Blue Water Logistics Limited — PPTs, 13-02-2026: Investor Presentation

Blue Water Logistics reported strong Q3 FY26 and 9M FY26 results, highlighting significant operational momentum.

**1. Business Performance:**

For Q3 FY26, revenue surged 80.2% YoY to ₹112.37 Cr, with profit after tax (PAT) jumping 147.1% YoY to ₹7.44 Cr. For the first nine months (9M FY26), revenue grew 74.5% YoY to ₹250.64 Cr, and PAT impressively increased 152.3% YoY to ₹16.07 Cr. Ocean freight remains the dominant segment, contributing 78.1% of 9M FY26 revenue. Domestically, 83% of FY25 revenue came from Telangana, Gujarat, and Maharashtra.

**2. Growth Drivers or Strategy:**

Key strategies focus on enhancing operational efficiency by building its own fleet to reduce outsourced dependence, fostering long-term partnerships, and expanding into new markets. International expansion, including a new Dubai office, targets the Middle East and African markets.

**3. Recent Developments:**

The company recently expanded its ISO tank and domestic trailer fleets and established an exclusive air cargo partnership with Turkish Airlines in 2025. It also diversified services with fumigation offerings since 2024.

**4. Key Financial Metrics:**

Q3 FY26 EBITDA margin improved to 11.5% (+320 bps YoY), and PAT margin reached 6.6% (+180 bps YoY). For 9M FY26, EPS stood at ₹15.58. The company boasts a 3-year revenue CAGR of 32.3% and a PAT CAGR of 117.1%.

**5. Management Commentary / Outlook:**

Management is focused on maintaining international service standards and delivering high-quality logistics solutions, aiming to capture opportunities in emerging global hubs through its strong network across India and internationally.