Zinka Logistics Solutions Limited — Investor Meet, 08-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Zinka Logistics Solutions (BlackBuck) delivered strong Q1 FY26 results. Total revenue rose 62% YoY to INR 160 Cr, with EBITDA reaching INR 40 Cr (5x YoY) and PAT at INR 34 Cr. Operating cash flow was INR 63 Cr. Core businesses (payments & telematics) grew 41%. The new SuperLoads business saw 3-4x growth to INR 23 Cr, though significant scale is 3-4 quarters out as the playbook builds. Management highlighted consistent profitability, strong operating leverage (88% YoY), and efficient cost structure. Seasonal Q1/Q2 user growth is muted. The company remains focused on leveraging its platform for new offerings and deepening market share, maintaining a confident outlook.