The event was a Q2 and H1 FY27 Earnings Conference Call held on October 30, 2026, at 03:00 PM IST.
The purpose was to discuss the company's quarterly and half-yearly business performance and provide strategic updates.
The meeting was held after the earnings announcement, as it discussed Q2 (July-September 2026) and H1 (April-September 2026) results.
Management participants included Mr. Himanshu Aggarwal, Whole-Time Director and Chief Financial Officer. The call was moderated by Mr. Manveer from Stellar Investor Relations.
The company confirmed that an investor presentation had been uploaded to the stock exchange and company website, and the transcript of the call would be made available on the company website (www.tarachandindia.in) as per SEBI LODR timelines.
The company included standard forward-looking statement disclaimers but did not include specific compliance language stating that no unpublished price sensitive information (UPSI) would be shared.
Financial Highlights & Guidance
Q2 FY27 Performance: Revenue from operations grew 27% YoY to ₹83.11 crore. PAT grew 21% YoY to ₹9.05 crore. EBITDA margin recovered 400 bps sequentially to 34.7%.
H1 FY27 Performance: Revenue from operations grew 19% YoY to ₹150.74 crore. PAT stood at ₹10.68 crore against ₹13.94 crore last year. EBITDA was ₹50.18 crore.
Segment Performance: Equipment Hiring & Projects contributed 72% of H1 revenue (₹108.43 crore, up 56% YoY) with a stand-alone rental EBITDA margin of 56%. Warehousing & Transportation contributed 28% of revenue and returned to profitability in Q2 with a segment EBITDA margin of 16%.
Capex & Fleet: The company invested ₹106.6 crore in H1 FY27 (exceeding full-year guidance of ₹80-100 crore), adding nine heavy cranes. The fleet stood at 436 machines with a gross block of ~₹662 crore.
Order Book: ₹163.7 crore executable within FY27 (74% from Equipment Hiring, 26% from Warehousing).
Guidance: The company expects to achieve the lower end of its 20-25% revenue growth target for FY27. Full-year EBITDA margin is expected to be around 35% (below the earlier 37-35% band).
Balance Sheet: Net worth stood at ₹158 crore. Net debt-to-equity reached 1:1. Average cost of borrowing was 6.26%. Receivable days were slightly above 100, with a target to reduce to 90 by year-end.
Additional Notes Section
The document includes the full transcript of the earnings conference call, including the management presentation and Q&A session with analysts.
Financial data was extensively disclosed in the transcript, including revenue, PAT, EBITDA, segment breakdowns, capex details, and guidance.
The intimation letter to the exchange was a regulatory compliance submission under SEBI LODR Regulation 30.
