S J Logistics (India) Limited — Investor Meet, 21-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

S J Logistics reported robust Q2 & H1 FY26 consolidated results. Q2 revenue grew 26.5% YoY to 157.1 Cr, PAT jumped 42.5% to 18.1 Cr, with EBITDA margin at 18.1%. H1 revenue rose 25.8% to 282.9 Cr, PAT up 38.1% to 32.4 Cr, with EBITDA margin at 17.9%.

The NVOCC division saw phenomenal 1400%+ growth. The company commenced direct vessel operations, planning 4 vessels by December ’25, enhancing operational control and potential margins. Project cargo continues strong growth, driven by infrastructure demand. Management targets 35% revenue growth and 12-12.5% PAT margin for FY26, exuding confidence in diversified growth.