Transport Corporation of India Limited (TCI) has released its Investor Presentation for the 3rd quarter and nine months ended December 31, 2025. The company showcases its integrated strengths across its Freight, Supply Chain, and Seaways divisions, highlighting 67 years of industry leadership and a consolidated revenue of over $550 million. TCI's Freight Division reported revenues of ₹4,311 million for Q3 FY26, a slight decrease of 1% from ₹4,349 million in Q3 FY25, with EBDITA at ₹110 million and EBIT at ₹92 million. For the nine months ended December 31, 2025, revenues were ₹12,675 million, down 1% from ₹12,788 million in the same period last year, with EBDITA at ₹363 million and EBIT at ₹317 million. The division's performance was impacted by softness in infrastructure and capital goods sectors, offset by consumer-facing businesses and the slump sale of its chemical business. The Supply Chain Division demonstrated strong growth, with revenues increasing by 15% to ₹4,744 million in Q3 FY26 from ₹4,115 million in Q3 FY25. For the nine months, revenues grew 15% to ₹13,923 million from ₹12,143 million. EBDITA for the division was ₹437 million in Q3 FY26 and ₹1,307 million for the nine months. This growth was driven by new contract additions, expansion, and stable demand across various segments, including warehousing and multimodal services. TCI Seaways Division also showed robust performance, with revenues rising 9% to ₹1,598 million in Q3 FY26 from ₹1,472 million in Q3 FY25. For the nine months, revenues increased by 1% to ₹4,422 million from ₹4,365 million. EBDITA for the division surged 26% to ₹783 million in Q3 FY26 and 16% to ₹2,067 million for the nine months, benefiting from favorable fuel prices and benign freight rates. Financially, on a consolidated basis, TCI reported revenues of ₹33,651 million for 9M FY26, a 8.7% increase from ₹30,789 million in 9M FY25. EBDITA grew by 12.1% to ₹1,539 million from ₹1,372 million, and PAT increased by 10.2% to ₹334 million from ₹303 million. The company maintained resilience with 22 consecutive quarters of YoY revenue and profit growth, strong liquidity with a surplus cash of ₹2,550 million, and continued investments in strategic assets totaling ₹2,700 million. The company anticipates steady and range-bound growth, with a revenue and profit outlook of 10-12%, supported by its diversified exposure across sectors and ongoing policy initiatives. TCI also highlighted its commitment to environmental sustainability, social initiatives, and robust governance.
