Transindia Real Estate Limited — Investor Meet, 22-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Transindia Real Estate reported consolidated revenue of INR83 Cr and EBITDA of INR36 Cr in FY25, down from INR97 Cr and INR54 Cr in FY24. Profit from continuing operations dropped to INR53 Cr from INR244 Cr. The company is now debt-free with cash of INR165 Cr, and rental income stayed stable despite tenant changes. Capex of ~INR1,000 Cr is planned over two years from Q3 FY26, focusing on logistics parks and freight terminals with expected incremental rental income of INR70-80 Cr. Management is diversifying into industrial townships and residential plots to maximize land value. Logistics park margins remain strong but fluctuate due to new project costs. Overall, confidence is high on growth backed by land acquisitions and a solid pipeline.