Tara Chand InfraLogistic Solutions Limited — Investor Meet, 21-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tara Chand Infralogistic Solutions posted FY ’25 revenue of INR254 Cr (+45% YoY), EBITDA of INR84.1 Cr (33.1% margin), and PAT of INR24.86 Cr (9.8% margin). Q4 revenue rose 75% YoY to INR82.1 Cr with PAT up 25%. Equipment Rentals led growth with INR137.67 Cr revenue (+82%), strong 55% margins, and 87% utilization. Warehousing & Transportation grew 18% despite Q1 disruptions. Order book at INR136.8 Cr, split equally between segments. Completed INR145 Cr capex in FY ’25; INR100 Cr planned for FY ’26 focusing on equipment and renewables (targeting 15-20% revenue). Management aims for 25-30% annual growth, margin stability, and improving efficiency, supported by stable debt and cash flows. Tone is positive, highlighting market share gains and cautious renewable expansion.