Transport Corporation of India Limited — PPTs, 05-02-2026: Investor Presentation

**Business Performance:** TCI reported its 22nd consecutive quarter of YoY revenue & profit growth. Consolidated Q3 revenue rose 9.3% to **₹1,260.9 Cr** and 9M revenue to **₹3,425 Cr** (+6.6%). PAT increased 7.2% to **₹170 Cr** (Q3) and 11.7% to **₹475.9 Cr** (9M). Supply Chain was a highlight, growing 15% (Q3 & 9M) from new contracts, offsetting flat Freight revenue.

**Growth Drivers or Strategy:** TCI's "Everything Logistics" strategy integrates multimodal solutions with technology, leveraging government policies and rising demand in high-growth sectors like automotive, FMCG, and chemicals.

**Recent Developments:** TCI invests **~₹270 Cr** in strategic assets for FY26, backed by a **₹255 Cr** cash surplus. ESG efforts include saving 140K tonnes of CO2 and generating 11.5 Mn green energy units.

**Key Financial Metrics:** 9M FY26 highlights: Return on Capital Employed (ROCE) at 24.0%, and Return on Net Worth (RONW) at 21.1%.

**Management Commentary / Outlook:** Management is optimistic, projecting 10-12% revenue and profit growth, driven by economic activities and policy support.