Tara Chand Infralogistic Solutions Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 2 Jun 2026 | Commercial Services & Supplies | Market Cap: ₹377 Cr
The company targets annual growth of 20% to 25% in overall revenue over the next 3 years. The company targets a **20% to 25% annual growth** over the next 3 years.
From Tara Chand Infralogistic Solutions Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹48
Market Cap
₹377 Cr
P/E Ratio
16.3
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Compare Tara Chand Infralogistic Solutions Ltd against every Commercial Services & Supplies company this quarter on revenue, margins and earnings-call signals.
Tara Chand Infralogistic Solutions Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹90 Cr, net profit ₹9 Cr.
Full financials →📊 Revenue & Sales Performance
- →The company targets annual growth of 20% to 25% in overall revenue over the next 3 years.
- →Stand-alone equipment rentals are expected to grow by 25% to 30%, supported by planned capex of INR 80-100 crores in FY '27.
- →Specialized project services revenue is projected to increase from INR 38 crores in FY '26 to over INR 50 crores in FY '27.
- →Warehousing and transportation segment is expected to grow around 15% in FY '27.
- →Growth will be driven primarily by equipment rentals and specialized services, especially with increased demand in renewable energy, cement, metals, and power sectors.
- →The order book executable in FY '27 is INR 2,117 million, with 64% from equipment hiring/projects and 37% from warehousing and transportation.
- →The company emphasizes quality growth, aiming to sustain EBITDA margins around 37%-38% while managing debt below a 1:1 debt-to-equity ratio.
📈 Profitability & Margins
- →The company targets a **20% to 25% annual growth** over the next 3 years.
- →Stand-alone equipment rental is expected to grow by **25% to 30%**, supported by planned capex of INR 80-100 crores in FY27.
- →Specialized services revenue is projected to exceed **INR 50 crores in FY27**, up from INR 38 crores in FY26.
- →EBITDA margins are expected to be sustained in the **37% to 38% band** overall, with stand-alone equipment rental EBITDA margins around **62%**.
- →Profit after tax (PAT) growth is seen improving with cash PAT having grown **27% in FY26** despite capex-related depreciation and finance costs.
- →EPS for FY27 is expected to grow in line with PAT and margin improvement, continuing the upward trajectory from INR 3.53 in FY26.
- →Sustained focus on quality growth over scale should help maintain profitability and margin expansion.
🏗️ Capital Expenditure Plans
- →Target capex for FY '27 is INR 70 to 100 crores, focusing on higher capacity machines.
- →Capex investments prioritize fungible equipment usable across sectors, with current focus on renewable energy as probable end users.
- →Overall, capex deployment is aligned with client demand and order book visibility across sectors.
- →Past capex of INR 290 crores was deployed over FY '25 and FY '26 combined.
- →Discussions ongoing on the Tarachand Metallix venture, with no capital allocation planned for FY '27; operational activities expected in second half of FY '28.
- →Management is evaluating capital allocation carefully, balancing growth in core equipment rental business and potential new ventures.
💰 Fundraising & Capital Structure
- →There is no explicit mention of any new fundraising through debt or equity planned in the near future for Tara Chand Infralogistic Solutions Limited in the provided transcript.
- →The company emphasizes maintaining a disciplined balance sheet with a target to keep the net debt-to-equity ratio below 1.
- →Capex for FY '27 is planned between INR 70 to 100 crores and will be aligned with order book and visibility; debt is expected to correspond with this capex.
- →The management stated the cost of funds is about 8% to 8.2%, with no specific plans to raise new funds but maintaining aggressive cost management.
- →Discussions about new ventures (e.g., Tarachand Metallix) are ongoing, with operational plans expected to solidify in coming quarters but no clear financing details revealed yet.
📋 Order Book & Pipeline
- →The order book executable in FY '27 stands at INR 211.7 crores (INR2,117 million).
- →Of this, approximately 64% comes from equipment hiring and projects.
- →About 37% of the order book is from warehousing and transportation.
- →Within equipment rental and projects, approximately INR 23 crores is from specialized services.
- →There has been a deferment of an INR 10 crores specialized services order from Q4 FY '26 to H1 FY '27.
- →Demand visibility across all key sectors remains strong, giving confidence in achieving growth targets.
- →Discussions around the Metallix venture and related investments are ongoing, with operational plans expected in the next 2-3 quarters.
Key Metrics
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Frequently Asked Questions
What were Tara Chand Infralogistic Solutions Ltd Q4 FY26 results?
The company targets annual growth of 20% to 25% in overall revenue over the next 3 years. The company targets a **20% to 25% annual growth** over the next 3 years.
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?
Target capex for FY '27 is INR 70 to 100 crores, focusing on higher capacity machines.
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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.