TARC Limited — PPTs, 07-02-2026: Investor Presentation

Here's a concise summary of the investor presentation:

1. **Business Performance:**

TARC reported robust 9-month cashflows of ₹907 Cr, surpassing last year's total, with presales hitting ₹977 Cr. Focuses on luxury residential projects in Delhi-NCR, holding ~₹9,000 Cr Gross Development Value (GDV) under execution.

2. **Growth Drivers or Strategy:**

Strategy: "Differentiated Luxury Curated Residences" – high-margin, design-led projects, leveraging an owned land bank. TARC targets Net Debt Zero, projecting ~₹10,000 Cr cashflows over five years, prioritizing capital efficiency.

3. **Recent Developments:**

Recent updates: RERA approval for expanded TARC Ishva phase, boosting GDV potential by 33% to ₹3,600 Cr. TARC Kailasa's new experience center is operational, and Tripundra OC received.

4. **Key Financial Metrics:**

9-month revenue surged to ₹1.21 Cr, turning profitable at ₹0.17 Cr PAT, a reversal from prior losses. Q3 losses also reduced YoY, signaling initial project revenue.

5. **Management Commentary / Outlook:**

Management notes steady execution and cashflow visibility from healthy sales. Outlook: disciplined execution and strategic pipeline expansion for future growth.