TCI Express Limited (TCIEXP) Earnings Call Transcripts

TCI Express Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, TCI Express Limited reported a revenue increase to INR 327 crores, up 6% YoY, with total income at INR 331 crores. EBITDA grew by 11% YoY to INR 37 crores, maintaining a margin of 11.3%. Profit after tax remained stable at INR 21 crores with a margin of 6.3%. The company highlighted a focus on multimodal logistics and technology integration, despite challenges from geopolitical tensions and elevated fuel prices. Guidance for FY '27 suggests a 10% volume growth and a 15% revenue increase, with an expected improvement in EBITDA margins by 100-150 basis points.

Reported metrics

Guidance from management

Management expects a 10% volume growth and a 15% revenue increase for FY '27, with EBITDA margins improving by 100-150 basis points.

What management said

Yes. So holidays is a budget and everyone is like concerned about that. And Ravi, there is a sequential change happening in fuel prices. So though it is a natural passing on process is there. But we wait for some time because we see -- ultimately, diesel has to be increased by at least INR 10. So which we've already seen is INR 8 has been increased. So we have taken some time lag to passing on to customers because th...

Yes. So whole volume all of is INR 267,000 precisely. And in the whole year, it is -- we cross again INR 1 million and in prices INR 1,400 basically. And volume growth in this Q4 is 4% over last year.

What analysts pressed on

Analysts expressed concerns about the company's ability to maintain growth amidst geopolitical tensions and rising costs. There were questions regarding the impact of increased depreciation and interest expenses on future profitability.

Main topics on the call

• Revenue Growth — Revenue for Q4 FY '26 was INR 327 crores, a 6% increase from INR 308 crores in the previous year, driven by growth in multimodal logistics and customer additions.
• EBITDA Performance — EBITDA for the quarter stood at INR 37 crores, reflecting an 11% growth YoY, with a margin of 11.3%. Management noted disciplined cost management and operational efficiency.
• Multimodal Logistics Expansion — The company expanded its multimodal logistics capabilities, with the segment contributing 18.5% of total revenue, aiming for 22-25% in the next few years.
• Geopolitical and Cost Challenges — Challenges included geopolitical tensions and elevated fuel prices, impacting logistics costs. Management remains focused on operational efficiency and customer-centric execution.

Read the full TCI Express Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 24 TCI Express Limited earnings call transcripts on record, spanning January 28, 2020 to August 6, 2026. Based on this history, TCI Express Limited reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TCIEXP

Exchange

NSEI

Country

IN

Sector

Industrials

Industry

Air Freight and Logistics

Calls on record

24

First call

January 28, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly