Investor Presentation

Dated: October 30, 2026 Listing Department Listing Department BSE Ltd., National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Mumbai- 400001 Bandra (E) Mumbai – 400051 Scrip Code: 532349 Scrip Symbol: TCI Sub: Submission of Investors’ Presentation for the 2nd quarter and half year ended September 30, 2026 Dear Sir/Madam, In compliance with Regulation 30 and 46(2) read with Para A of Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached the Investors’ Presentation for the 2nd quarter and half year ended September 30, 2026. The above information is also available on the Company’s website at www.tcil.com. You are requested to take the above information on your records. Thanking you, For Transport Corporation of India Limited Hansa Sharma Company Secretary & Compliance Officer (A42616) Encl: a/a Everything Logistics R Investor Presentation Q2 FY27 30th Oct 2026 TCI: Consolidated Corporate Overview Standalone SBUs (Yellow) | Subsidiaries / JVs (White) Integrated Strengths — FY 2025-26 7 Decades ₹6,500 Mn ₹49,650 Mn of industry leadership Consolidated EBITDA Consolidated Revenue 10,000+ 6 2,800+ Trucks in Operation Coastal Rake Movements Vessels 8,500+ 1,400+ GP Marine IT-enabled Own Yards Managed Containers Offices 17 Mn Sq.ft. 2.0% 19.91% Return on Capital Managed Warehouse of India's GDP Moved by Employed Space Value Growth Drivers to the Logistics Industry India's macro momentum continues to underpin structural demand for integrated logistics Customer Govt. & Policy Industry & Demand & Enablers Investments Market Growth • 96% of Freight • India’s real GDP grew • PLI schemes attracted 2 Corridors operational, 7.7% in FY26, up from lakh Cr+ investment supporting the road-to- 7.1% in FY25 • Global logistics market rail shift • GST collections at ₹17.4 to reach USD 24.4 Tn by • Logistics cost target: lakh Cr; e-way bills up 2035 ≤8% of GDP by 2030 21% • Indian logistics market • ULIP crossed 160 Cr+ • 3PL/4PL demand projected at USD 592 growing at ~12% CAGR Bn by 2031 • Infrastructure growth driven by 4% of GDP • E-commerce logistics to • FDI, PE/VC and new capex reach USD 107 Bn by FTAs are expanding 2032 export opportunities Company Strategy: Everything Logistics Wide Range of Bespoke Solutions Strong Multimodal and Services for Diverse Industries Capabilities & Network Creating Value Technology & Automation in High Growth Industry Sectors Driven Operations Wide Range of Services under Single Window Market Opportunity: Where TCI Plays Industry Market size 5-yr growth Segment EBITDA TCI presence (USD Mn) (% p.a.) Full truck load ~130,000 8–10 2–4 Freight, Supply Chain, ChemLog Less than truck load / milk-run ~20,000 10–12 8–11 Freight, Supply Chain Rail & container movement ~35,000 ~3 3–6 Supply Chain (AFTO), TCI CONCOR Coastal shipping <1,000 10–12 High Seaways Warehousing & yards ~30,000 20+ 15–18 Supply Chain, CONCOR, ChemLog 3PL / 4PL & value-added services ~35,000 15–16 3–15 Supply Chain Chemical logistics ~31,000 6–10 8–14 ChemLog, CONCOR Cold chain (reefer + storage) ~14,000 8–11 6–18 Cold Chain International forwarding & CHA ~13,000 ~6 4–6 Freight, SCS, overseas subsidiaries Our edge: TCI is present across every major segment and can bundle road, rail and sea on its own assets in one contract. Digital & Technological Edge Technology is the connective tissue of our integration — a three-layer digital architecture Layer 1 — Visibility 3 division Control Towers (Freight, SCS, Seaways) delivering live GPS tracking, ETA variance and exception alerts in real time. Layer 2 — Intelligence MILKRUN route consolidation, a Delivery Optimisation Engine and CNS — an AI document-intelligence layer converting unstructured documents into structured data. Layer 3 — Integration A single shipment identity persists across road, rail and sea legs, with emissions measured end-to-end through TEMT. Strong Multimodal Network and Capabilities Container Yards & Coastal Rail Management