Tara Chand InfraLogistic Solutions Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tara Chand Infralogistic Solutions reported strong FY'26 results with income at INR 288.1 Cr and EBITDA at INR 106.7 Cr, expanding margins to 37.05%. PAT also grew. A Q4 revenue shortfall of INR 10 Cr, from project deferrals, is expected in FY'27.

The company invested INR 143.4 Cr in capex, significantly boosting its fleet. Equipment rental revenue grew robustly with 62% standalone EBITDA margins, notably in renewable energy. Warehousing & Transportation targets 15% FY'27 growth.

Management aims for 20-25% annual growth, maintaining 37-38% EBITDA margins, backed by INR 80-100 Cr capex. Elevated receivables are expected to normalize. The company is confident in its disciplined, specialized growth strategy.