Transport Corporation of India Limited — Investor Meet, 07-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TCI posted a 9% consolidated revenue growth in Q1 FY27, marking its 24th consecutive growth quarter. Consolidated EBITDA saw a ~5% rise, though standalone PAT was slightly negative due to lower JV dividends. The company maintains a 10-12% top-line growth outlook for freight and 12-15% for supply chain, anticipating H2 momentum from new contracts and fleet additions. Q1 Capex was INR 167 Cr, part of the INR 500-600 Cr FY27 plan, including new Seaways ships. Management is cautiously optimistic, navigating volatile bunker prices and geopolitical uncertainties, with festival season restocking expected to drive demand.