Claim Ledger
46% answered
Did management answer the analysts?
12 analyst questions audited, 5 evaded or deflected.
View Claim Ledger →Blue Water Logistics Ltd — Q4 FY26
Blue Water Logistics delivered a stellar Q4 FY26 with revenue surging 97% YoY to ₹386 crore, driven by strong demand across logistics verticals, expansion of asset base, and new customer additions.
bullish
high
Financial stats pending filing verification
2-Minute Summary
✦ AI-Generated from Full Transcript
Blue Water Logistics delivered a stellar Q4 FY26 with revenue surging 97% YoY to ₹386 crore, driven by strong demand across logistics verticals, expansion of asset base, and new customer additions. EBITDA grew 134% to ₹44 crore, with margins expanding 180bps to 11.4%, while PAT rose 135% to ₹25.2 crore. The ocean freight segment contributed ~70% of revenue, while air freight share jumped from 1% to 13% due to the Turkish Airlines partnership. Management guided for continued doubling of revenue in FY27, supported by planned expansion into Southeast Asia, dry containers, and project cargo. Margins are expected to improve further as higher-margin NVOCC (ISO tank) segment grows from 8% to 20% of revenue. Key risk: sharp spike in trade receivables (₹141 crore) due to Q4 billing, though management expects recovery within 60-90 days.
ब्लू वॉटर लॉजिस्टिक्स ने चौथी तिमाही में शानदार प्रदर्शन किया। कंपनी की आय पिछले साल की तुलना में 97% बढ़कर ₹386 करोड़ हो गई। इसकी वजह लॉजिस्टिक्स सेवाओं की मजबूत मांग, नए ग्राहक और संपत्तियों का विस्तार है। मुनाफा 134% बढ़कर ₹44 करोड़ हुआ, और कमाई पर मुनाफे का हिस्सा 11.4% तक पहुंच गया। शुद्ध मुनाफा 135% बढ़कर ₹25.2 करोड़ रहा। समुद्री माल ढुलाई से 70% आय आई, जबकि हवाई माल ढुलाई का हिस्सा तुर्की एयरलाइंस के साथ साझेदारी से 1% से बढ़कर 13% हो गया। कंपनी अगले साल भी आय दोगुनी करने की योजना बना रही है, जिसमें दक्षिण-पूर्व एशिया और नए कारोबारों का विस्तार शामिल है। हालांकि, ₹141 करोड़ के बकाया भुगतान (ग्राहकों से मिलने वाला पैसा) एक जोखिम है, लेकिन कंपनी को 60-90 दिनों में वसूली की उम्मीद है।
Risks3 trackedTranscriptfull text
Research workspace
Focused Modules
Risks
3 risks
Risk Intelligence
Trade receivable spike and cash flow pressure
View Risks →
Transcript
Full text
Call Transcript
Full transcript text is available on this route.
Read Transcript →Quarter Snapshot
ISO Tank Fleet
1,708
+158% YoY
Fleet expanded from 158 to 1,708 tanks; target 5,000+ in 3 years.
Air Freight Revenue Share
13%
+12pp YoY
Air freight share rose from 1% in FY25 to 13% in FY26, driven by Turkish Airlines partnership.
NVOCC Revenue Share
8%
+8pp YoY
NVOCC (ISO tank) segment grew from negligible to 8% of revenue; target 20% in FY27.
Trade Receivables
₹141 Cr
+100% YoY
Receivables spiked due to Q4 billing; ~35% recovered by May 26, 60-90 day cycle.
Fast read
Guidance and risk preview
Management expects to double revenue in FY27, continuing the ~97% growth trajectory seen in FY26.
Receivables surged to ₹141 crore due to Q4 billing, with only 30-35% recovered by late May.
View Risks →