Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Black Buck Earnings Call Transcript: Key Takeaways

Black Buck Q1 FY27 results show strong growth driven by telematics and new Super Loads city expansions.

Highlights
Revenue growthTotal income up 38% YoY; Revenue from operations up 42% YoY.
Margins93% contribution margin maintained in core business; core EBITDA up 16%.
Demand visibilityRecovered significantly post-April headwinds; secular trends in infrastructure remain positive.
Management confidenceConfident, 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)
Source

Earnings Call Transcript filed with BSE, NSE: BLACKBUCK. Summary written with AI assistance from the document.

Read the document ↗

Black Buck Ltd: key numbers

Share price
₹598.95
Market cap
₹10,915 Cr
Revenue (annual)
₹652.0 Cr
Net profit (annual)
₹160.3 Cr
P/E (TTM)
64.7×Sector 29.0×
Promoter holding
25.00%-0.05% QoQ
FII holding
31.47%Current quarter

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

More from Black Buck Ltd

All →
17:49 IST BSE
Merger & Restructuring

Black Buck Merger & Restructuring

BlackBuck Limited has successfully incorporated its new wholly-owned subsidiary, BlackBuck Transport Services Private Limited, following approval from the Ministry of Corporate Affairs.

15:48 IST BSE
Employee Stock Options

Black Buck Employee Stock Options

BlackBuck allotted 73,550 equity shares at ₹1 to employees upon ESOP exercise under its 2016 and 2019 schemes. Paid-up share capital increased to ₹18.22 Crore.

15:43 IST NSE
Annual General Meeting

BlackBuck Annual General Meeting

BlackBuck filed the proceedings of its 11th AGM held on September 18, 2026. Six resolutions including adoption of financials, director re-appointment, and ESOP trust approvals were voted upon.

11:46 IST BSE
Capital Structure Change

Black Buck Capital Structure Change

Accel India IV (Mauritius) Limited sold 2,700,000 equity shares of Blackbuck Limited via an open market transaction on September 11, 2026.

12:20 IST BSE
Board Meeting Outcome

Black Buck Board Meeting Outcome

Black Buck's board approved a Wholly Owned Subsidiary for logistics and trucking. The WOS will provide transport leasing and electronic platforms to the sector.