TARACHANDNSE30 October 2025

Tara Chand InfraLogistic Solutions Limited has informed the Exchange about Investor Presentation

Tara Chand InfraLogistic Solutions Limited

Date: 30.10.2025

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) Regulations, 2015 – Investor Presentation.

In continuation to our intimation dated 23rd October, 2025 regarding the Investor meet scheduled to be held on Friday, 31st October ,2025 at 12:00 noon please find enclosed the Investor Presentation pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”). The same shall also be made available on the website of the Company www.tarachandindia.in.

This above is for your information and records.

Thanking you,

Yours faithfully, For Tarachand Infralogistic Solutions Limited

Shefali Singhal Company Secretary & Compliance Officer M. No.: A34314 Encl: As above

SHEFALI SINGHALDigitally signed by SHEFALI SINGHAL Date: 2025.10.30 15:32:45 +05'30' INVESTOR PRESENTATION Q2 & H1FY26

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 reliance should be placed on,

the fairness, accuracy, completeness, or correctness of such information or opinions contained herein. The information contained in this presentation is only current

as of its date.

This presentation contains statements that include “forward-looking statements,” including, but not limited to, statements relating to the implementation of strategic

initiatives and other statements relating to Tara Chand InfraLogistic Solutions Ltd.'s future business developments and economic performance. While these forward-

looking statements indicate our assessment and future expectations concerning the development of our business, a number of risks, uncertainties, and other

unknown factors could cause actual developments and results to differ materially from our expectations. These factors include, but are not limited to, general market,

macroeconomic, governmental, and regulatory trends; movements in currency exchange and interest rates; competitive pressures; technological developments;

changes in the financial conditions of third parties dealing with us; legislative developments; and other key factors that could affect our business and financial

performance.

We undertake no obligation to publicly revise any forward-looking statements to reflect future or likely events or circumstances.

This presentation cannot be copied or disseminated in any manner. No person is authorized to give any information or to make any representation not contained in

and not consistent with this presentation and, if given or made, such information or representation must not be relied upon as having been authorized by or on

behalf of Tara Chand InfraLogistic Solutions Ltd.

Investor Presentation

Table of Content

Q2 & H1FY26 Highlights

Company Overview

Historical Financials

Investor Presentation

Q2 & H1FY26 Highlights

From the Desk of Chairman

Vinay Kumar Aggarwal

Chairman & Managing Director

As we look ahead, we remain confident of the opportunities that lie before us. Our focus will stay on profitable growth, disciplined operational deployment, excellence, as we pursue our goal of 20%–25% annual growth while strengthening Tara Chand’s position as a trusted partner in India’s infrastructure progress.

capital

and

Dear Esteemed Stakeholders,

It gives me great pleasure to present the Q2 and H1FY26 performance highlights of Tara Chand InfraLogistic Solutions Ltd. We have sustained our growth momentum from previous quarters—driven by focused execution, strategic investments, and operational discipline across all verticals.

Despite Q2 being a seasonally softer quarter, I am pleased to report our highest-ever Q2 and H1 revenue, coupled with robust profitability—marked by a 300 bps improvement in EBITDA margins and a 268% year-on-year surge in cash flow from operations. These results reaffirm the strength, resilience, and scalability of our business model.

On the growth front, we have deployed ₹83.3 crore of our planned ₹100 crore FY26 capex, primarily towards expanding our fleet with next-generation equipment to serve upcoming projects in Renewable Energy, Cement, and allied industrial sectors. We have also secured domestic orders worth ₹58.76 crore for specialized services and equipment rentals, commencing Q3FY26, alongside our ₹81.5 crore, 4.5-year warehousing contract with SAIL at Dankuni, set to begin shortly.

We extend our sincere gratitude to our employees, investors, partners, and customers— your trust continues to inspire us to Think New, Act Now and create enduring value for all stakeholders.

Investor Presentation

Robust Financial Performance - Highest Ever Q2 & H1 Revenue & Profitability

Total Income (₹ Mn)

EBITDA (₹ Mn) & Margin (%)

PAT (₹ Mn) & Margin (%)

Cash PAT* (₹ Mn)

