ALFA Finder| Revenue growth | Total income up 38% YoY; Revenue from operations up 42% YoY. |
|---|---|
| Margins | 93% contribution margin maintained in core business; core EBITDA up 16%. |
| Demand visibility | Recovered significantly post-April headwinds; secular trends in infrastructure remain positive. |
| Management confidence | Confident, highlighting consistent strategy execution and AI-driven productivity gains. |
Growth
Total income grew 38% YoY; Super Loads revenue accelerated 44% sequentially with expansion to 14 cities.
Outlook
Vehicle finance business expected to reach profitability by end of FY27.
Risks
Macro headwinds in April impacted tolling transactions; fuel loyalty remains volatile due to supply uncertainties.
Last quarter's promises, checked
Delivered
- Guided Vehicle Finance to reach break-even → delivered converging to profit (= BEAT)
- Guided Super Loads expansion to 10 cities → delivered 14 industrial hubs (= BEAT)
- Guided core business to compound on profitability → delivered 16% core EBITDA growth (= BEAT)
Partly delivered
- Guided total income growth of 55% → delivered 38% YoY (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: BLACKBUCK. Summary written with AI assistance from the document.
Black Buck Ltd: key numbers
- Share price
- ₹560.85
- Market cap
- ₹10,221 Cr
- Revenue (annual)
- ₹652.0 Cr
- Net profit (annual)
- ₹160.3 Cr
- P/E (TTM)
- 56.5×Sector 32.3×
- Promoter holding
- 24.99%-0.01% QoQ
- FII holding
- 31.01%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Black Buck Ltd
All →Black Buck Earnings Call Transcript: Key Takeaways
Black Buck delivered strong 51% revenue growth, fueled by aggressive customer acquisition and new initiatives.
Black Buck Employee Stock Options
BlackBuck granted 34,399 stock options under its ESOP 2016 scheme at ₹1 per share. Options vest at 25% per year over four years with no lock-in.
Black Buck Debt & Borrowing: ₹40 Cr
BlackBuck's board approved a ₹40 Crore corporate guarantee to Axis Bank securing a term loan for subsidiary Blackbuck Finserve. No immediate financial impact on the company.
- Value
- ₹40.00 Cr
BlackBuck Management Change
BlackBuck redesignated Mr. Abhishek Singh as Chief Business Officer, effective October 29, 2026. This internal senior management restructuring carries no financial impact.
Black Buck Other Announcement
BlackBuck's ICRA monitoring agency report for Q1 FY27 confirms IPO proceeds utilization remains in line with stated objects. No deviation was observed in the quarter.
BlackBuck Investor Presentation: Key Takeaways
Q2FY27 total income ₹253.15 Cr (+51% YoY), revenue from operations ₹235.33 Cr (+56%), PAT ₹41.40 Cr (+42%). Growth led by tolling, telematics and Superloads.