Jet Freight Logistics Limited — PPTs, 06-06-2025: Investor Presentation

1. Financial Highlights:

Jet Freight Logistics posted consolidated revenue of INR 1,145.4 Mn in Q4FY25 and INR 4,437.6 Mn for FY25, up 10.6% YoY. EBITDA nearly doubled to INR 156.7 Mn with margin expanding 156 bps to 3.5%. Net profit surged over 20-fold to INR 37.5 Mn for FY25, lifting net margin to 0.8%. Standalone results echo these trends, including a 13x net profit rise to INR 37.3 Mn. The balance sheet shows steady equity growth to INR 660.7 Mn and rising current assets, supported by trade receivables of INR 780.5 Mn and moderate debt levels.

2. Strategic Initiatives & Growth Drivers:

Transitioning from 2PL to integrated 4PL logistics, the company is investing in a digital platform for real-time tracking and operational efficiency. Focus areas include scaling ocean freight and door-to-door domestic delivery. A key growth catalyst is acting as launch customer and exclusive Indian GSSA for Airbus A330 P2F cargo aircraft, targeting growth in air cargo demand from e-commerce and exports.

3. Business Developments:

Jet Freight expanded its international presence with offices in the UK, USA, Netherlands, and Dubai, while growing courier and customs clearance through Jet Express. The Airbus P2F deal, supported by strategic partners, introduces a virtual airline model unique in India’s air cargo sector.

4. Market Position & Competitive Advantage:

With a network spanning 150+ countries and 13 branches in India, the company handles over 150 tonnes of cargo daily. Certified as a top performer by major airlines, it specializes in perishables and time-sensitive freight, offering flexible, customized solutions across air, sea, rail, and road. The integrated logistics suite alongside upcoming digital tools positions it strongly amid evolving supply chain demands.

5. Investor Implications:

Robust revenue and profit growth, margin expansion, and strategic assets like the Airbus A330 P2F highlight positive growth potential. Digital transformation and diversified services mitigate risk, though execution of virtual airline operations and 4PL expansion remain key to watch for scalability and efficiency. Overall, prospects for value creation look promising.