S J Logistics (India) Limited — Investor Meet, 10-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

S J Logistics reported Q4 consolidated revenue of INR141.72 Cr, up 60% YoY, with EBITDA jumping 205% to INR23.26 Cr and margin expanding 780 bps to 16.4%. PAT doubled to INR14.83 Cr with 10.5% margin. FY25 revenue rose 85.5% to INR602.5 Cr, EBITDA grew 156% to INR75.39 Cr, and PAT surged 132% to INR52.49 Cr. Growth was led by ocean freight, especially project cargo (+153%) and yarn (+35%), with air cargo and NVOCC gaining traction. Management emphasized margin expansion, niche expertise in complex routes, and steady NVOCC container additions (~2,000 containers). Focus remains on geographic expansion and sustainability of margins amid global uncertainties, with confident outlook on profitable growth.