Terminals • High-end CBU • 6 Indian-flagged • TEUs handled : 0.08 • Yards managed: 70 logistics, container & vessels deployed Mn H1 FY27 vs 0.08 cross-border • Warehousing Mn H1 FY26 movement, space: 17 Mn • Total DWT: 77,957 (0.17Mn in FY26) chemicals logistics sq.ft. • GP marine • CBUs handled : 0.1 • 1,400+ IT-enabled • Rake movement containers: 8,500+ Mn in H1 FY27 own offices 1334 H1FY27 vs • 58K+ green points 1410 H1 FY26 (2826 earned via rail in FY26) logistics • Own trains: 3 AFTO • We saved 0.190 Mn. Tonnes of CO₂ emissions via modal shift in FY 2025-26 Metals & Construction Rail and coastal bulk logistics supporting India's infrastructure growth Present Across High-Growth Industry Sectors Consumption-Led Sectors Hi-Tech & Electronics Automotive & Mobility Supply chain solutions for FMCG, Controlled warehousing and secure JV with Mitsui (Transystem); retail, apparel, and textiles, enabling documentation for semiconductors inbound parts, yard nationwide distribution and e- and high-value goods management , rail-based commerce growth across Tier 3–5 finished vehicle movement markets. Energy & Renewables Chemicals & Pharma Metals & Construction Battery logistics, wind/solar TCI Chemlog and Cold Chain Rail and coastal bulk logistics components and circular supply Solutions; hazardous material supporting India's infrastructure growth chains for EV batteries compliance, AEO-certified customs Other industry verticals spanning Retail, E-commerce & Quick Commerce, Healthcare & Life Sciences, Industrial & Engineering, Agriculture & Food, and Aviation & Defence. Key Highlights — Financial Performance 16,000 n 15% M n 14,000 9% 9% 13% 8% 13,980 14% 9% 9% 12% i e 12,000 10% 13,361 u 12,547 12,174 12,609 11,972 n 10,000 11,506 11,314 11,539 v 10,560 R 8,000 e 6,000 4,000 n 2,000 Q1 Q2 Q3 Q4 2025 2026 2027 ▪ Growth momentum continued :25th consecutive quarter of growth, impact of Middle-East crises ▪ Supply Chain continue to be the largest business ▪ Continued Investments in strategic asset classes 3432 Mn (2954 Mn from internal accruals) ▪ Buyback offered size 150 Cr, 7000+ shareholders participated TCI Freight : Industry Nature & Trends Industry Growth Drivers ▪ USD 180 Bn Freight Transport Market — highly ▪ Need for FTL & LTL from a single provider on an fragmented and unorganized anywhere-to-anywhere model ▪ LTL Freight Transport Market relatively organized, ▪ Control-Tower-enabled, customized freight with 15% share solutions with end-to-end visibility ▪ Increasing adoption of on-demand trucking and real- ▪ Growing need for in-transit small storage facilities time pricing ▪ Packaging support for high-value, fragile items in ▪ Rising awareness of sustainable logistics and demand the LTL segment for multimodal 19,000+ 25 750+ 5,000+ Branches / IT-enabled Pin Codes Reached Strategic Hubs Trucks under Operation Offices Over Dimensional Cargo (ODC) Cross-Border Logistics Containerized Services Value Added Services TCI Freight : Our Edge Hub & Spoke Model — Integrated Surface Transport Solution Reaching more than 19,000 pin codes with cross-border linkages into Nepal and Bangladesh, delivering part-load, full- truckload , project-cargo movement and control tower services. Services Offered Less Than Truck Project & Heavy CHA Facility (AEO- Full Truck Load Storage Solutions Load (LTL) Haul (PHH) certified) (FTL) Over Dimensional Containerized Cross-Border Value Added Cargo (ODC) Services Logistics Services TCI Freight : Key Operational Highlights ▪ Consecutive growth quarter amid addition of new contracts and Q2 Q2 H1 H1 Particulars Gr% Gr% inventory pre-stocking ahead of the festive season. FY27 FY26 FY27 FY26 ▪ Network expansion continued to grow the LTL mix — supporting deeper reach . 30 new branches planned , 11 opened Revenue 4758 4252 11.9% 9325 8364 11.5% 64% 64% 63% 63% EBDITA 137 128 6.8% 271 253 7.0% 60% % to 36% 36% 37% 37% 2.9% 3.0% 2 [Showing first 8,000 characters — download PDF for full document]