, mining logistics, and reducing top-10 client concentration.

Highlights
Revenue growth25.2% YoY in FY26; 20%+ targeted for FY27.
MarginsEBITDA margins moderated to 18.4% due to hiring/toll costs.
Order book5-year bauxite mining contract (₹35-40cr); new order from Dalmia Cements.
Demand visibilityStrong visibility from capital goods and emerging mining sectors.
Management confidenceHigh; entering FY27 with strong momentum and order book.

Growth

Revenue grew 25.2% to ₹636.5cr; EBITDA rose 13% to ₹117cr; PAT increased 9.4% to ₹20.90cr.

Outlook

FY27 revenue growth targeted at 20%+ driven by mining, fly-ash, and new EV contracts with corporates.

Risks

Higher market hiring costs, rising toll/insurance expenses, and fuel price volatility impacting EBITDA margins (18.4%).

Source

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

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Tejas Cargo India Ltd: key numbers

Share price
₹419.00
Market cap
₹1,001 Cr
Revenue (annual)
₹628.7 Cr
Net profit (annual)
₹20.93 Cr
P/E (TTM)
47.8×Sector 29.0×
Promoter holding
74.71%
FII holding
12.13%Current quarter

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

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