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Earnings Call

Transport Corporation of India Earnings Call: Key Takeaways

TCI reported FY26 consolidated revenue of ₹49,650 Mn (+9.4% YoY) and PAT of ₹4,599 Mn (+10.5%). Growth driven by Supply Chain division becoming the largest business segment.

Why this was an Alfa AlertNot a filter event. Performance and guidance of 10-12% are in line with historical trends.
Highlights
Revenue growth9.4% YoY consolidated growth in FY26.
MarginsSteady margins in Supply Chain; Seaways EBIT margin improved to 41%.
Demand visibilityStrong underlying demand in Retail, Consumer, and E-commerce segments.
Management confidenceSteady growth expected despite challenging macro headwinds.

Growth

FY26 Consolidated Revenue up 9.4%, EBITDA up 8.8%, and PAT up 10.5% YoY.

Outlook

Management guides 10-12% revenue and profit growth. FY27 capex budget set at ₹6,000 Mn.

Risks

Fuel price hikes, Middle East crisis, and suboptimal monsoon impact on rural demand.

Source

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

Read the document ↗

Transport Corporation of India Ltd: key numbers

Share price
₹883.70
Market cap
₹6,790 Cr
Revenue (annual)
₹4,917 Cr
Net profit (annual)
₹456.2 Cr
P/E (TTM)
14.9×Sector 29.0×
Promoter holding
68.66%-0.07% QoQ
FII holding
3.04%Current quarter

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

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