Blue Water Logistics Limited · NSE:BLUEWATER
Blue Water Logistics — Q3 FY26 Earnings Presentation
38 slides from Blue Water Logistics's earnings presentation, February 2026
Slide 1: Blue Water Logistics Ltd Investor Presentation
Blue Water Logistics Ltd Investor Presentation – Feb 2026 Investor Presentation – Q3FY26
Slide 2: Index
Index COMPANY OVERVIEW BUSINESS OVERVIEW INDUSTRY OUTLOOK STRATEGIC VISION FINANCIAL OVERVIEW Investor Presentation – Q3FY26 2
Slide 3: Company Overview
COMPANY OVERVIEW
Slide 4: Company Snapshot
Company Snapshot 10 States Hyderabad 814 85+ Presence Headquartered in ISO Tank Containers Container Trailers 28 800+ 25,063.7 2,857.2 Reach in countries Clients 9M FY26 Revenue 9M FY26 EBITDA (in Rs. Lakhs) (in Rs. Lakhs) 1,606.6 15.58 32.3% 117.1% 9M FY26 PAT EPS 3 Year Revenue CAGR 3 Year PAT CAG
Slide 5: Company Overview
Company Overview • Blue Water Logistics was established in 2010, later incorporated as a Private Limited in 2022, and transitioned into a Public Company in 2025. • It provides end-to-end logistics and supply chain solutions, including freight forwarding, customs clearance, multimodal transportation,
Slide 6: Business Journey
Business Journey 2010 2022 2023 2025 Established as a partnership Converted into a Private Granted Certificate of Entered an exclusive air cargo firm under the name “M/s. Limited Company – Blue Registration as a Multimodal partnership with Turkish Blue Water Logistics” Water Logistics Pvt. Ltd Trans
Slide 7: Business Overview
Business Overview
Slide 8: Business Segments
Business Segments OCEAN FREIGHT SURFACE AND RAILWAY FREIGHT AIR FREIGHT CUSTOMS HOUSE AGENT NVOCC TANK CONTAINER LOGISTICS OTHER VALUE-ADDED SERVICES Investor Presentation – Q3FY26 8
Slide 9: Ocean Freight
Ocean Freight • We design logistics solutions that match customer requirements, ensuring timely deliveries aligned with their schedules and business needs • By leveraging strong partnerships with liners and shipping companies, we secure cargo space while maintaining competitive pricing for global sh
Slide 10: Surface And Railway Freight
Surface And Railway Freight • We provide flexible surface freight solutions for both short- haul and long-distance cargo, accommodating diverse shipment sizes. • Our rail freight services deliver reliable and fast transport of customs-cleared export cargo directly to ports. • We offer door-to-door d
Slide 11: Air Freight
Air Freight • We specialize in air freight for time-sensitive, high-value, and perishable goods, covering both exports and imports to and from India. • Services are enabled through strong alliances with airline partners, providing flexible capacity across multiple routes. • Our capabilities range fr
Slide 12: Customs House Clearance
Customs House Clearance • We provide end-to-end support for export and import customs procedures • We manage documentation, assessment, duty payments, and cargo delivery post-clearance • We operate as a licensed Customs House Agent and leverage long-standing partnerships with other CHAs to ensure se
Slide 13: NVOCC ISO Tank Container
NVOCC ISO Tank Container • We specialize in handling bulk liquid cargo, including chemicals, hazardous, non-hazardous, and food-grade, ensuring safe and efficient transport. • We provide end-to-end intermodal solutions across road, rail, and sea, customized to meet the specific requirements of each
Slide 14: Other Value-added Services
Other Value-added Services • We continuously enhance our services to add value and effectively meet customer requirements. • We efficiently manage container handling, including loading, unloading, stacking, storing, and maintenance at customs ports. • Since 2024, we provide fumigation for containers
Slide 15: Asset Base & Equipment Portfolio
Asset Base & Equipment Portfolio MASSIVE INFRASTRUCTURE 85+ 814+ 6 Expanded 40-feet trailer fleet to haul containers for domestic pick-up and delivery Expanded ISO tank fleet for liquid cargo. Fumigation Power Spray Investor Presentation – Q3FY26 15
