Zinkalogisticssolutions earnings calls.

BlackBuck delivered an exceptional Q1 FY26 with revenue from operations of 144 croreCurrent reported value: 144 crore. No comparable prior figure is available in the source record. (up 56Current reported value: 56. No comparable prior figure is available in the source record.% YoY) and adjusted EBITDA of 47 croreCurrent reported value: 47 crore. No comparable prior figure is available in the source record. (up ~4x YoY to 36Current reported value: 36. No comparable prior figure is available in the source record.% margin). The core telematics and payments business grew 41% to 120 crore while the nascent Super Loads marketplace generated 23 crore in its first reported quarter. Monthly transacting customers reached 783,000Current reported value: 783,000. No comparable prior figure is available in the source record. (+14% YoY) with power users at 386,000 (+25% YoY). The company generated 63 croreCurrent reported value: 63 crore. No comparable prior figure is available in the source record. in operating cash flow, demonstrating strong working capital dynamics given subscription-based revenue. Management flagged that Q1-Q2 are seasonally muted quarters for customer additions but maintained focus on building the Super Loads playbook over 3-4 quarters before exponential scaling. The PPI license approval enhances customer experience and enables long-term margin expansion. Key risk remains competitive intensity in the truckload marketplace as players like Delhivery enter, though management believes the market is large enough (~$120B addressable) that competition from the market itself remains the primary challenge.