Tara Chand InfraLogistic Solutions Limited has released an investor presentation for the fourth quarter and full fiscal year 2026. The presentation, shared on May 7, 2026, details the company's financial performance and strategic initiatives. For FY26, the company reported its highest ever revenue and profitability. Revenue from operations grew by 14.9% to ₹285 crore, while EBITDA increased by 27% to ₹107 crore. Cash PAT also rose by 27% to ₹87 crore. The company's EBITDA margin expanded by approximately 400 basis points to 37.05%. Equipment Rentals now constitute 60% of the revenue, a significant increase from 56% previously, with renewable energy contributing 15% of equipment rental revenue. The company has invested about ₹290 crore in capital expenditure over FY25 and FY26, bringing its fleet's gross block to ₹558 crore. Looking ahead to FY27, Tara Chand InfraLogistic Solutions targets 20-25% revenue growth, an EBITDA margin in the 37-38% range, capital expenditure of ₹80-100 crore, and a Debt to Equity ratio within 1.0x. The company also incorporated Tarachand Metallix Limited during the year, with detailed plans to be shared in the coming quarters. Promoter group shareholding has strengthened to 71.64%. The company's strategic pillars for growth are SCALE (Fleet & Capex Expansion), SPECIALISE (High Tonnage Equipment Leadership), and SUSTAIN (Specialized Service Contracts). They aim for 20-25% annual revenue growth over the next three years, driven by a diversified revenue mix across high-growth sectors and a strong EBITDA margin profile with disciplined leverage.
