Blue Water Logistics Limited · NSE:BLUEWATER

Blue Water Logistics — H1 FY27 Earnings Presentation

28 slides from Blue Water Logistics's earnings presentation, Nov 8, 2026

  1. Slide 1: Letter to NSE: Investor Presentation Q2/H1-FY27

    BLUE WATER LOGISTICS LIMITED (Formerly known as Blue Water Logistics Private Limited) CIN: L63030TG2022PLC165815 Registered Office: 8-2-270/B/1/2, Block-3, 4th Floor, Uptown Banjara, Road No. 3, Banjara Hills, Hyderabad-500034, Telangana, India. Email id: info@bwl.co.in Contact No: 8341101774 Websit

  2. Slide 2: Blue Water Logistics Ltd Investor Presentation – November 2026

    Blue Water Logistics Ltd Investor Presentation – November 2026 Investor Presentation – Q1 FY27

  3. Slide 3: Disclaimer

    Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by “Blue Water Logistics Limited” (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any

  4. Slide 4: Company Overview

    Company Overview Investor Presentation – Q1 FY27

  5. Slide 5: Blue Water Logistics At A Glance

    Blue Water Logistics At A Glance Empowering Global Logistics Through Scale, Growth & Value Creation. 10 States Hyderabad 1,708+ 150+ Presence in Headquartered in ISO Tank Container Containers Trailers 3,000+ 28+ 1,500+ 483 Crs Dry Container Reach in H1 FY27 Clients Boxes countries Revenue 59 Crs 30

  6. Slide 6: About - Blue Water Logistics

    About - Blue Water Logistics • 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 tra

  7. Slide 7: Core Capabilities Driving Long-Term Value Creation

    Core Capabilities Driving Long-Term Value Creation Strong Revenue Growth Reputed Clientele Revenue reached INR 483.3 Cr in H1 FY27, surpassing 01 02 Welspun, Yokohama, HSIL, Maxfit & many such companies FY26 revenue of INR 386 Cr by 25.2%. PAT grew 19.9% to INR 30 Cr, compared to INR 25 Cr in FY26.

  8. Slide 8: Our Key Milestones

    Our Key Milestones Over the years, BWL has established itself as a trusted integrated logistics partner with end-to-end multimodal capabilities, a strong global partner network, and a consistent focus on quality, compliance, and customer-centric solutions. 2025 Got listed on the stock 2023 exchange

  9. Slide 9: End-to-End Logistics - One Roof, Six Capabilities

    End-to-End Logistics - One Roof, Six Capabilities Nvocc Tank Surface And Ocean Freight Container Railway Freight Logistics Other Value- Customs House Air Freight added Services Agent Investor Presentation – Q1 FY27 Q2/H1-FY27 8

  10. Slide 10: Strong Asset Base Supporting Scalable Operations

    Strong Asset Base Supporting Scalable Operations 150+ MASSIVE INFRASTRUCTURE 1,708+ 3,000+ Expanded 40-feet trailer fleet to haul containers for domestic pick-up and Expanded ISO tank fleet for liquid Diversified NVOCC operations into dry delivery cargo. cargo containers. Investor Presentation – Q1

  11. Slide 11: Reputed Customers Driving Secured Growth

    Reputed Customers Driving Secured Growth Investor Presentation – Q1 FY27 Q2/H1-FY27 10

  12. Slide 12: Strengthening Worldwide Connectivity

    Strengthening Worldwide Connectivity Growing Fleet Size BWL is investing in expanding its transportation capabilities DENMARK CANADA UNITED KINGDOM Compliance with FRANCE Global Standards USA SPAIN ITALY BWL is a participant in CHINA the FIATA Group Bond Quatar Program UAE HAITI INDIA HONG KONG MEXI

  13. Slide 13: Expanding Nationwide Footprint Driving Growth

    Expanding Nationwide Footprint Driving Growth State-wise Revenue Contribution for FY26 PUNJAB Other 7% Karnataka 2% UTTARAKHAND Rajasthan 2% UTTAR PRADESH DELHI Delhi 4% JHARKHAND RAJASTHAN Tamil Nadu 6% Andhra Pradesh 6% GUJARAT Maharashtra 16% MADHYA Gujarat 17% PRADESH Telangana 40% CHATTISGARH M

  14. Slide 14: Experienced Promoter Leadership

    Experienced Promoter Leadership Laxmi Narayan Mishra Lalit Panda Madhusmita Mohanty Chairman Managing Director Whole Time Director He holds a postgraduate degree in With over 22+ years of experience in the She is a postgraduate in Life Sciences Commerce and brings over 26+ years of logistics industr

  15. Slide 15: Partner Networks & Accreditations

    Partner Networks & Accreditations 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 Devel

