Transport Corporation of India Limited — Investor Meet, 05-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TCI reported robust Q3 FY26 consolidated financial results. Revenue grew 9.3% YoY to 1260.9 Cr, while EBDITA rose 13.5% to 115.8 Cr (9.2% margin). PAT saw a significant 36.6% jump to 161.5 Cr. For 9M FY26, revenue increased 8.6% to 3628.9 Cr, EBDITA by 11.8% to 336.5 Cr, and PAT by 55.8% to 475.9 Cr. Growth was driven by the Supply Chain (up 15% in 9M) and Seaways divisions (Q3 EBDITA up 26% from favorable fuel). The Freight division saw flattish performance due to infra/capital goods softness. Management anticipates 10-12% revenue and profit growth, supported by strategic investments and diversified operations, reflecting a positive outlook.