Blue Water Logistics Ltd

Q2 FY26Transport Services

Blue Water Logistics Q2 FY26 investor presentation: Revenue & Margins

Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹537

Market cap₹590 Cr

P/E16.6

Updated16 Oct 2026

Read4 min read

Based on Blue Water Logistics Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentationreports, not management guidance.

The short version

Revenue from Operations for H1 FY26: ₹13,827.1 Lacs, up 70.1% YoY from ₹8,129.5 Lacs in H1 FY25 (Page 32). EBITDA for H1 FY26: Rs.

From Blue Water Logistics Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

Revenue from Operations for H1 FY26: ₹13,827.1 Lacs, up 70.1% YoY from ₹8,129.5 Lacs in H1 FY25 (Page 32).
EBITDA grew by 145.2% YoY to ₹1,560.1 Lacs in H1 FY26 from ₹636.4 Lacs in H1 FY25 (Page 32).
PAT increased 157.0% YoY to ₹862.8 Lacs in H1 FY26 from ₹335.8 Lacs in H1 FY25 (Page 32).
Revenue for FY25 was ₹19,618.0 Lacs, growing from ₹13,867.4 Lacs in FY24 (Page 38).
Segment revenue: Ocean Freight contributes 80.58% of H1 FY26 revenue of ₹13,827.1 Lacs (Page 36).

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Profitability & Margins

EBITDA for H1 FY26: Rs. 1,560.1 Lacs, up 145.2% year-on-year (from Rs. 636.4 Lacs in H1 FY25).
EBITDA Margin for H1 FY26: 11.3%, an improvement of 350 basis points versus 7.8% in H1 FY25.
Profit After Tax (PAT) for H1 FY26: Rs. 862.8 Lacs, up 157.0% year-on-year (from Rs. 335.8 Lacs in H1 FY25).

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Capital Expenditure Plans

The investor presentation mentions the following on capex, capacity expansion, or new projects: - **Property, Plant and Equipment (PPE) Growth:** - Tangible assets increased from Rs. 248.9 Lacs (Mar-23) to Rs. 1,648.1 Lacs (Sep-25). - Intangible assets recorded at Rs. 613.4 Lacs as of Sep-25. - Capital Work in Progress (WIP) at Rs. 74.5 Lacs as of Mar and Sep-25. - **Investments:** - Rs. 407.5 Lacs in investments by Sep-25. - **Cash Flow from Investing Activities:** - Significant capex indicated by outflows growing from Rs. -114.6 Lacs (Mar-23) to Rs. -2,302.6 Lacs (Sep-25). - **Strategic Roadmap for Growth:** - Building their own fleet to reduce outsourced vehicle dependence.

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Top-ranked in Transport Services

Ranked on what management guided this quarter

Guidance-ranked

1Wise Travel India Ltd₹229 Cr

Rev 2Mar 1

2Glottis₹540 Cr

Rev 2Mar 2

3₹33.7K Cr

Rev 2Mar 3

4₹10.8K Cr

Rev 2Mar 3

5₹1.6K Cr

Rev 2Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The presentation shows significant changes in borrowings over time:
Non-current borrowings fluctuated from Rs. 642.7 Lacs (Mar-23) to Rs. 1,329.8 Lacs (Mar-25) and then Rs. 1,398.0 Lacs (Sep-25).
Current borrowings increased from Rs. 1,238.1 Lacs (Mar-23) to Rs. 2,810.7 Lacs (Mar-25) and Rs. 2,275.1 Lacs (Sep-25).
Net cash from financing activities was positive, with Rs. 1,663.1 Lacs in Mar-25 and Rs. 3,888.8 Lacs in Sep-25, indicating fundraising or debt increase.
Equity share capital rose from Rs. 200.0 Lacs (Mar-23) to Rs. 800.0 Lacs (Mar-25) and Rs. 1,100.0 Lacs (Sep-25), showing equity infusion.
Reserve & Surplus also grew substantially, especially in Sep-25 (Rs. 5,354.3 Lacs).

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Order Book & Pipeline

The investor presentation does not explicitly report specific figures or details on order book, order inflow, or pending orders. Based on the provided content: - There is no direct mention or data on order book size or pending orders. - The presentation focuses on financial highlights, cash flow, revenue, EBITDA, PAT, operational aspects, and strategic roadmap.

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Blue Water Logistics Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹135 Cr, net profit ₹9 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Blue Water Logistics Ltd's management said in earlier quarters

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Tiger Logistics (India) Ltd (Q2 FY26)
Q2 FY26 Revenue:** ₹16,873 lakhs, a 5.3% year-on-year (YoY) increase (Page 7, 10) . Key investor presentation takeaways from Tiger Logistics (India) Ltd's Q2 FY
SEAMEC Ltd (Q2 FY26)
The company plans fleet expansion with committed capex of around INR 800 crores following a prior capex of INR 500 crores. Key concall takeaways from SEAMEC…
Total Transport Systems Ltd (Q2 FY26)
Q2 FY26 Revenue: ₹163.46 Cr (10.9% QoQ growth), down 13.0% YoY from ₹187.97 Cr in Q2 FY25 (Page 11). Key investor presentation takeaways from Total Transport's

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Frequently Asked Questions

What were Blue Water Logistics Ltd Q2 FY26 results?

Revenue from Operations for H1 FY26: ₹13,827.1 Lacs, up 70.1% YoY from ₹8,129.5 Lacs in H1 FY25 (Page 32). EBITDA for H1 FY26: Rs.

What is Blue Water Logistics Ltd share price analysis?

Blue Water Logistics Ltd currently shows a neutral. The stock trades at a P/E of 16.6 with a market cap of ₹590 Cr. Investors should review the full earnings analysis for detailed insights.

Is Blue Water Logistics Ltd planning capital expenditure?

The investor presentation mentions the following on capex, capacity expansion, or new projects: - Property, Plant and Equipment (PPE) Growth: - Tangible assets increased from Rs.

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.

Revenue & Sales Performance

Profitability & Margins

Capital Expenditure Plans

Top-ranked in Transport Services

Fundraising & Capital Structure

Order Book & Pipeline

Blue Water Logistics Ltd — Quarterly revenue & net profit

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What Blue Water Logistics Ltd's management said in earlier quarters

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Frequently Asked Questions

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