 11% YoY

 20% YoY

36%

39%

35%

38%

12%

11%

 23% YoY

 34% YoY

1,288

1,077

604

671

494

377

218

263

118

139

176

215

403

301

Q2FY25 Q2FY26

H1FY25

H1FY26

Q2FY25 Q2FY26 H1FY25 H1FY26

Q2FY25 Q2FY26

H1FY25

H1FY26

Key Highlights – Q2 & H1FY26

Healthy Order Book of ₹1,289 Mn, executable within FY26

➔ Total income rose 11% YoY to ₹671 Mn in Q2 and 20% YoY to ₹1,288 Mn in H1

➔ EBITDA delivered robust growth of 21% YoY in Q2 and 31% YoY in H1, with record-high margins

expanding 300 bps to 39% in Q2 and 38% in H1

➔ PAT grew 4% YoY in Q2 and 18% YoY in H1, maintaining healthy margins of ~11%

Equipment Hiring & Projects

Warehousing & Transportation

40%

₹1,289 Mn

60%

➔ Cash PAT registered strong growth of 23% YoY in Q2 and 34% YoY in H1

Order Book as of 30th Sept’25

*Cash PAT is calculated as PAT + Depreciation

Investor Presentation

)

( n g r a M A D T I B E d n a ) n M ₹ ( e u n e v e R

Segment-wise Revenue Highlights

Equipment Hiring & Projects

Warehousing & Transportation

Steel Processing & Distribution

Segment-wise Revenue Mix (%) - H1FY26

50%

57%

50%

56%

18%

20%

18%

19%

0.4%

695

522

567

408

380

291

246

273

Q2FY25

Q2FY26

H1FY25

H1FY26

Q2FY25

Q2FY26

H1FY25

H1FY26

Q2FY25

Q2FY26

H1FY25

H1FY26

45%

₹1,267 Mn

55%

Equipment Hiring & Projects Warehousing & Transportation Steel Processing & Distribution

Key Highlights

➔ Reported Equipment Hiring & Projects EBITDA margin includes specialized services; standalone EBITDA for rentals achieved 64% margin

in Q2FY26 and H1FY26

➔ Average gross monthly rental yield remained steady at 3.05%

➔ Total of 7.21 Mn MT of steel handled in H1FY26

➔ Finance cost stood at 7.92% and a healthy net worth of ₹1,355 Mn

Investor Presentation

Strategic Capital Investments Powering Scalable Growth

Capex (₹ Mn)

Total Fleet Size (nos)

1,450

833

250

392

691

485

161

FY22

FY23

FY24

FY25

H1FY26

Mar-22

FY23

FY24

FY25 H1FY26 Sep-25

Gross Block and Net Block (₹ Mn)

2,020

1,236

2,360

1,438

2,980

1,804

4,198

2,728

4,992

3,280

Mar-22

Mar-23

Mar-24

Mar-25

Sep-25

Sr No

Equipment Type

All Terrain Crane

Crawler Crane

Truck Mounted Crane

Hydraulic Piling Rig

Aerial Working Platforms

Heavy Duty Puller

Prime Movers

Heavy Duty Modular Axles (sets)

Total

Capacity Qty

900 MT

800 MT

160 MT

110 MT

60 MT

285 KNm

42 meters

350 HP

320 HP

18 MT

Gross Block

Net Block

Largest crane with lifting capacity of 900 MT

Scaling up fleet size through increased capex while maintaining a balanced capital structure

Investor Presentation

Profitability Sustained through Lean and Efficient Operations

PAT (₹ Mn) & Margin (%)

Receivable Days (Net of GST)

Cashflow from Operations (₹ Mn)

10%

249

11%

139

118

161

150

118

270

424

462

562

475

129

FY22

FY23

FY24

FY25 H1FY25 H1FY26

FY22

FY23

FY24

FY25 H1FY25 H1FY26

FY22

FY23

FY24

FY25 H1FY25 H1FY26

Finance Cost (₹ Mn) & Interest Coverage Ratio (x times)

Debt Repayment (₹ Mn)

Secured Term Loans (₹ Mn) & Debt to Equity (x times)

1.3

2.6

4.0

11.6

11.1

5.6

415

376

349

334

1.6

1.2

0.9

1.0

1,186

151

178

823

731

753

1,015

900

FY22

FY23

FY24

FY25 H1FY25 H1FY26

FY22

FY23

FY24

FY25 H1FY25 H1FY26

Mar-22 Mar-23 Mar-24 Mar-25 Sep-24 Sep-25

Investor Presentation

Profit and Loss Highlights

Particulars (₹ Mn)

Revenue from Operations

Other Income

Total Income

Manpower Cost

Repair & Maintenance

Power & Fuel

Transportation & Handling

Other Expenses

EBIDTA

Q2FY26

Q2FY25

657

671

135

263

562

604

130

218

YoY %

17%

11%

21%

H1FY26

H1FY25

1,267

1,288

158

132

252

156

494

1,018

1,077

138

202

201

377

% of EBIDTA to Total Income

39.2%

36.0%

38.4%

35.0%

Interest

Depreciation

Exceptional Items

Profit Before Tax

Tax Expense

Profit After Tax

% of PAT to Total Income

Cash PAT*

EPS (₹/share)

