S J Logistics (India) Limited — Investor Meet, 22-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

S J Logistics reported strong Q1 FY26 consolidated results: Revenue up 24.9% YoY to INR 125.76 Cr, EBITDA surged 57.2% to INR 22.22 Cr (17.7% margin), and PAT grew 32.9% to INR 14.26 Cr (11.3% margin). Management aims for 35-40% top-line growth and 12-13% PAT margins for FY26, driven by NVOCC operations (targeting INR 80-100 Cr addition this year) and high-margin Project Cargo. The company plans no major capex, leveraging an asset-light model. Outlook for the Indian logistics sector is positive, with a focus on strategic expansion. Management expresses confidence in achieving targets.