Slide 16: Board Of Directors
Board Of Directors Laxmi Narayan Mishra Lalit Panda Madhusmita Mohanty Chairman Managing Director Whole Time Director He holds a postgraduate degree in With over 20+ years of experience in She is a postgraduate in Life Sciences Commerce and brings over 25+ years the logistics industry, he has been w
Slide 17: Certification
Certification Tank Container Development Gla Golden JCTRANS Premium Authorized Economic Partner Networks ISO 9001:2015 Alliance Membership Membership Membership Operator (AEO) Tank Container Fedreation Of Freight Dun & Bradstreet (D&B) International Air Transport Multimodal Development Alliance Forw
Slide 18: Emerging Global Reach
Emerging Global Reach Growing Fleet Size BWL is investing in expanding its transportation capabilities DENMARK CANADA UNITED KINGDOM Compliance with FRANCE Global Standards USA SPAIN ITALY CHINA BWL is A valid participant Quatar in the FIATA Group Bond UAE Program HAITI INDIA HONG KONG MEXICO SAUDI
Slide 19: Our Domestic Presence
Our Domestic Presence PUNJAB Other 1% UTTARAKHAND Karnataka JHARKHAND 1% Delhi 1% UTTAR PRADESH DELHI Uttarakhand 1% RAJASTHAN Uttar Pradesh 4% Andhra Pradesh 3% GUJARAT Rajasthan 5% MADHYA Maharashtra 14% PRADESH Gujarat 28% CHATTISGARH Telangana 41% MAHARASHTRA ODISHA TELENGANA • Achieved ₹196 Cr
Slide 20: Process Description For Work Orders
Process Description For Work Orders 1 2 3 4 5 6 Customer Inquiry Service Request Quotation Quote Preparation & Booking Vendor Co-ordination and Request & Consultation Generation Customer Discussion Confirmation & and Purchase Invoice Documentation Customers approach The operations team Based on carg
Slide 21: Process Description For Freight Forwarding
Process Description For Freight Forwarding STAGE 1 STAGE 2 STAGE 3 STAGE 4 STAGE 5 Order Confirmation Pick-up of Goods Export Customs Clearance Loading / Unloading Final Delivery The freight forwarding Cargo is collected from Export documentation Upon arrival at the After customs process begins with
Slide 22: Clientele
Clientele Investor Presentation – Q3FY26 22
Slide 23: Strategic Overview
Strategic Overview
Slide 24: Our Edge In Logistics
Our Edge In Logistics Strong Client Experienced Diverse Customer Comprehensive Service Domestic & Relationships Leadership Portfolio Offering Global Reach • Long-term partnerships • Guided by promoters with • Serving clients across • Providing End-to-end • Strong network across built on trust and de
Slide 25: Strategic Roadmap for Growth
Strategic Roadmap for Growth Operational Efficiency Relationship Building Quality Commitment Sales & Market Expansion • Strengthen delivery timelines • Foster long-term partnerships • Maintain international • Expand into new markets to with enhanced operational with suppliers and customers service s
Slide 26: Industry Outlook
INDUSTRY OUTLOOK Investor Presentation - H1FY26 26
Slide 27: Global Logistics Industry
Global Logistics Industry Global logistics industry is evolving with technology adoption, digitalization, and integrated supply chain solutions, Global Freight Distribution creating efficiencies in transportation, warehousing, and trade. Growth is driven by booming e-commerce and cross-border trade
Slide 28: Indian Logistics Industry Overview
Indian Logistics Industry Overview INFRASTRUCTURE GOVERNMENT INITIATIVES TECHNOLOGY • Roads: 66.71 lakh km; National Highways • PM GatiShakti: Integrated plan to boost multi- • Technology Adoption: RFID, GPS, blockchain, 1,46,145 km (↑60% since 2014) modal logistics efficiency. AI analytics, and aut
Slide 29: Quarterly Financial Performance
QUARTERLY FINANCIAL PERFORMANCE
Slide 30: Key Financial Highlights
Key Financial Highlights Revenue (INR Lacs) EBITDA (INR Lacs) PAT (INR Lacs) 80.2% 147.1% 149.1% 11,236.6 1,297.1 743.8 6,235.8 520.7 301.0 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Revenue (INR Lacs) EBITDA (INR Lacs) PAT (INR Lacs) 74.5% 152.3% 146.9% 25,063.7 1,606.6 2,857.2 14,365.3 1,157.
