External broker reports(aggregated public sources), Sharekhan

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External broker reports(aggregated public sources)

Equity Bottom-Up

Transport Corp Of India / Equity Bottom-Up

<ul><li>TCI is expected to benefit from an improving domestic trade environment since July 2024 end led by withdrawal of monsoons, stocking up of festive inventory and gradual pick up in MSME led demand.</li><li>Acquisition of two new ships are expected to add incremental revenues of at least Rs.</li><li>80 crore per ship from FY2028. Consistently high OPMs in Seaways is likely to drive net earnings from FY2028. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

TCI is expected to benefit from an improving domestic trade environment since July 2024 end led by withdrawal of monsoons, stocking up of festive inventory and gradual pick up in MSME led demand.Acquisition of two new ships are expected to add incremental revenues of at least Rs.80 crore per ship from FY2028. Consistently high OPMs in Seaways is likely to drive net earnings from FY2028. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Transport Corporation of India Ltd - Well-Placed to Benefit from Demand Uptick