Tejas Cargo India Ltd (Logistics) — fundamental analysis, earnings data, and key metrics. PE: 31.0. ROE: 16.7%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Mar 7, 2026
What: Execution of delayed BSNL contracts expected to boost revenue significantly
Impact: +₹350 Cr revenue
“Management: "The part that has not played up to expectation was the expansion and all those kind of thing obvious which is going to happen. we know that's going to happen."”
What: Increasing international revenue from 15% to diversify customer base
Impact: +₹60 Cr revenue
“Management: "revenue broadly comprises from Indian customers about 85% and international about 15%."”
What: Government incentives stabilizing cash flow during investment phase
“Management: "They got about 85 crore in PLI incentives. That's the government's production linked incentive scheme for domestic manufacturing."”
Earnings deceleration risks from management commentary
Trigger: Inventory levels remain elevated
Impact: -300 bps margin impact
Management view: Not directly addressed but inventory buildup appears for anticipated demand
Monitor: Inventory turnover ratio
Trigger: Further BSNL contract delays
Impact: -200 bps margin impact
Management view: Management acknowledges but confident it will materialize
Monitor: BSNL contract execution status
Key quotes from recent conference calls
“The quarter was driven largely by shipments for our wireless wine products. We won additional packages for Bhatnet and we have became one of the largest suppliers of IPM pillars routers by the number of packages — Management”
“The profitability for the quarter uh uh the EBIT for the quarter was uh 239 crores compar negative compared to 304 394 crores of negative bit in the previous quarter. I think expenses for this quarter mainly include uh uh provisions for past service cost related to custody and compensated absences — Management”
“order book at the end of the quarter stood at uh 1329 crores compared to 1200 crores in the previous quarter — Management”
“That part of the story has played out pretty well. I think we are uh quite satisfied with that. The part that has not played up to expectation was the expansion and all those kind of thing obvious which is going to happen. we know that's going to happen — Management”
Forward-looking targets from management for 2-4 quarters
Key Milestones
• BSNL contract execution
• International market expansion
• PLI scheme benefits
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Mar 7, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Tejas Cargo India Ltd's latest quarterly results (Sep 2025) show
Tejas Cargo India Ltd's current PE ratio is 31.0x.
Tejas Cargo India Ltd's price-to-book ratio is 3.8x.
Tejas Cargo India Ltd's fundamental strength based on key financial ratios
Tejas Cargo India Ltd has a debt-to-equity ratio of N/A.
Tejas Cargo India Ltd's return ratios over recent years
Tejas Cargo India Ltd's operating cash flow is positive (FY2025).
Tejas Cargo India Ltd currently does not pay a significant dividend (yield 0.00%).
Tejas Cargo India Ltd's shareholding pattern (Sep 2025)
Tejas Cargo India Ltd's promoter holding has increased recently.
Tejas Cargo India Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Tejas Cargo India Ltd has 3 key growth catalysts identified from recent earnings analysis
Tejas Cargo India Ltd has 2 key risks worth monitoring
In Q3 FY26, Tejas Cargo India Ltd's management highlighted
Tejas Cargo India Ltd's management has provided the following forward guidance for 2-4 quarters
Based on quantitative research signals, here is why Tejas Cargo India Ltd may be worth studying
Tejas Cargo India Ltd investment thesis summary:
Tejas Cargo India Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