*Cash PAT is calculated as PAT + Depreciation

140

100

11.1%

215

0.95

103

12.0%

176

0.92

23%

263

186

139

10.8%

403

1.77

183

157

118

10.9%

301

1.49

YoY %

24%

20%

31%

19%

34%

Investor Presentation

Growth Strategy and Revenue Guidance for FY26

Fleet Expansion

Focus on acquisition of large tonnage cranes and higher capacity Piling Rigs and Aerial Platforms.

Capacity Expansion

Company intends to undertake Capex of Rs 1000Mn in its Construction Equipment Rental Segment in FY26, while also acquiring approx. 8 acres land in Nagpur for specialized services.

Specialised Service Contracts

Company is actively scouting for opportunities to render specialized contractual services across its Equipment Rentals and Warehousing Logistic segments. It has taken a conscious decision to steer away from run of the mill EPC projects.

GROWTH GUIDANCE (FY26)

The company targets an aggressive annual growth of 20%-30% over the next three years, while sustaining strong margins

Investor Presentation

Company Overview

~40 Years of Journey to becoming a Trusted Leader in the Industry

Initiated operations in Steel Trading & Distribution in Jalandhar, Punjab.

1991

Established the Equipment Rental division, introducing mechanical cranes from the USA.

2012

Clinched a significant order for 125 machines deployment at Jamnagar Refinery

2018

Started with Steel Trading & Operations

Forayed into Equipment Rental Division

2003

2013

Transformed into a Limited Company.

1980

Debut service contract from Steel Authority of India Ltd, managing the Chandigarh Stockyard.

Listed on NSE Emerge on March 23, 2018, and crossed a milestone Revenue of ₹ 100 Cr in FY19.

Expanded its fleet with over 20 Hydraulic Piling Rigs.

Procured new 400MT and 450MT cranes, venturing into turnkey execution of infrastructure projects.

2020

Record- breaking ₹ 160 Cr order from Rashtriya Ispat Nigam Ltd.

Constructed the first-ever working cast-in-situ pile for the Mumbai- Ahmedabad Bullet Train Project Package C6.

Executed a very critical turnaround contract for at Guru Gobind Singh Refinery, Punjab. Only company to deploy 19 Cranes upto 350 MT capacity.

2022

Acquired India's first and tallest (68 meters) Aerial Working Platform (Boomlift / Manlift).

Began operations as the new Consignment Agency for RINL (Vizag Steel) at Nagpur under a 7-year contract.

Record dispatch of 121 Railway Rakes of 3.40 Lakhs MT of steel from Visakhapatnam Steel Plant in a single month.

2024

Consistently Building a Strong Track Record

2021

2023

Distinguished by owning and deploying Ten (10) RTG cranes, a unique solution in Steel logistics.

Won a new 4.5 years contract for handling and warehousing of steel at the SAIL. Stockyard, Bangalore.

Migrated to NSE Main Board on April 16, 2024.

Highest ever Revenue & Profitability with record Capex & Fleet expansion.

2025

Investor Presentation

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 & Logistics

The company is a leader in steel warehousing and logistics with almost 4 decades of experience and expertise.

Equipment Rentals & Infrastructure Works

The company is a leading service provider in the construction and infrastructure industries. The company operates large complex machines to execute critical jobs at client sites spread across various sectors like urban infra, railways, steel, cement, oil & gas, renewable energy, roads and highways.

Steel Processing & Distribution

This service is more of a horizontal integration to our steel logistics solutions. The company provides cut-to-size steel products for end- user clients through its owned equipment or through third-party arrangements. This segment focusses on the existing client base of the company only.

Investor Presentation

Integrated Asset Lifecycle Management

Equipment Management

Current Deployment Sectors

Equipment Utilization & Churn Metrics

Operational Strengths

Procurement • Import our equipment inventory from China

• Strong vendor and financier relations ensure competitive acquisition costs and timely delivery

Fleet Composition • New Equipment: 100% • Average Age: 6-7 years

Asset Inventory Snapshot • Total Equipment Units: 392 • Owned Assets: 100%

• Rural & Urban Infra

20%

• Metals & Minerals

32%

• Cement 30%

• Renewable Energy

• Power 6%

• Others 2%

Engagement Rate ~83% fleet utilization maintained on an average basis

Lead Time Between Projects

Well-managed through streamlined logistics and strong order visibility

Churn Timeline Factors

• Project size and location • Equipment type • Transit time between sites • Seasonal/project-related

surge (e.g., post-monsoon)

