S J Logistics (India) Limited — PPTs, 31-05-2025: Investor Presentation

1. Financial Highlights:

SJ Logistics posted strong growth with consolidated revenue at ₹27,086 lakh (+87.5% YoY) in FY25. EBITDA rose sharply to ₹7,539 lakh, lifting margins to 15.0% from 10.9%. PAT more than doubled to ₹5,249 lakh, with PAT margin expanding to 10.4%. Ocean cargo remains the largest segment with ₹18,695 lakh revenue, while air cargo and NVOCC made initial contributions of 2.8% and 3.2% respectively. Working capital days stayed healthy at 94. Return ratios improved, with ROE at 26% and ROCE at 24%.

2. Strategic Initiatives & Growth Drivers:

Expansion includes a new 38,910 sq. ft. warehouse in Bhiwandi to boost integrated inventory and distribution capabilities. The company is scaling specialized project and oversized cargo handling, leveraging skilled teams and liner partnerships. Launches of air cargo and NVOCC divisions support asset-light growth and better pricing control. Strategic international partnerships across the Middle East, Africa, and South America enhance global footprint and DAP service offerings.

3. Business Developments:

New agency tie-ups with Good Voyage Shipping Services in the Gulf enhance NVOCC and cargo consolidation. Service portfolio now covers complex cargos like earth-moving equipment and transmission towers, targeting Africa, South America, and North America. The air cargo division expanded rapidly after IATA accreditation, securing partnerships with eight international airlines.

4. Market Position & Competitive Advantage:

SJ Logistics differentiates with end-to-end multimodal logistics including turnkey project cargo and specialized door-to-door delivery. Its asset-light model drives scalability and cost efficiency. Strong client base (150+ clients, 40% repeat) and 33+ years of promoter expertise underpin operational strength. Proficiency in documentation and House Bill of Lading issuance adds competitive edge.

5. Investor Implications:

Robust revenue and margin expansion fueled by strategic warehousing, project cargo, and international logistics initiatives suggest positive growth potential. The growing footprints of NVOCC and air cargo enhance scalability and profitability. Investors should watch execution on warehouse expansions and international scaling as critical drivers for future value creation.