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Investor Presentation

Afcom Holdings Investor Presentation: Key Takeaways

AFCOM reported robust Q1 FY27 results with total income of ₹177.5 Cr and EBITDA margins expanding to 40.8%. Strategy focuses on a hub-and-spoke cargo corridor linking Japan/Korea to Africa via India and Dubai.

Highlights
Revenue growth+49.0% YoY in Q1 FY27
MarginsEBITDA margin improved to 40.8% in Q1 FY27 from 23% in FY23.
Demand visibilityStrong structural drivers from e-commerce and pharmaceutical cold-chain logistics.
Management confidenceHigh; citing outperformance versus IATA benchmarks and peers.

Growth

Q1 FY27 revenue grew 49% YoY to ₹177.5 Cr; PAT surged 86.1% YoY to ₹39.2 Cr.

Outlook

Targeting a 5-aircraft Boeing 737-800 regional fleet and exploring long-haul Boeing 777 freighters for direct Japan-Africa routes.

Risks

Key risks include fuel price volatility (projected +40% in 2026), currency exposure, and normalization of charter demand.

Source

Investor Presentation filed with BSE, BSE: 544224. Summary written with AI assistance from the document.

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Afcom Holdings Ltd: key numbers

Share price
₹1,442.00
Market cap
₹3,759 Cr
Revenue (annual)
₹583.1 Cr
Net profit (annual)
₹121.9 Cr
P/E (TTM)
30.8×Sector 29.0×
Promoter holding
35.84%-4.77% QoQ
FII holding
0.68%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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20:51 IST BSE
Annual General Meeting

Afcom Holdings Annual General Meeting

Afcom Holdings Ltd held its 13th Annual General Meeting on September 25, 2026, where shareholders approved financial statements, director appointments, and increased borrowing powers.

20:05 IST BSE
Management Change

Afcom Holdings Management Change

Mr. Kochat Narendran, President - Commercials, steps down due to superannuation effective September 15, 2026. Mr. Sunil Chandrasekhar assumes additional responsibilities as Chief Commercial Officer.

17:29 IST BSE
Annual General Meeting

Afcom Holdings Annual General Meeting

Afcom Holdings Ltd issued a corrigendum correcting the date of its 13th AGM from August 25, 2026, to September 25, 2026, for shareholders.

09:57 IST BSE
Partnership

Afcom Holdings Partnership

Afcom Holdings signed a long-term Jet A-1 fuel supply agreement with HPCL for preferential pricing across India's aviation network. No contract value was disclosed.

19:25 IST BSE
Promoter Selling

Afcom Holdings Promoter Selling: ₹8.41 Cr

Promoter Group member Thiagaraja Annamalai sold 51,120 shares of Afcom Holdings Ltd in a market sale worth approximately Rs. 8.41 Crore.

Value
₹8.41 Cr