Zinka Logistics Solutions Limited — PPTs, 05-02-2025: Investor Presentation

### Financial Highlights:

BlackBuck reported significant revenue growth of ₹122.96 Cr in Q3’25, up 44.73% YoY. The adjusted EBITDA soared to ₹42.04 Cr, a staggering increase of 459.16% YoY, reflecting strong operational performance and cost management. Contribution margin also rose sharply to ₹114.69 Cr, indicating higher efficiency in service delivery.

### Strategic Initiatives and Growth Drivers:

The company's core businesses, including tolling and vehicle tracking solutions, showed steady growth, contributing significantly to revenue. New growth verticals are emerging, particularly in telematics, where revenue from growth businesses grew by approximately 103% YoY.

### Business Developments:

BlackBuck's engagement metrics reveal positive trends, with a 20.29% increase in monthly transacting truck operators and a 34.71% growth in gross transaction value (GTV) of payments. The introduction of new revenue streams has reinforced the company's growth trajectory.

### Market Position and Competitive Advantage:

With a strong platform that achieved 45 minutes of daily app usage and over 735,132 transacting customers, BlackBuck maintains a robust market position. The asset-light business model enhances margins and sustainability.

### Investor Implications:

The results indicate a strong, upward trajectory for BlackBuck, driven by solid growth in core and new business areas. Investor sentiment may lean towards optimism, considering the company’s high growth rates and significant improvements in profitability metrics. Watch closely for future developments as the company continues to scale.