Blackbuck Ltd
Blackbuck Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #10 of 30 in Transport Services
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What the Q1 FY27 call signalled
2 of 3 strong
The short version
Core business revenue from operations grew 42% YoY, with 21% growth in core businesses and 16% tolling growth, demonstrating strong, consistent expansion. Telematics growth: Strong investment in telematics devices, with the highest quarterly sales, leading to future revenue and profitability growth driven by subscription renewals with high EBITDA flow-through.
From Blackbuck Ltd's Q1 FY27 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Core business revenue from operations grew 42% YoY, with 21% growth in core businesses and 16% tolling growth, demonstrating strong, consistent expansion.
- Telematics business achieved a record number of new device sales, expected to drive strong revenue growth and profitability in coming quarters.
- Subscription renewals in telematics are stabilizing in early to late 80% range, supporting steady long-term revenue.
- Super Loads business showed 44% sequential growth this quarter, accelerating from 20% last quarter, with expansion in 14 cities and ongoing playbook development.
- Vehicle finance business is progressing towards profitability by end of FY27.
- Transacting customer base grew 13% YoY, with deeper engagement increasing 20%.
- GTV in tolling adjusted to focus on tolling alone, showing 16% YoY growth.
2 more points from Blackbuck Ltd's call on revenue
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Profitability & Margins
See what Blackbuck Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Blackbuck Ltd is currently in a strong investment phase, particularly focusing on the super loads business and vehicle finance.
- The company continues to step up investments quarter-on-quarter to mature existing cities and scale newer ones.
- There is active investment in AI-led productivity gains and telematics devices, including new specialized tracking devices.
- Telemetics device sales reached a record high in the recent quarter, indicating robust capital investment in that segment.
- AI and automation investments aim to reduce manual processes, increase scalability, and improve margins.
2 more points from Blackbuck Ltd's call on capex
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Top-ranked in Transport Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Blackbuck Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹235 Cr, net profit ₹41 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Blackbuck's management said in earlier quarters
Others in Transport Services this season
- FlySBS Aviation (Q1 FY27)
Q4 FY26 revenue: ₹96.2 Cr, the highest quarter ever (Page 6). Key investor presentation takeaways from FlySBS Aviation Ltd's Q1 FY27 investor presentation — and
- Accuracy Shippi. (Q1 FY27)
Q1FY27 revenue from operations: ₹140.8 crore, down 12.4% YoY from ₹160.7 crore in Q1FY26 (Page 25, 24). Key investor presentation takeaways from Accuracy Shippi
- Essar Shipping (Q1 FY27)
Revenue from operations for Essar Shipping Limited in the quarter ended June 30, 2026, was ₹0.04 crore (Page 12). Key investor presentation takeaways from Essar
- DJ Mediaprint & Logistics Ltd (Q1 FY27)
3,014.88 Lakhs, up 40.08% YoY from Rs. Key investor presentation takeaways from DJ Mediaprint's Q1 FY27 investor presentation — and how it ranks against sector
Potential multibaggers · Q2 FY27
Potential multibaggers in Transport Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Blackbuck Ltd Q1 FY27 results?
Core business revenue from operations grew 42% YoY, with 21% growth in core businesses and 16% tolling growth, demonstrating strong, consistent expansion. Telematics growth: Strong investment in telematics devices, with the highest quarterly sales, leading to future revenue and profitability growth driven by subscription renewals with high EBITDA flow-through.
What is Blackbuck Ltd share price analysis?
Blackbuck Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 63.0 with a market cap of ₹10,827 Cr. Investors should review the full earnings analysis for detailed insights.
Is Blackbuck Ltd planning capital expenditure?
Blackbuck Ltd is currently in a strong investment phase, particularly focusing on the super loads business and vehicle finance.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.