S J Logistics (India) Limited — PPTs, 12-08-2025: Investor Presentation

Here's a summary of the investor presentation:

**1. Financial Highlights:**

Q1 FY26 revenue climbed 24.9% YoY to ₹125.76 Cr. EBITDA jumped 57.2% to ₹22.22 Cr (17.7% margin), with PAT rising 32.9% to ₹14.26 Cr (11.3% margin). FY25 revenue hit ₹502.49 Cr, with strong ROCE (26%) & ROE (24%).

**2. Strategic Initiatives & Growth Drivers:**

Warehousing expansion is planned via large multi-user facilities. The company is boosting project cargo focus & global network, eyeing new markets like the Middle East and Africa.

**3. Business Developments:**

Newly launched Air Cargo and NVOCC divisions in Q1 FY26 added ₹4.11 Cr and ₹4.21 Cr respectively. NVOCC services expanded to Libya & Dubai. The company processes over 5,000 bills of lading annually.

**4. Market Position & Competitive Advantage:**

Asset-light, scalable model boosts efficiency. Global presence across 30+ countries, specializing in complex cargo. Client-centricity ensures high repeat business.

**5. Investor Implications:**

Solid Q1 results and strategic moves into Air Cargo and NVOCC point to strong growth potential. The asset-light structure in India's expanding logistics sector positions it well for long-term tailwinds.