BLS International Services Limited — Investor Meet, 25-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

BLS International achieved its highest-ever FY26 performance: revenue surged 37% to INR 2,998 Cr, EBITDA rose 30% to INR 819 Cr, and PAT grew 34% to INR 724 Cr. The Visa & Consular segment sustained strong profitability (40.1% EBITDA margin), processing 44.1 lakh applications. Digital Services revenue doubled to INR 1,158 Cr.

Management projects 20-25% growth for FY27, anticipating $1-2 billion in new contract opportunities. The INR 2,000+ Cr UIDAI Aadhaar project is deploying, with 15-20% EBITDA margins expected. Capital allocation prioritizes M&A and expansion, favoring asset-light models. Geopolitical impacts are deemed temporary, with global diversification ensuring steady performance.