Tara Chand Infralogistic Solutions Limited · NSE:TARACHAND
Tara Chand Infralogistic Solutions — Q3 FY26 Earnings Presentation
29 slides from Tara Chand Infralogistic Solutions's earnings presentation, Jan 29, 2026
Slide 1: Regulation 30 intimation to NSE
Date: 29.01.2026 To, The Secretary, National Stock Exchange of India Ltd. Exchange Plaza, 5th Floor Plot No- ‘C’ Block, G Block Bandra- Kurla Complex, Bandra (E), Mumbai-400051 SYMBOL: TARACHAND Sub: Intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulat
Slide 2: Investor Presentation Q3 & 9MFY26
INVESTOR PRESENTATION Q3 & 9MFY26
Slide 3: Disclaimer
Disclaimer This presentation or any other documentation or information (or any part thereof) delivered or supplied should not be deemed to constitute a prospectus or placement memorandum or an offer to acquire any securities. No representation or warranty, express or implied, is made as to, and no r
Slide 4: Table of Content
Table of Content Q3 & 9MFY26 Highlights 1 Company Overview 2 Historical Financials 3 Investor Presentation 3
Slide 5: Q3 & 9MFY26 Highlights
oer Q3 & IMFY26 Ny Highlights
Slide 6: From the Desk of Chairman
From the Desk of Chairman Dear Esteemed Stakeholders, It gives me great pleasure to present the Q3FY26 performance highlights of Tara Chand InfraLogistic Solutions Ltd. Building on the strong momentum of the first half, we continued to deliver steady growth in Q3 with significant EBIDTA margin expan
Slide 7: Robust Financial Performance - Highest Ever Q3 Revenue
Robust Financial Performance - Highest Ever Q3 Revenue Total Income (₹ Mn) EBITDA (₹ Mn) & Margin (%) PAT (₹ Mn) & Margin (%) Cash PAT* (₹ Mn) 8% YoY 15% YoY 32% 37% 34% 38% 8% 8% 10% 10% 22% YoY 30% YoY 1,981 752 1,719 612 585 192 473 170 642 693 257 210 208 52 52 172 Q3FY25 Q3FY26 9MFY25 9
Slide 8: Segment-wise Revenue Highlights
Segment-wise Revenue Highlights Segment-wise Revenue Mix (%) Equipment Hiring & Projects Warehousing & Transportation Steel Processing & Distribution 9MFY26 Revenue (₹ Mn) and EBITDA Margin (%) 44% 52% 49% 55% 15% 16% 15% 16% 0% 0% 4% 2% 1% 1,127 41% 918 ₹1,953 Mn 800 88 58% 656 396 432 247 233 21 2
Slide 9: Strategic Capital Investments Powering Scalable Growth
Strategic Capital Investments Powering Scalable Growth… Capex (₹ Mn) Total Fleet Size (nos) Sr No Equipment Type Capacity Qty 1 All Terrain Crane 900 MT 1 35 403 56 2 Crawler Crane 800 MT 2 1,450 50 12 1,213 250 3 Truck Mounted Crane 160 MT 6 691 485 4 Truck Mounted Crane 110 MT 9 161 5 Truck Mounte
Slide 10: Backed by Healthy and Growing Order Book
…Backed by Healthy and Growing Order Book Healthy Order Book of ₹969 Mn, Executable within FY26 Snapshot of Recent Order Wins 32% ₹81.51 CR ₹24.14 CR (SAIL) (JSW Energy) 969 34% Consignment and Handling Agent WTG Erection for Wind Project 733 66% ₹14.04 CR ₹27.65 CR (JK Cement) (RINL) Jan'25 Jan'26
Slide 11: Profitability Sustained through Lean and Efficient Operations
Profitability Sustained through Lean and Efficient Operations PAT (₹ Mn) & Margin (%) Receivable Days (Net of GST) Net Cashflow from Operations (₹ Mn) 10% 10% 10% 562 9% 150 7% 462 440 118 424 2% 249 192 98 350 170 92 75 79 270 161 24 94 FY22 FY23 FY24 FY25 9MFY25 9MFY26 FY22 FY23 FY24 FY25 9MFY25 9
Slide 12: Profit and Loss Highlights
Profit and Loss Highlights Particulars (₹ Mn) Q3FY26 Q3FY25 YoY % 9MFY26 9MFY25 YoY % Revenue from Operations 686 644 7% 1953 1662 18% Other Income 7 -1 28 58 Total Income 693 642 8% 1981 1719 15% Manpower Cost 104 78 262 216 Repair & Maintenance 40 53 136 142 Power & Fuel 50 63 182 127 Transportati
Slide 13: Growth Strategy and Revenue Guidance for FY26
Growth Strategy and Revenue Guidance for FY26 Fleet Expansion Focus on acquisition of large-tonnage cranes and higher-capacity piling rigs and aerial platforms. Capex of ₹121.3 crore already executed, surpassing the original FY26 plan of ₹100 crore. Strategic Expansion Incorporated Tarachand Metalli
Slide 14: Strategic Expansion: Incorporation of Wholly Owned Subsidiary
Strategic Expansion: Incorporation of Wholly Owned Subsidiary STRATEGIC EXPANSION – TARACHAND METALLIX LIMITED 100% Wholly Owned Subsidiary | Incorporated Jan 06, 2026 WHAT WE ARE BUILDING? INVESTMENT SNAPSHOT WHY IT MATTERS? Metal Processing & Manufacturing Platform Initial Capital - ₹25 Lakhs Driv
