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TARC swings to ₹19 cr profit after ₹231 cr loss

The Delhi-NCR developer crossed completion milestones on key inventory blocks, sending total income to ₹671.74 crore from ₹38.88 crore a year earlier.

2 earlier stories on TARC Ltd.
Mkt cap₹3,652 cr
P/E191.51×
ROE0.00%
Debt / eq.1.87
₹19.03 cr FY26 net profit, after a ₹231.28 cr loss in FY25.

What's new

  • TARC posted a FY26 net profit of ₹19.03 crore, reversing a ₹231.28 crore loss the prior year.
  • Total income jumped to ₹671.74 crore from ₹38.88 crore as luxury projects hit revenue-recognition thresholds.
  • Board re-appointed Kirtane & Pandit LLP and Bahadur Murao & Co. as auditors for FY27.

Why this matters

For a small-cap developer, the swing from a ₹231 crore loss to a ₹19 crore profit is a sharp inflection. It is driven by inventory in the TARC Tripundra project crossing completion milestones. The twelve-fold income jump validates the capital deployed, though the profit on that revenue is thin.

What we're watching

  • Whether the revenue pace holds as remaining Tripundra inventory is delivered and recognized.
  • The cash conversion profile in coming quarters, given the thin profit on high income.
  • Execution on new launches to sustain the revenue base beyond the current inventory cycle.

The full read

TARC has broken into the black. After posting a ₹231.28 crore loss in FY25, the Delhi-NCR developer reported a ₹19.03 crore profit for FY26. The driver is clear: total income jumped to ₹671.74 crore as inventory in the TARC Tripundra luxury project crossed completion milestones, triggering revenue recognition. The swing validates the project economics but the margins are thin. A profit of ₹19 crore on ₹671 crore of revenue leaves little room for slippage. The open question is what happens once this tranche of inventory is fully recognized. The re-appointment of auditors is routine and adds nothing new.

Questions answered

What drove the revenue surge from ₹38.88 crore to ₹671.74 crore?
The surge came from the commencement of revenue recognition on high-value inventory blocks in the TARC Tripundra luxury development, which reached completion milestones during FY26.
How large was the loss in the prior year?
TARC reported a consolidated net loss of ₹231.28 crore in FY25, making the FY26 profit of ₹19.03 crore a full reversal.
Is there any context for the profit margin?
The source does not provide a direct margin calculation. It describes the ₹19.03 crore net profit as a turnaround on ₹671.74 crore of total income, and the rationale characterizes the profitability conversion as modest.
Was there any corporate action beyond the financials?
The board approved the routine re-appointment of internal and cost auditors for FY27, a standard administrative item with no material bearing on the business.
Mentioned: TARC Tripundra · Kirtane & Pandit LLP · ₹231.28 cr FY25 loss
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

TARC Ltd.

Real Estate
₹3,761 cr
P/E 197.21×

Latest quarter · Mar 2026

Sales₹209 cr
Net profit₹2 cr
Op. margin−43.3%
EPS₹0.05

Strength & growth

Debt / equity1.87×
Current ratio1.09×
Financials via Tijori — a research aid, not investment advice.TARC on Tijori

Story so far

All notes on TARC →
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