BLS International Services Limited — PPTs, 11-11-2025: Investor Presentation

BLS International delivered a strong Q2 & H1 FY26. Consolidated revenue jumped 48.8% year-over-year to ₹736.6 Cr in Q2 and 46.5% to ₹1,447.2 Cr in H1. Net profit (PAT) grew 27.4% to ₹185.7 Cr in Q2 and 37.6% to ₹366.7 Cr in H1. This growth was fueled by higher visa applications and contributions from recent acquisitions, with Digital Services showing a significant revenue surge.

The company is strategically diversifying its business and expanding through acquisitions. A shift to a self-managed operational model and tech-driven solutions are boosting efficiency and margins. Strong tailwinds from global travel growth (8% CAGR) and increasing visa outsourcing are significant drivers.

BLS secured a major 6-year contract with UIDAI for Aadhaar Seva Kendras worth ₹2,055.35 Cr and a 3-year deal for Indian Visa Centres in China. A strategic move into hospitality was made with the acquisition of Trefeddian Hotel in the UK for ₹78.3 Cr.

With a healthy net cash balance of ₹1,306 Cr, BLS is well-positioned for future growth. The company is actively pursuing new contract opportunities (up to $1-2 Billion in renewals) and exploring strategic mergers & acquisitions to maximize shareholder value.