• Pan-India Reach with

regional deployment hubs

•

In-house transport & maintenance team for faster turnaround

Integrated with Warehousing for logistical synergy

• Tech-enabled tracking for fleet movement and uptime

Investor Presentation

Extensive, High-Quality Fleet of 392 Machines, catering to Varied Sectors

119

Large Cranes 50-900 MT

Piling & Earthwork

106

Trailers 30-55MT

Aerial Platforms 38 - 68mtrs

Pick n Carry Cranes 12 - 20MT

Rubber Tyre Gantries 40-60 MT

EOT & Gantries 10-20MT

Steel Processing Machines

Concrete Equipment

Miscellaneous

Investor Presentation

Pan India Network

Head Office Chandigarh

Corporate Office Navi Mumbai

4 Branch Offices Nagpur, Visakhapatnam, Bangalore & Jamnagar

Site Offices/Depots Jammu, Surat, Nagpur, Jamnagar, Bangalore, Jajpur, Raipur, Patna

Operations in 21 States/UTs J&K, Himachal Pradesh, Haryana, Delhi, UP, Uttrakhand, Rajasthan, Gujarat, Maharashtra, Karnataka, Kerala, Tamil Nadu, Orissa, Andhra Pradesh, Chattisgarh, Madhya Pradesh, Jharkhand, Bihar, Assam, Telangana & West Bengal.

Corporate Office Navi Mumbai

Head Office Chandigarh

Investor Presentation

Servicing Marquee Clients across States

Investor Presentation

Well-Experienced Management & Board of Directors

Vinay Kumar Chairman & Managing Director

Ajay Kumar Whole Time Director

Himanshu Aggarwal Whole Time Director & CFO

Neelam P Kasni Non-executive Independent Director

Suresh Kumar Thapar Non-executive Independent Director

• Company's Promoter and has been with us since inception.

• Been integral to the organization

since its inception.

• As a first-generation

entrepreneur, possesses a unique blend of business acumen and execution prowess.

• He has been instrumental in

introducing numerous innovative features in the Steel Logistics segment.

• His leadership drives our

company's commitment to "Think New, Act Now."

• With 30 years of industry

experience, he has played a pivotal role in the company’s growth, meticulously building it from the ground up.

• He has expertly managed client

relationships and finances, demonstrating an exceptional ability to maintain stringent cost control and ensure profitability.

• Has officially joined since Nov 1, 2017 and holds a Bachelor of Science degree in Biomedical Engineering from Northwestern University, Chicago, USA.

• With a keen focus on finance,

commerce, and business development, he provides leadership in achieving our business development goals and oversees the operational execution of our projects.

• Additionally, he is responsible for steering the overall strategic direction of the Company, ensuring sustainable growth and success.

Ashok Kumar Goel Non-executive Independent Director

Anju Mohanty Non-Executive Independent Director

Investor Presentation

Historical Financials

Segment-wise Historical Performance

Equipment Hiring & Projects

Warehousing & Transportation

Steel Processing & Distribution

 92% CAGR

 121% CAGR

 -2% CAGR

1,377

974

826

125

142

138

128

717

651

756

618

440

) n M ₹ ( e u n e v e R

FY22

FY23

FY24

FY25

FY22

FY23

FY24

FY25

FY22

FY23

FY24

FY25

)

( n i g r a M A D T I B E

35%

28%

51%

47%

25%

27%

23%

16%

12%

FY22

FY23

FY24

FY25*

FY22

FY23

FY24

FY25

FY22

FY23

FY24

FY25

*Reported EBITDA margin includes Specialized Services; standalone Equipment Rentals achieved 55% margin

Investor Presentation

Historical Profit and Loss

Particulars (₹ Mn)

Revenue from Operations

Other Income

Total Income

Manpower Cost

Repair & Maintenance

Power & Fuel

Transportation & Handling

Other Expenses

EBIDTA

FY22

1,282

1,303

227

101

253

299

324

FY23

1,411

1,446

209

113

107

251

347

419

FY24

1,720

1,749

238

117

164

289

358

582

FY25

2,478

2,540

297

194

222

510

476

842

% of EBIDTA to Total Income

24.9%

29.0%

33.3%

33.1%

Interest

Depreciation

Exceptional Items

Profit Before Tax

Tax Expense

Profit After Tax

% of PAT to Total Income

Cash PAT*

EPS (₹/share)

