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Earnings Call Transcript

Blue Water Logistics Earnings Call Transcript: Key Takeaways

Blue Water Logistics reported a massive Q1 FY27 with revenue of ₹211.2 Cr, up 315.4% YoY, driven by branch expansion and volume growth across ocean and air freight segments.

Why this was an Alfa AlertManagement guides 107% Revenue growth for FY27 (explicit single-year guidance).
Guidance and delivery
Management target Revenue 107.0% FY27
Highlights
Revenue growth315.4% YoY; ₹211.2 Cr in Q1 FY27.
MarginsEBITDA margin at 11.2%; PAT margin at 6.6%.
Demand visibilityStrong across ocean and air freight; volume up 264% and 520% YoY.
Management confidenceHigh, aiming to replicate FY26 momentum and reach ₹800 Cr target.

Growth

Revenue rose 315% YoY to ₹211.2 Cr; PAT increased 296% to ₹14 Cr; EBITDA grew 260% to ₹23.6 Cr.

Outlook

Targeting ₹800 Cr revenue for FY27; planning ₹100 Cr debt raise; expanding international footprint into SE Asia and China.

Risks

Working capital intensive with 90-day debtor cycle; geopolitical issues in Hormuz; potential margin pressure from high debt.

Source

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

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Blue Water Logistics Ltd: key numbers

Share price
₹534.75
Market cap
₹588.2 Cr
Revenue (annual)
₹386.0 Cr
Net profit (annual)
₹25.21 Cr
P/E (TTM)
23.3×Sector 29.0×
Promoter holding
69.55%+0.00% QoQ
FII holding
0.00%Current quarter

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

More from Blue Water Logistics Ltd

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18:11 IST NSE
Management Change

Blue Water Logistics Management Change

Mr. Sugoto Ghosh has resigned as an Independent Director of Blue Water Logistics Limited, effective September 16, 2026, to pursue other professional commitments.

18:04 IST NSE
Board Meeting Outcome

Blue Water Logistics Board Meeting Outcome

Blue Water Logistics Limited appointed Mr. Krishan Jaisansariya as an Additional Director (Non-Executive Independent Director) and noted the resignation of Mr. Sugoto Ghosh from the same position.

15:35 IST NSE
Annual General Meeting

Blue Water Logistics Annual General Meeting

Blue Water Logistics clarified details regarding the proposed preferential issue's fund utilization and provided correct hyperlinks for the Valuation Report and PCS Certificate for its EGM.

16:08 IST NSE
Capacity Expansion

Blue Water Logistics Capacity Expansion

Blue Water Logistics Limited has commenced its Non-Vessel Operating Common Carrier (NVOCC) division. The new operations start with an initial fleet of 2,000 Dry Container Boxes.

initial fleet size
2000 containers
15:12 IST NSE
Earnings Call

Blue Water Logistics Earnings Call: Key Takeaways

Blue Water Logistics reported a transformational FY26 with revenue doubling to ₹386cr and PAT rising 135% to ₹25cr. Management is pivoting toward asset-backed multimodal logistics and international expansion.