BLUEWATERLOGISTICS / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Blue Water Logistics · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-05-26Back to quarter ↗

Questions audited

12

Answered directly

46%

Numeric claims

2

Consistency

contradicted

Question ledger

What was answered, and how?

Part · IDBI Capital

partial

Guidance on diversification into containers and project cargo

We are planning to go ahead with the dry box logistics. We will be purchasing our own plate of containers. That will help us to grow internationally like we are planning to start Malaysia, Thailand, China, Vietnam, Indonesia and other parts.

Part · IDBI Capital

evasive

FY27 revenue and EBITDA guidance

We are very confident of continuing the same growth what we had this current year. We are confident of achieving it next year also. The same kind of growth what we are seeing now.

Deepak Potar · Sapphire Capital

evasive

ISO tank fleet addition plan this year and next

We are just looking at the 1708 that we are having. We are reviewing it for next three months then we'll be again expanding it.

Deepak Potar · Sapphire Capital

direct

Vision for fleet size in 2-3 years

Within next 3 years we are planning 5,000 plus 5,000 plus 5,000 plus tanks.

Deepak Potar · Sapphire Capital

direct

Which business segment has higher margins?

Air freight and freight forwarding is a day-to-day job. ISO and dry container division is a higher margin business for us going forward.

Deepak Potar · Sapphire Capital

partial

Expected PAT margins for FY27

We are looking to maintain plus have some growth on this. I mean six and a half% with some improvement.

Deepak Potar · Sapphire Capital

evasive

Impact of global situation on business in FY27

Our new year has started very well. We have got very good numbers. It is not a challenge for us. In fact, it is giving us a opportunity to grow.

Weber Loya · Let's see FM

evasive

Plan to manage increased receivables

All the receivables are from our new customers which has been piled up in the month of March. In the coming years we will improve it.

Weber Loya · Let's see FM

evasive

When will cash flow turn positive?

In the current financial year as well as in the next financial year it will improve it will turn positive possibly.

Weber Loya · Let's see FM

direct

Confirmation of doubling revenue for next 3-4 years

Yes. The platform is set for the next two to three years for us for the growth.

AIT Mahandle · Robo Capital

partial

Customer acquisition strategy to double revenue

We are targeting the customers which we are not carrying. It becomes easy for us to take the business. We are targeting the chemical industry, project cargo industry.

AIT Mahandle · Robo Capital

direct

ISO container revenue in FY26 and expected FY27-28

FI 26 we had around 8% of the total revenue from ISO. Going forward in the next year we are expecting close to 20%.