Ritco Logistics Limited — Investor Meet, 21-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Ritco Logistics' Q1 FY26 earnings call revealed strong performance with 40% YoY growth and an 8.1% overall EBITDA margin. The company is pivoting from a transport to a complete supply chain solutions provider, emphasizing high-margin implant logistics and warehousing (20% margins) and expanding its multi-modal business.

Its tech-driven platform, TrucksUp, is rapidly scaling, targeting Rs 15 Cr revenue this fiscal year and breakeven within two years. TrucksUp streamlines the trucking ecosystem for single operators, offering load matching, finance, and fuel discounts. Ritco maintains an asset-light model, utilizing Rs 80 Cr from recent funding for working capital and technology, not truck purchases. Working capital days improved to 109, with a target of 90 days. Management expresses confidence in its strategic direction and growth trajectory.

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