Shree OSFM E-Mobility Limited — Investor Meet, 12-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Shree OSFM E-Mobility posted Rs. 140 Cr revenue in FY25 with a 14.3% EBITDA margin, driven 90% by volume growth. FY26 targets Rs. 175 Cr revenue with stable or improved margins through sustainable expansion. Core employee transport business focuses on key accounts and selective acquisitions, maintaining 5-10% fleet ownership for operational control. New B2C pilots include Uber (100-200 vehicles, ~6-7% gross margin) and FlixBus inter-city services, starting asset-heavy but moving to asset-light models post validation. Management plans controlled growth with Rs. 51 Cr cash and expects PAT to rise ~50% in FY26 due to lower depreciation. Investor concerns on asset-heavy ventures were met with reassurances on risk management and governance.