Arthneeti
All Q4 FY26 results →
TC

Tejas Cargo India Ltd

Q4 FY26Transport Services

Tejas Cargo India Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹402
Market cap₹834 Cr
P/E40.0
Updated23 Aug 2026
Read4 min read

The short version

FY27 revenue growth expected to be in line with FY26, with potential improvement over 20% if new contracts in fly ash, mining, and EV deployment materialize. FY27 is expected to be a strong year with significant growth in electric vehicle (EV) deployments and entry into the mining sector, alongside focus on core business.

From Tejas Cargo India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY27 revenue growth expected to be in line with FY26, with potential improvement over 20% if new contracts in fly ash, mining, and EV deployment materialize.
  • New verticals like mining, fly ash transportation, and coal projected to contribute 10-12% of total revenue in FY27 (up from 5.5% in FY26).
  • Significant growth anticipated in EV fleet deployment driven by corporate clients aiming for net-zero emissions.
  • Longer-term contracts (e.g., 8-year contracts with companies like Dalmia Cements) provide revenue visibility.
  • Overall revenue diversification improving with reduced dependency on top 10 clients (73% in FY26 from 84% in FY24).

2 more points from Tejas Cargo India Ltd's call on revenue

Create a free account to keep reading this call

Profitability & Margins

See what Tejas Cargo India Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Tejas Cargo plans continued capital expenditure in FY27 similar to FY26 levels.
  • Capex will focus on fleet expansion, including both electric vehicles (EVs) and internal combustion engine (ICE) trucks.
  • Investments in EVs come with longer-term contracts ensuring revenue visibility.
  • Funding for capex will be from internal accruals and bank debt.
  • The company is negotiating with corporates for longer-term EV contracts to ensure positive profitability.
  • Increasing deployment of EV vehicles is a strategic priority to meet net-zero emission goals.

2 more points from Tejas Cargo India Ltd's call on capex

Create a free account to keep reading this call

Top-ranked in Transport Services

Ranked on what management guided this quarter

Guidance-ranked
1Ritco Logistics Ltd
Rev 1Mar 2
2Shadowfax Technologies Ltd
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Tejas Cargo India Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • The company entered FY27 with a strong order book across corporate clients.
  • There is significant momentum expected for FY27 in terms of growth and EV deployment.
  • Negotiations are ongoing with corporates for longer-term contracts, especially for electric vehicles.
  • Recently secured an order from Dalmia Cements for deploying 10 EV vehicles on an 8-year contract.
  • Engagements with mining and cement sectors for contracts related to EV deployment and logistics.
  • Active participation in mining tenders from Coal India and state governments like Odisha and Jharkhand.
  • Focus on entering mining space alongside existing strong logistics segments.

2 more points from Tejas Cargo India Ltd's call on order book

Create a free account to keep reading this call

Continue your research

What Tejas Cargo's management said in earlier quarters

🔎 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 →

Arthneeti Pro · Annual

Tejas Cargo India Ltd and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were Tejas Cargo India Ltd Q4 FY26 results?

FY27 revenue growth expected to be in line with FY26, with potential improvement over 20% if new contracts in fly ash, mining, and EV deployment materialize. FY27 is expected to be a strong year with significant growth in electric vehicle (EV) deployments and entry into the mining sector, alongside focus on core business.

What is Tejas Cargo India Ltd share price analysis?

Tejas Cargo India Ltd currently shows a neutral. The stock trades at a P/E of 40.0 with a market cap of ₹834 Cr. Investors should review the full earnings analysis for detailed insights.

Is Tejas Cargo India Ltd planning capital expenditure?

Tejas Cargo plans continued capital expenditure in FY27 similar to FY26 levels.

Keep Tejas Cargo India 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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.