| Management target | Revenue 12.5% FY27 |
|---|
| Revenue growth | 9% consolidated YoY growth; freight grew 10% on volume and value. |
|---|---|
| Margins | Freight margins improved; shipping margins flat/compressed due to fuel cost volatility. |
| Demand visibility | Strong auto sector demand; restocked inventory suggests improved second-half visibility. |
| Management confidence | Cautiously optimistic; defensive regarding shipping margin volatility and bunker price hikes. |
Growth
Revenue grew 9% YoY; growth is volume-led in Freight and Supply Chain, but value-impacted by fuel price pass-throughs.
Outlook
Management guides for 10-15% top-line growth for FY27 with two new ships arriving in Q3.
Risks
Shipping margins are sensitive to volatile bunker prices and geopolitical disruptions in the Middle East.
Earnings Call Transcript filed with NSE, NSE: TCI. Summary written with AI assistance from the document.
Transport Corporation of India Ltd: key numbers
- Share price
- ₹860.85
- Market cap
- ₹6,481 Cr
- Revenue (annual)
- ₹4,917 Cr
- Net profit (annual)
- ₹456.2 Cr
- P/E (TTM)
- 14.1×Sector 32.3×
- Promoter holding
- 70.08%+1.42% QoQ
- FII holding
- 2.80%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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