Investor Presentation

Date: 29.10.2026 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 22nd October ,2026 regarding the Investor meet scheduled to be held on Friday , 30th October, 2026 at 03:00 pm 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 INVESTOR PRESENTATION Q2 & H1FY27 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 2 Table of Contents A L ISE . Q2 & H1FY27 Highlights 1 P S Company Overview 2 C Annual Financials 3 Investor Presentation 3 Q2 & H1FY27 Highlights From the Desk of Chairman Dear Esteemed Stakeholders, The second quarter of FY27 marked a clear recovery from a difficult first quarter. Revenue from operations grew 27% over the same quarter last year to ₹83.1 crore, and profit after tax rose 21% to ₹9.05 crore, the highest quarterly profit your Company has reported. Earnings per share for the quarter stood at ₹1.15 against ₹0.95 a year ago. Our Equipment Rentals business grew 57% and now accounts for over 70% of revenue, with power and renewable energy together making up 53% of equipment revenue in the first half. Our Warehousing business returned to profit as activity picked up. The operating margin recovered by four percentage points from the first quarter to 34.7%, and cash profit for the quarter was ₹23.3 crore. For the half year, revenue is 19% ahead of last year, while profit after tax of ₹10.7 crore is below last year’s ₹13.9 crore on account of the first quarter. We invested ₹106.6 crore in the fleet during the first half, ahead of the ₹80 to 100 crore we had planned for the full year, because the opportunities in power and renewables were there to be taken. Most of this equipment is being commissioned through the third quarter, which is when it starts to earn. This investment has taken our net debt to equity to the upper limit we set for ourselves and higher manpower, transportation and depreciation costs have weighed on margins in the meantime. We expect both to ease as the new fleet is deployed and specialized services stabilize going forward. Our executable order book for FY27 stands at ₹163 crore, and we remain on course for the lower end of our aggressive 20 to 25 per cent revenue growth target for the year. Our operating margin for FY27 will be around 35 per cent, below our 37 to 38 per cent band because of the first quarter, and we expect to exit the year closer to the band. Vinay Kumar Aggarwal Every sector we serve is still building. Our visibility on the work ahead has never been stronger, and the fleet to Chairman & Managing Director do it is already on the ground. Thank you for your continued trust and support. Investor Presentation 5 Q2 & H1FY27 Financial Performance Highlights Total Income (₹ Mn) EBITDA (₹ Mn) & Margin (%) PAT (₹ Mn) & Margin (%) Cash PAT* (₹ Mn)  25% YoY  18% YoY 39% 35% 38% 33% 11% 11% 11% 7%  8% YoY  2% YoY 1,525 494 502 403 409 1,288 840 263 292 91 107 215 233 671 75 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Key Highlights – Q2 & H1FY27 ➔ Q2FY27 total income grew 25% YoY to ₹840 Mn, while H1FY27 income increased 18% YoY to ₹1,525 Mn, indicating healthy business growth. ➔ Q2 EBITDA grew 11% to ₹292 Mn, with margins at 35% and H1 EBITDA grew 2% to ₹502 Mn, with margins at 33%, reflecting higher operating costs associated with capex. ➔ Q2 PAT grew 21% to ₹91 Mn, the highest-ever quarterly PAT, with margins stable at 11%. H1 PAT stood at ₹107 Mn, with margins at 7%. ➔ Q2 Cash PAT grew 8% to ₹233 Mn, while H1 Cash PAT increased 2% to ₹409 Mn. ➔ Higher operation costs for specialized services, incremental salary costs for new crane capex, increased transportation expenses due to the movement of heavy-tonnage equipment, and higher depreciation following the capex weighed on margins and H1 profitability. *Cash PAT is calculated as PAT + Depreciation Investor Presentation 6 Segment-wise Revenue & Margin Split Equipment Hiring & Projects Warehousing & Transportation Steel Processing & Distribution D 57% 44% 56% 44% 20% 16% 19% 8% 3% 44% 7% 2% n 567 ) 567 n 420 ₹ 1084 ( 273 5 e 273 233 4 u 595 695 n 380 3 3 R Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Key Highlights ➔ Reported Equipment Hiring & Projects EBITDA Margin includes Specialized Services; Standalone Equipment Rental EBITDA Margin remained strong at 55% & 56% in Q2FY27 & H1FY27 respectively, supported by 82% fleet utilization. ➔ Average Gross Monthly Rental Yield remained at 2.83% as of H1FY27 ➔ Steel volumes handled stood at 1.95 million MT in Q2FY27 ➔ Finance cost stood at 6.26% and a healthy Net Worth of ₹1,580 Mn Investor Presentation 7 Key Business Performance Indicators – H1FY27 Revenue Mix Equipment Rental Revenue Mix Order Book Break-up (%), (%) (%) executable in FY27 0.2% ₹1,507 Mn ₹1,084 Mn 20% ₹1,637 Mn Equipment Hiring & Projects Cement Renewable Energy Equipment Hiring & Projects Warehousing & Transportation Power Petrochemical Warehousing & Transportation Steel Processing & Distribution Steel Others Investor Presentation 8 Profit and Loss Highlights Particulars (₹ Mn) Q2FY27 Q2FY26 YoY % H1FY27 H1FY26 YoY % Revenue from Operations 831 657 27% 1,507 1,267 19% Other Income 9 15 17 21 Total Income 840 671 25% 1525 1 [Showing first 8,000 characters — download PDF for full document]