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Investor Presentation

LEAP India Investor Presentation: Key Takeaways

LEAP India reports strong Q1FY27 results post-August listing, driven by operating leverage and acquisition synergies. Strategy focuses on deepening penetration, GCC expansion, and movement-hire models.

Highlights
Revenue growth19% YoY for Q1FY27.
MarginsEBITDA margin at 53.5%; PAT margin expanded 104 bps to 11.6%.
Demand visibilityStrong, supported by 10,500+ touchpoints and 1,000+ blue-chip customers.
Management confidenceHigh, citing 'genuine earnings quality' and 'strong first-quarter performance'.

Growth

Revenue grew 19% YoY to ₹2,134 Mn. PAT rose 30% YoY to ₹247 Mn, outpacing revenue growth.

Outlook

Expanding into GCC (Saudi Arabia & UAE); targeting ~15% CAGR for Indian pallet pooling market through FY31.

Risks

Integration of CHEP acquisition impacted FY26 EBITDA margins; high competition in unorganized sectors.

Source

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

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LEAP India Ltd: key numbers

Share price
₹139.92
Market cap
₹6,164 Cr
Revenue (annual)
₹729.5 Cr
Net profit (annual)
₹62.34 Cr
Promoter holding
55.64%
FII holding
15.24%Current quarter

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

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Share Pledge

LEAP India Share Pledge

Promoter Sunu Mathew and Matyas Possessiones Pvt Ltd have created an encumbrance on their equity shares in LEAP India Limited as security for debentures.