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Analyst questions

Sandesh Kumar

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TARACHAND

Tara Chand InfraLogistic Solutions Limited

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Tara Chand InfraLogistic Solutions Limited
7 Aug 2026
Open call
  1. My question is with respect to renewables. Now renewable is now contributing over 30% of our equipment rental revenue and our peers are aggressively scaling to 800 -, 900 -tonne fleet competitive landscape in wind turbine erection is evolving rapidly. And re cently, one of our OEMs, is moving towards captive in -house fleets and how we are handling the situation, like how we are mitigating this risk?

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  2. We have any like industry -specific tie-ups like BluPine , Sanghvi and Terawatt with Premier like, do we have any long-term contract with respect to wind because like we are kind of almost moving more than 30% in especially -- wind. Like do we have any multiyear contract with any one of the IPP?

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  3. My last question is like last 3 to 4 quarters, we have consistently missed our quarterly top line and margin guidance due to various operational deferrals and the execution delay. Like our PAT margin dropped to 2.4% and our specialized EBITDA earlier we targeted like 18% to 23%. Now we are compressed to almost 10%. Like can you meet the guidance of 20% to 25% like reassurance policy? Can we reach like...

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