Tara Chand Infralogistic Solutions Ltd
Tara Chand Infralogistic Solutions Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The Company has surpassed its targeted 30% year-on-year revenue growth for the current financial year and is confident of continuing this trend into Q4 FY25, traditionally their best quarter. The Company targets a 30% year-on-year revenue growth for FY26, confident of achieving or exceeding this based on current order book visibility and sector demand. - EBITDA margins are expected to be maintained in the 34%-35% range across segments. - Equipment rental segment EBITDA margin ranges between 53%-55%, considered steady state. - Profit after tax for 9 months ended December 2024 grew 73% YoY, with FY25 expected to show continued growth. - EPS for 9 months increased by 69% YoY, with Q3 FY25 EPS at Rs.
From Tara Chand Infralogistic Solutions Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The Company has surpassed its targeted 30% year-on-year revenue growth for the current financial year and is confident of continuing this trend into Q4 FY25, traditionally their best quarter.
- For FY26, the Company targets a 30% year-on-year revenue growth but notes clarity will be available towards the end of Q4 FY25.
- The order book for warehousing and transportation offers visibility up to 2027-28, supporting growth projections.
- Equipment rental contracts currently provide visibility for at least the first half of FY26.
- Growth drivers include ramp-up in key client operations like RINL, increased equipment utilization (currently 85%-89%), and strategic CAPEX expansion planned at Rs. 90 crores for FY26.
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Profitability & Margins
See what Tara Chand Infralogistic Solutions Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Completed CAPEX of Rs. 132.7 crores in the current financial year, highest in company history.
- Added 30 cranes, 5 aerial working platforms, and 20 prime movers with trailers, expanding total fleet to 362 machines.
- Planned CAPEX target was Rs. 160 crores: Rs. 100 crores this year and Rs. 60 crores next year.
- Due to demand, Rs. 130+ crores already spent this year; remaining Rs. 28-30 crores to overflow into next financial year.
- Additional CAPEX of Rs. 50-60 crores expected in FY26, with clarity by end of Q4 FY25.
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Top-ranked in Commercial Services & Supplies
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Current order book stands around Rs. 73 crores; however, sector-wise or segment-wise detailed bifurcation is not readily available.
- Contracts in the warehousing and transportation segment usually span 5-7 years, providing good visibility up to 2027-2028.
- Equipment rental contracts have visibility up to Q2 of the next financial year (FY26).
- The company has factored in this order book and planned CAPEX to target a 30% year-on-year growth for FY26.
- More clarity on the order book and guidance for FY26 is expected towards the end of Q4 FY25.
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Tara Chand Infralogistic Solutions Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹90 Cr, net profit ₹9 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Tara Chand Infra's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- Q1 FY26 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Tara Chand Infralogistic Solutions Ltd Q3 FY25 results?
The Company has surpassed its targeted 30% year-on-year revenue growth for the current financial year and is confident of continuing this trend into Q4 FY25, traditionally their best quarter. The Company targets a 30% year-on-year revenue growth for FY26, confident of achieving or exceeding this based on current order book visibility and sector demand. - EBITDA margins are expected to be maintained in the 34%-35% range across segments. - Equipment rental segment EBITDA margin ranges between 53%-55%, considered steady state. - Profit after tax for 9 months ended December 2024 grew 73% YoY, with FY25 expected to show continued growth. - EPS for 9 months increased by 69% YoY, with Q3 FY25 EPS at Rs.
What is Tara Chand Infralogistic Solutions Ltd share price analysis?
Tara Chand Infralogistic Solutions Ltd currently shows a neutral. The stock trades at a P/E of 16.3 with a market cap of ₹377 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tara Chand Infralogistic Solutions Ltd planning capital expenditure?
Completed CAPEX of Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.