Tarachand infra logistics CMP-175 ( 14/jan / 24) MKT CAP – 248 crore P/E -21 Promoter holding – 73.3%
It serves India’s infrastructural & industrial
needs through Warehousing,
Transportation, Equipment Rental, &
Turnkey Infra-Project Execution. With 35+
years’ experience, we’re a top Steel
Warehousing & Transport entity, handling
10M+ tons of Steel annually.
Our fleet of 300
Machines includes Heavy Cranes (up to
800MT), Hydraulic Piling Rigs, Steel
Processing, & Concrete Equipment. We’ve
contributed significantly to High-Speed
Bullet Train & Metro Line projects across
cities like Ahmedabad, Delhi, Mumbai,&
more
Our team of experts & modern
equipment serve sectors like Power, Oil &
Gas, Renewable Energy, & Urban & Rural
Infrastructure. We cater to 52 diverse
customers, spanning PSUs to Indian
multinationals, operating in 21 states &
even internationally in Mauritius.
Our capable team of 627 members, plus 300 contract workers, manage operations across 50+ cities Sectoral service offering Railway infrastructure Oil & gas Power Road & highway Cement.
Growth strategy
Focus on acquisition of large tonnage cranes & higher capacity pillingrigs & aerial platform,cont capacity addition, cont pursuing opportunities to take up EPC projects, civil & mechanical construction of building
Birds eye views insight One of the largest steel logistics services provider in the country with handling of 9.45 million tonness fy 22-23, Introduce first of its kind ZOOMLION ZCC5800(500MT),crwaler crane with highest configuration of 84+84 with superlift Derrick
Expanded steel logistics vertical with addition of nagpur stockyard under 7 year contract with rashtriya ispat nigam ltd
expanded operations to the j&k, Assam ,Kerala Odisha
Highest ever dispatch of 121 rakes steel by rail from central dispatch yard of vizag steel in march23( you can get idea also how steel demand is)
Leadership Mr Ajay Kumar is whole time director of tarachand, since inception,varoius client relationship & manages finance in his 30 years of experience, Himanshu Agrawal is excutive director &also currently chief financial officer,associated with company since 2017
Mr vinay kumar managing director,he also associated with company since inception ,he is pioneer in getting a number of innovative features implemented in material handling equipment,he is real driver behind the company for think new act now
You can watch video of this giant https://youtu.be/1ryXQKm26lg?si=ZrFUCLfaYXblegXf… Another video of tarachand delivery https://youtube.com/watch?v=CFpnHeFdC1A&feature=shared…
Profit & loss
OPM margin is v good
EPS growth is fantastic
Recently company gives presentation at alpha ideas sme 2023
2023 Alpha Ideas SME Stars -Tara Chand Infralogistic Solutions Ltd
Financial highlight and esteemed customer
Running project, client,& city, fleet size , geographical presence.
Industry outlook
Segment wise revenue mix
Financial highlight with B/S
Cash flow Is continuously increasing
Recently bag order from SAIL for 4.5 Years of 20 crore
Peer comparison
!Sanghvi mover is available at good valuation , good OPM ,
ACE construction
Thesis If you bullish on infra capex than this type proxy can good play, heavy investment & construction , it’s at present fairly valued, first’ time concall
Anti thesis
Demand of industrial production if someone down cycle comes it’s become heavy affected, other also some very good brands than tarachand can able to get to capture higher market share leading to loss, client concentrate L&T
Disc I m not sebi registered
Pl consultant your financial advisor before investing,
No buy & sell reco,
Invested & biased
first investment at dec 23
no transcation last 15 days
| Subscribe To Our Free Newsletter |
