Blue Water Logistics Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Blue Water Logistics delivered strong Q4 and FY26 performance. FY26 revenue doubled to INR 386 Cr (97% YoY), with EBITDA up 134% to INR 44 Cr and PAT up 135% to INR 25 Cr. Q4 PAT margin was 6.8%. Growth drivers included demand, asset expansion (1,708 ISO tanks), and higher-margin NVOCC and air freight. Management expects to double revenue in FY27, targeting 5,000+ ISO tanks within three years and expanding into dry containers and project cargo in Southeast Asia. Receivables are recovering. The company is funding growth via debt and flexible financing. The outlook is positive, highlighting a strong growth trajectory.