Tara Chand Infralogistic Solutions Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book

Published 15 Jul 2026 | Commercial Services & Supplies | Market Cap: ₹377 Cr

The company targets overall revenue growth of 25% to 30% annually, continuing the strong 45% growth achieved in FY '25. The company targets a 25% to 30% revenue growth annually going forward while maintaining strong EBITDA and PAT margins (33% EBITDA, 9-10% PAT).

From Tara Chand Infralogistic Solutions Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Price

₹48

Market Cap

₹377 Cr

P/E Ratio

16.3

How does Tara Chand Infralogistic Solutions Ltd rank in Commercial Services & Supplies?

Compare Tara Chand Infralogistic Solutions Ltd against every Commercial Services & Supplies company this quarter on revenue, margins and earnings-call signals.

View Commercial Services & Supplies leaderboard →

Tara Chand Infralogistic Solutions Ltd — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹90 Cr, net profit ₹9 Cr.

Full financials →

📊 Revenue & Sales Performance

→The company targets overall revenue growth of 25% to 30% annually, continuing the strong 45% growth achieved in FY '25.
→Growth will come from existing segments, primarily Equipment Rentals, Warehousing, and Transportation.
→Within Equipment Rentals, renewal energy contributions are expected to increase from 5% last year to 15%-20% in the current year.
→Specialized service contracts, contributing INR31 crores last year, will continue to grow and contribute to revenue.
→The company plans capex of INR100 crores in FY '26 to support growth, with potential to increase if opportunities arise.
→Order book as of May 2025 is INR136.8 crores, executable in current FY, indicating good visibility into revenue.
→EBITDA and PAT margins of approximately 33% and 10% respectively are targeted to be maintained alongside growth.

📈 Profitability & Margins

→The company targets a 25% to 30% revenue growth annually going forward while maintaining strong EBITDA and PAT margins (33% EBITDA, 9-10% PAT).
→Despite aggressive growth, they aim to sustain or slightly improve EBITDA margins by selectively picking contracts with healthy profitability.
→Equipment rental segment is expected to maintain EBITDA margins around 60%-62%, supported by addition of larger tonnage cranes.
→Specialized service contracts are expanding and expected to contribute steadily, with attempts to improve their EBITDA margins closer to equipment rental levels.
→Renewable energy segment contribution within equipment rentals is targeted to rise from 5% to 15%-20% this year, supporting growth.
→Capex of INR100 crores is planned for FY '26 to expand capabilities, partly funded by internal accruals and manageable debt, which supports future earning capacity.
→Strong operating cash flow and reduced receivable days enhance financial health for sustained profit growth.

See what Tara Chand Infralogistic Solutions Ltd said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

→FY '25 capex: INR145 crores, adding 41 machines in equipment rental and 20 prime movers for warehousing.
→FY '26 planned capex: INR100 crores for equipment rental segment; INR24 crores already spent by May 2025.
→INR20 crores of FY '26 capex is a carryforward from last year.
→Capex is primarily funded through a mix of internal accruals, debt, and supplier credit.
→Company maintains a debt-to-equity ratio of about 0.9 while aggressively paying down debt.
→Opportunity-driven approach allowing for more aggressive capex if opportunities arise, backed by banking partners.
→Strategic focus on expanding renewable energy sector footprint, including acquisition of 7.5-acre land in Nagpur MIDC for specialized service contracts starting FY '27.

💰 Fundraising & Capital Structure

→The company plans a capex of INR 100 crores for the current financial year.
→Funding for capex is partly from internal accruals (about 25% upfront margin) and the balance through debt.
→The company also utilizes suppliers' credit, allowing debt recognition on books at a later time.
→The target is to maintain the current debt-to-equity ratio around 0.9.
→The company is aggressively paying off current debt while undertaking new acquisitions.
→If new opportunities arise requiring higher capex, the company has necessary avenues lined up with banking partners and may increase debt accordingly.
→No explicit mention was made of raising funds via equity in the disclosed discussions.

See what Tara Chand Infralogistic Solutions Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

→As of May 2025, the order book stands at INR136.8 crores, fully executable in the current financial year.
→The order book comprises 53% from the Warehousing segment and 47% from the Equipment Rental segment.
→Orders in Equipment Rentals typically have a 6-month duration, providing visibility up to June or September.
→New tenders and contracts continually add to the order book throughout the year.
→The order book fluctuates as new contracts are secured post investor calls, explaining differences between order book and actual revenue.
→Last year, order book visibility was around INR150 crores as of May 2024, reflecting normal order inflow and execution timing variability.
→Overall, order inflow and execution are robust, supporting the company's growth outlook.

Key Metrics

What Tara Chand Infra's management said in earlier quarters

Others in Commercial Services & Supplies this season

Updater Services (Q4 FY25)
Mix Impact on Margins**: BSS segment margins (2%-3% higher than IFM) growing from 34% to potentially 35%-40% in revenue share will further boost consolidated…
Dhruv Consultancy Services Ltd (Q4 FY25)
Total order book: INR 573+ crores (as of May 2025). Key concall takeaways from Dhruv Consultancy Services Ltd's Q4 FY25 earnings call — and how it ranks…
Chamunda Ele. (Q4 FY25)
The company plans a 20% growth in Operation & Maintenance (O&M) vertical and a 25%-30% growth in testing services. Key concall takeaways from Chamunda…
International Gemological Instit (Q4 FY25)
The company is experiencing rapid volume growth, with 26% growth at the group level and 22% at the India level in Q1. Key concall takeaways from International…

Compare:vs Redington Ltd vs Firstsour.Solu.vs eClerx Services Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Tara Chand Infralogistic Solutions Ltd Q4 FY25 results?

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?

FY '25 capex: INR145 crores, adding 41 machines in equipment rental and 20 prime movers for warehousing.

Keep Tara Chand Infralogistic Solutions Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.