Slide 31: Consolidated Income Statement
Consolidated Income Statement Particulars (Rs. Lacs) Q3 FY26 Q3 FY25 Y-o-Y Q2 FY26 Q-o-Q 9M FY26 9M FY25 Y-o-Y Revenue from Operations 11,236.6 6,235.8 80.2% 8,742.0 28.5% 25,063.7 14,365.3 74.5% Operating Expense 9,521.5 5,483.8 7,500.4 20,983.2 12,582.2 Employee Expenses 309.9 144.7 222.2 715.0 32
Slide 32: Historical Financial Performance
HISTORICAL FINANCIAL PERFORMANCE Investor Presentation - H1FY26 32
Slide 33: Segment Wise Revenue Contribution
Segment Wise Revenue Contribution 2024 2025 9M FY26 1.1% 10.6% 8.8% 1.1% 1.1% 9.5% 7.1% 11.3% 12.0% 10,574.78 15,400.42 16,289.00 76.3% 78.1% 83.0% Ocean Freight Surface Freight & Railway Freight Air Freight Custom House Clearance Particulars FY24 % FY25 % 9M FY26 % Ocean Freight 10,574.8 76.3 16,28
Slide 34: Key Financial Highlights
Key Financial Highlights Revenue (INR Lacs) EBITDA (INR Lacs) and EBITDA Margin (%) PAT (INR Lacs) and PAT Margin (%) 25,063.7 1,606.6 19,618.0 2,857.2 1,067.1 13,867.4 1,874.6 9,798.2 6.4% 11.4% 594.0 5.4% 1,050.0 9.6% 383.0 7.6% 154.1 4.3% 3.9% 1.6% FY23 FY24 FY25 9M FY26 FY23 FY24 FY25 9M FY26 FY
Slide 35: Consolidated Income Statement
Consolidated Income Statement Particulars (Rs. Lacs) FY23 FY24 FY25 9M FY26 Revenue from Operations 9,798.2 13,867.4 19,618.0 25,063.7 Operational Expense 9,029.6 12,287.2 16,937.4 20,983.2 Employee Expenses 260.1 387.5 410.5 715.0 Other Expenses 125.5 142.7 395.6 508.3 EBITDA 382.9 1,050.0 1,874.6
Slide 36: Consolidated Balance Sheet
Consolidated Balance Sheet Assets (Rs. Lacs) Mar-23 Mar-24 Mar-25 Sep-25 Equity and Liabilities (Rs. Lacs) Mar-23 Mar-24 Mar-25 Sep-25 Non ‐ Current Assets Shareholders Funds a)Property, plant and equipment and (a) Equity share capital 200.0 200.0 800.0 1,100.0 Intangible Assets (b) Reserve & Surplu
Slide 37: Consolidated Cashflow Statement
Consolidated Cashflow Statement Particulars (Rs. Lacs) Mar-23 Mar-24 Mar-25 Sep-25 Cash Flow from Operating Activities Profit before Tax 205.9 793.8 1,429.5 1,156.1 Adjustment for Non-Operating Items 186.8 263.5 454.4 412.7 Operating Profit before Working Capital Changes 392.7 1057.4 1,883.9 1,568.9
Slide 38: Thank You!
Company Blue Water Logistics Limited CIN: L63030TG2022PLC165815 Email ID: [email protected] Tel: +91 83411 01774 Website: https://bwl.co.in/ Thank You! Investor Relations Partner X-B4 Advisory LLP Rasika Sawant / Aagam Shah Tel: +91 95944 57518 / +91 8850166932 Email ID: [email protected] / [email protected]