Slide 15: Company Overview
Overview Company SH
Slide 16: ~40 Years of Journey to becoming a Trusted Leader in the Industry
~40 Years of Journey to becoming a Trusted Leader in the Industry Constructed the Acquired India's first first-ever working and tallest (68 meters) Highest ever cast-in-situ pile for Aerial Working Platform (Boomlift / Revenue & Expanded its the Mumbai- Ahmedabad Bullet Manlift). Profitability with
Slide 17: One of India's Leading Players in Infra-Logistic Solutions
Tara Chand - One of India’s Leading Players in Infra-Logistic Solutions Serving India’s Infrastructural and Industrial needs through Warehousing, Transportation, Equipment Rental and Turnkey Infra-Project Execution Warehousing & Equipment Rentals & Steel Processing Logistics Infrastructure Works & D
Slide 18: Integrated Asset Lifecycle Management
Integrated Asset Lifecycle Management Equipment Multi Sector Equipment Utilization Operational Management Execution Expertise & Churn Metrics Strengths Procurement • Rural & Urban Infra Engagement Rate • Pan-India Reach with • Import our equipment ~83% fleet utilization regional deployment hubs inve
Slide 19: Extensive, High-Quality Fleet of 403 Machines
Extensive, High-Quality Fleet of 403 Machines, catering to Varied Sectors 128 22 106 25 56 Large Cranes Piling & Trailers Aerial Platforms Pick n Carry Cranes 50-900 MT Earthwork 30-55MT 38 - 68mtrs 12 - 20MT 10 3 25 5 23 Rubber Tyre Gantries EOT & Gantries Steel Processing Concrete Equipment Miscel
Slide 20: Pan India Network
Pan India Network Head Office Chandigarh Corporate Office Head Office Navi Mumbai Chandigarh 4 Branch Offices Nagpur, Visakhapatnam, Bangalore & Jamnagar Site Offices/Depots Jammu, Surat, Nagpur, Jamnagar, Bangalore, Jajpur, Raipur, Patna Corporate Office Navi Mumbai Operations in 21 States/UTs J&K,
Slide 21: Servicing Marquee Clients across States
Servicing Marquee Clients across States Investor Presentation 20
Slide 22: Well-Experienced Management & Board of Directors
Well-Experienced Management & Board of Directors Vinay Kumar Ajay Kumar Himanshu Aggarwal Neelam P Kasni Suresh Kumar Thapar Chairman & Managing Director Whole Time Director Whole Time Director & CFO Non-executive Non-executive Independent Director Independent Director • Company's Promoter and has •
Slide 23: Historical Financials
Vj Historical eS Financials
Slide 24: Segment-wise Historical Performance
Segment-wise Historical Performance Equipment Hiring & Projects Warehousing & Transportation Steel Processing & Distribution 92% CAGR 121% CAGR -2% CAGR Revenue (₹ Mn) 1,377 142 138 974 125 128 826 717 756 618 651 440 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 EBITDA Margin (%
Slide 25: Historical Profit and Loss
Historical Profit and Loss Particulars (₹ Mn) FY22 FY23 FY24 FY25 CAGR (FY22-FY25) Revenue from Operations 1,282 1,411 1,720 2,478 25% Other Income 22 35 28 62 Total Income 1,303 1,446 1,749 2,540 25% Manpower Cost 227 209 238 297 Repair & Maintenance 99 113 117 194 Power & Fuel 101 107 164 222 Tran
Slide 26: Historical Balance Sheet
Historical Balance Sheet Liabilities (₹ Mn) Mar-22 Mar-23 Mar-24 Mar-25 Sept-25 Assets (₹ Mn) Mar-22 Mar-23 Mar-24 Mar-25 Sept-25 Share Capital 137 137 152 158 158 Fixed Assets incl. CWIP 1,236 1,438 1,804 2,720 3,280 Reserves 437 585 797 1,056 1,197 Other financial Assets 37 70 135 232 62 Sharehold
Slide 27: Historical Cash Flow
Historical Cash Flow Particulars (₹ Mn) Mar-22 Mar-23 Mar-24 Mar-25 Sept-25 Cash Flow From Operating Activity Profit/(Loss) Before Tax 32 127 217 332 186 Depreciation/ Amortization 232 225 294 437 263 Loss/ (Profit) On Sale Of Fixed Assets -17 -30 -13 -49 -9 Provision For Deferred Tax & Gratuity -4
Slide 28: On-Site Visuals
On-Site Visuals Investor Presentation 27
Slide 29: Tara Chand Infralogistic Solutions Ltd / Stellar IR Advisors
CS Shefali Singhal cs@tarachandindia.in Tara Chand Infralogistic Solutions Ltd Corporate Office : Site 6, Sector 10E, Kharghar-Taloja Link Rd, CIN No.: L63090CH2012PLC033556 Roadpali, Kalamboli, Navi Mumbai 410 218 Head Office : 342, Industrial Area, Phase 1, Chandigarh 160002 Ms. Pooja Sharma | Mr.
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