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TARC Limited — PPTs, 29-05-2025: Investor Presentation
1. Financial Highlights:
TARC reported record sales of ₹3,722 Cr for FY25, up over 7x from ₹520 Cr in FY23, driven by strong demand and firm market positioning. Q4 sales reached ₹1,235 Cr, with collections of ₹484 Cr for FY25 reflecting improving cash flows and discipline in execution. The ongoing developments are expected to generate ~₹7,700 Cr in revenue over the next four years, with an estimated net operating unrealized cash flow of ~₹4,000 Cr. Revenues and profits from the near-completion TARC Tripundra project are expected to begin in FY26.
2. Strategic Initiatives & Growth Drivers:
Focus remains on luxury residential projects in Delhi and Gurugram, supported by strategic land acquisitions in prime locations. New launches worth over ₹10,000 Cr are planned, along with strong emphasis on timely project delivery and capital discipline aiming for cash flow positivity within two years. Investments in technology and sales automation are underway to boost customer engagement and improve lead conversion.
3. Business Developments:
Completed phases of TARC Kailasa and Ishva have shown strong sales momentum. The Tripundra project is nearing delivery. The company continues to refine designs for new projects on existing land parcels and integrates ESG principles, with IGBC Platinum Pre-certification for Ishva and Gold Pre-certification for Tripundra.
4. Market Position & Competitive Advantage:
TARC holds a leadership position in the Delhi NCR luxury housing market with a unique design approach combining Indian heritage and modern aesthetics. It benefits from strong gross margins, an expanding project pipeline, and rising brand recognition supported by industry awards and international accolades.
5. Investor Implications:
Robust sales growth, an expanding land bank, and focused execution point to positive growth potential in luxury residential real estate. Key risks to watch include delivery schedules and cash flow conversion, which will be pivotal for sustaining long-term value creation.