Tara Chand InfraLogistic Solutions Limited — PPTs, 07-05-2026: Investor Presentation

Tarachand Infralogistic Solutions delivered a record-breaking FY26. Revenue grew 14.9% to ₹284.8 Cr, with EBITDA up 27% to ₹106.7 Cr (37% margin) and Cash PAT rising 27% to ₹87 Cr. Equipment Rentals now contribute 60% of revenue, with renewable energy services tripling their share.

The company's strategy focuses on "SCALE, SPECIALISE, SUSTAIN," planning ₹80-100 Cr capex in FY27 to expand its high-tonnage equipment fleet and secure specialized service contracts. They recently incorporated Tarachand Metallix Limited, a new subsidiary, to diversify into metal processing and manufacturing, a key growth area. Significant capital of ₹290 Cr was deployed in FY25-26 for fleet expansion.

Management projects 20-25% revenue growth for FY27, maintaining 37-38% EBITDA margins, confident in realizing deferred Q4 revenue early in FY27. They have a strong ₹211.7 Cr order book for FY27. EPS for FY26 stood at ₹3.53.