*Cash PAT is calculated as PAT + Depreciation

232

1.8%

255

0.35

225

127

6.5%

318

1.37

294

217

161

9.2%

455

2.13

437

332

249

9.8%

685

3.15

CAGR (FY22-FY25)

25%

37%

119%

39%

Investor Presentation

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

Reserves

Shareholders' Funds

Secured Loans

Other Financial Liabilities

Long Term Provisions

Other liabilities

137

437

573

495

361

137

585

721

459

490

152

797

949

475

582

158

1,056

1,197

1,214

1,355

701

813

1,293

1,570

Fixed Assets incl. CWIP

1,236

1,438

1,804

2,720

3,280

Other financial Assets

Other Non-Current Assets

135

232

Total Non-Current Assets

1,273

1,509

1,948

2,958

3,362

Inventories

Total Non-Current Liabilities

899

1,004

1,116

2,080

2,479

Trade Receivables

584

536

528

600

708

Trade Payables

Other Current Liabilities

Short Term Borrowings

Total Current Liabilities

443

560

411

543

377

505

134

420

614

167

491

737

Cash and Bank

Other Current Assets

116

198

286

136

205

Total Current Assets

758

759

622

933

1,209

Total Liabilities

2,032

2,268

2,570

3,908

4,571

Total Assets

2,032

2,268

2,570

3,908

4,571

Investor Presentation

Historical Cash Flow

Particulars (₹ Mn)

Cash Flow From Operating Activity

Profit/(Loss) Before Tax

Depreciation/ Amortization

Loss/ (Profit) On Sale Of Fixed Assets

Provision For Deferred Tax & Gratuity

Provision For Gratuity

Provision For Income Tax

Tax Adjustment Relating To Earlier Years

Finance Cost

Interest (Income)

Operating Profit/ (Loss) Before Working Capital Changes

Cash Generated From /(Used In) Operations

Direct Taxes Paid (Net Of Refunds)

Net Cash Flow From/ (Used In) Operating Activities

Net Cash Flow From/ (Used In) Investing Activities

Net Cash Flow From/ (Used In) In Financing Activities

Net Increase/(Decrease) In Cash And Cash Equivalents

Cash And Cash Equivalents At The Beginning Of The Year

Cash And Cash Equivalents At The End Of The Year

Mar-22

Mar-23

Mar-24

Mar-25

Sept-25

232

-17

-4

-1

334

270

-57

-210

127

225

-30

-8

-24

-1

367

407

424

-263

-91

116

217

294

-13

-6

-50

-4

509

479

-17

462

-533

-23

-113

116

332

437

-49

-29

-55

0.4

-12

696

572

-10

562

-577

212

196

198

186

263

-9

-11

-36

-11

427

500

-25

475

-526

138

198

286

Investor Presentation

On-Site Visuals

Investor Presentation

Share Price and Shareholding

120

100

1 Year Share Price and Volume

4 2 - t c O - 5 2

4 2 - v o N - 0 1

4 2 - v o N - 6 2

4 2 - c e D

- 2 1

4 2 - c e D

- 8 2

5 2 - n a J - 3 1

5 2 - n a J - 9 2

5 2 - b e F - 4 1

5 2 - r a M - 2 0

5 2 - r a M - 8 1

5 2 - r p A - 3 0

5 2 - r p A - 9 1

5 2 - y a M - 5 0

5 2 - y a M - 1 2

5 2 - n u J - 6 0

5 2 - n u J - 2 2

5 2 - l u J - 8 0

5 2 - l u J - 4 2

5 2 - g u A - 9 0

5 2 - g u A - 5 2

5 2 - p e S - 0 1

5 2 - p e S - 6 2

5 2 - t c O - 2 1

5 2 - t c O - 8 2

Traded Volume (Lakhs)

Close Price (₹)

600

500

400

300

200

100

Shareholding Pattern (30-Sept-25)

29.3%

70.7%

Promoters

Public

Stock Price as on 28-Oct-2025

Investor Presentation

CS Shefali Singhal

cs@tarachandindia.in

Tara Chand Infralogistic Solutions Ltd

CIN No.: L63090CH2012PLC033556

Corporate Office : Site 6, Sector 10E, Kharghar-Taloja Link Rd, Roadpali, Kalamboli, Navi Mumbai 410 218

Head Office : 342, Industrial Area, Phase 1, Chandigarh 160002

Stellar IR Advisors Pvt. Ltd.

Ms. Pooja Sharma | Mr. Ankit Jain

pooja.sharma@stellar-ir.com | ankit@stellar-ir.com

Andheri Kurla Road, Chakala, Andheri East, Mumbai 400 093

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