Q4 2025 Tara Chand Infralogistic Solutions Ltd Earnings Call Transcript
Key Points
- Tara Chand Infralogistic Solutions Ltd (NSE:TARACHAND) achieved a record revenue of INR254 crores in FY25, marking a 45% year-on-year growth.
- The company maintained a healthy EBITDA margin of 33.1% and PAT margin of 9.8% for FY25.
- The Equipment Rental segment saw an 82% year-on-year increase in revenue, contributing significantly to the company's growth.
- The company completed its highest ever annual CapEx of INR145 crores, enhancing its equipment rental capabilities.
- The order book as of May 2025 stands at INR136.8 crores, providing strong visibility for future revenue.
- Other expenses rose by 47% quarter-on-quarter, outpacing the 27% increase in revenue, primarily due to specialized service contracts.
- The Steel Processing and Distribution segment experienced an 8% decline in annual revenue.
- The Warehousing and Transportation segment's EBITDA was impacted by a one-off issue at the Visakhapatnam Steel plant.
- The company faces challenges in maintaining its EBITDA margins due to aggressive growth targets.
- There is uncertainty regarding the full year depreciation impact due to the timing of CapEx execution.
Ladies and gentlemen, good day, and welcome to the Q4 and FY25 earnings conference call for Tara Chand Infralogistic Solutions Limited. (Operator Instructions)
I now hand the conference over to Mr. Ankit from Stellar Investor Relations. Thank you, and over to you, sir.
Thank you, Nodia. Good evening, everyone, and thank you for joining us today. We welcome you all to Tara Chand Infralogistic Solutions Limited Q4 and FY25 earnings conference call. To discuss this quarter's business performance, we have with us the senior management team represented by Mr. Himanshu Aggarwal, Whole-Time Director and Chief Financial Officer.
Before we proceed with this call, I would like to mention that some of the statements made in today's call may be forward-looking in nature and may involve risks and uncertainties. The company also undertakes no obligation to update any forward-looking statements to reflect developments that occur after the statement is made. Documents relating to the company's financial performance, including investor
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