| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 27% YoY growth in operations, strong recovery from Q1 disruption. |
|---|---|
| Margins | EBITDA margins stabilizing at 35% after Q1 specialized service project losses. |
| Order book | Order book stands at ₹163.7 Cr executable within FY27. |
| Demand visibility | Strong visibility in power, renewables, and steel sectors for H2. |
| Management confidence | Confident in H2 seasonality but cautious on maintaining peak historical margins. |
Growth
Revenue grew 27% YoY to ₹83.11 Cr; record quarterly PAT of ₹9.05 Cr despite H1 EBITDA margin dropping 400bps.
Outlook
Management guides lower end of 20-25% revenue growth and 35% EBITDA margin for FY27.
Risks
High receivable days (~100) and net debt-to-equity hitting internal ceiling of 1.0x due to heavy front-loaded capex.
Last quarter's promises, checked
Delivered
- Guided Q2 better than Q1 (₹67.6 Cr) → delivered Q2 revenue ₹83.11 Cr (= BEAT)
Partly delivered
- Guided 20–25% FY27 revenue growth → delivered Q2 +27% YoY, FY guide narrowed to 20% (= PARTIAL)
- Guided net debt/equity inside 1.0x ceiling → delivered 1.0x (= PARTIAL)
Missed
- Guided 37–38% EBITDA margin band → delivered 35% (= MISS)
- Guided receivable days below 80 by year-end → delivered ~100 days (= MISS)
- Guided ₹80–100 Cr FY27 capex → delivered ₹106.6 Cr in H1 alone (= MISS)
Earnings Call Transcript filed with NSE, NSE: TARACHAND. Summary written with AI assistance from the document.
Tara Chand InfraLogistic Solutions Ltd: key numbers
- Share price
- ₹46.04
- Market cap
- ₹362.9 Cr
- Revenue (annual)
- ₹284.9 Cr
- Net profit (annual)
- ₹27.87 Cr
- P/E (TTM)
- 14.8×Sector 45.1×
- Promoter holding
- 71.73%+0.09% QoQ
- FII holding
- 0.16%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tara Chand InfraLogistic Solutions Ltd
All →Tara Chand InfraLogistic Solutions Investor Presentation: Key Takeaways
Q2FY27 revenue ₹831 Mn (+27% YoY) and record quarterly PAT ₹91 Mn (+21%). H1 PAT fell 23% to ₹107 Mn on Q1 weakness; fleet-led growth in power and renewables, but margins compressed.
- Call
- Guides 20% growth
Tara Chand InfraLogistic Solutions Q2 FY27 Results: Net Profit ₹9.1 Cr, Up 21.3% YoY
Tara Chand InfraLogistic Solutions Ltd reported revenue from operations of ₹83.1 Cr (+26.5% YoY) and net profit of ₹9.1 Cr (+21.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹9.1 Cr · +21.3% YoY
Tara Chand InfraLogistic Solutions Bags ₹17.04 Cr Order from Adani Power Limited
Tara Chand InfraLogistic Solutions Limited secured a contract from Adani Power Limited worth ₹17.04 Crore for crane deployment, to be executed over 18 months.
- Value
- ₹17.04 Cr
- From
- Adani Power Limited
- Execution
- 18 months
Tara Chand InfraLogistic Solutions Bags ₹28.7 Cr Order from Bharat Heavy Electricals Limited
Tara Chand InfraLogistic Solutions Ltd secured a Rs.28.70 Crore contract from BHEL for crane deployment across Adani Power plants in India through FY29.
- Value
- ₹28.70 Cr
- From
- Bharat Heavy Electricals Limited
- Execution
- Q3 FY27 upto Q4 FY29
Tara Chand InfraLogistic Solutions Bags ₹45.73 Cr Order from Bharat Heavy Electrical Limited and Adani Power Limited
Tara Chand InfraLogistic Solutions Limited secured new crane hiring contracts from BHEL and Adani Power, valued at an aggregate of ₹45.73 Crore.
- Value
- ₹45.73 Cr
- From
- Bharat Heavy Electrical Limited (BHEL) and Adani Power Limited
- Execution
- Q3FY2026-2027 to FY2028-2029
Tara Chand InfraLogistic Solutions Board Meeting Date
Tara Chand InfraLogistic Solutions will hold a board meeting on 29 Oct 2026 to consider unaudited Q1 FY27 financial results. The trading window remains closed through 31 Oct 2026.