  16. Slide 16: Strategic Roadmap for Growth

    Strategic Roadmap for Growth Our strategic pillars drive operational excellence today and pave the way for sustainable growth tomorrow Operational Efficiency Relationship Building Quality Commitment Sales & Market Expansion • Strengthen delivery • Foster long-term • Maintain international • Expand i

  17. Slide 17: Industry Outlook

    Industry Outlook Investor Presentation – Q1 FY27

  18. Slide 18: Global Logistics Industry

    Global Logistics Industry Global Freight Distribution • Global logistics industry is evolving with technology adoption, digitalization, and integrated supply chain solutions, creating efficiencies in transportation, warehousing, and trade. ~90% of • Growth is driven by booming e-commerce and cross-b

  19. Slide 19: Indian Logistics Industry Overview

    Indian Logistics Industry Overview INFRASTRUCTURE GOVERNMENT POLICY TECHNOLOGY Massive Infrastructure Build - Policy Pushing Business Toward Tech is Cutting Costs & More Routes, More Freight Organised Players Like BWL Boosting Margins Sector-Wide National Highways expanded 60% since 2014 - 1.48 PM G

  20. Slide 20: Quarterly Financial Performance

    Quarterly Financial Performance Investor Presentation – Q1 FY27

  21. Slide 21: Key Financial Highlights

    Key Financial Highlights Revenue (INR Lacs) EBITDA (INR Lacs) PAT (INR Lacs) 211.2% 213.8% 292.0% 27,207.0 3,544.2 1,599.9 Q2 FY27 8,742.0 509.9 904.2 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Revenue (INR Lacs) EBITDA (INR Lacs) PAT (INR Lacs) 249.5% 247.4% 278.4% 48,329.3 5,902.9 2,997.2 H1

  22. Slide 22: Consolidated Income Statement

    Consolidated Income Statement Particulars (Rs. Lacs) Q2 FY27 Q2 FY26 Y-o-Y Q1 FY27 Q-o-Q H1 FY27 H1 FY26 Y-o-Y Revenue from Operations 27,207.0 8,742.0 211.2% 21,122.3 28.8% 48,329.3 13,827.1 249.5% Operating Expense 22,451.8 7,375.4 18,031.6 40,483.4 11,461.7 Employee Expenses 681.8 222.2 566.2 1,2

  23. Slide 23: Consolidated Balance Sheet

    Consolidated Balance Sheet Assets (Rs. Lacs) Sep-26 Mar-26 Equity and Liabilities (Rs. Lacs) Sep-26 Mar-26 Non ‐ Current Assets Shareholders Funds a)Property, plant and equipment and Intangible (a) Equity share capital 1,100.0 1,100.0 Assets (b) Reserve & Surplus 10,006.8 7,009.6 i) Tangible Assets

  24. Slide 24: Consolidated Cashflow Statement

    Consolidated Cashflow Statement Particulars (Rs. Lacs) Sep-26 Mar-26 Cash Flow from Operating Activities Profit before Tax 4,020.5 1,156.1 Adjustment for Non-Operating Items 1,913.1 412.7 Operating Profit before Working Capital Changes 5,933.6 1,568.9 Changes in Working Capital -15,831.7 -3,170.7 Ca

  25. Slide 25: Historical Financial Performance

    Historical Financial Performance Investor Presentation – Q1 FY27

  26. Slide 26: Segment Wise Revenue Contribution

    Segment Wise Revenue Contribution FY25 FY26 H1 FY27 3.0% 0.6% 8.8% 1.1% 13.0% 20.3% 7.1% 6.0% 3.0% 8.0% 8.2% 16,289.00 16,289.00 70.0% 67.9% 83.0% Ocean Freight NVOCC Surface Freight & Railway Freight Air Freight Custom House Clearance Particulars FY25 % FY26 % H1 FY27 % Ocean Freight 16,289.0 83.0

  27. Slide 27: Key Financial Highlights

    Key Financial Highlights Revenue (INR Lacs) EBITDA (INR Lacs) and EBITDA Margin (%) PAT (INR Lacs) and PAT Margin (%) 48,329.3 5,902.9 2,997.2 38,602.1 2,520.7 4,397.3 G 19,618.0 13,867.4 1,880.0 9,798.2 11.4% 12.2% 1,067.1 1,050.0 6.5% 6.2% 383.0 594.0 7.6% 9.6% 3.9% 154.1 4.3% 5.5% FY23 FY24 FY25

  28. Slide 28: Thank You!

    Thank You! Company Blue Water Logistics Limited CIN: L63030TG2022PLC165815 Email ID: INFO@BWL.CO.IN Tel: +91 83411 01774 Website: https://bwl.co.in/ Investor Relations Partner X-B4 Advisory LLP Rasika Sawant / Aagam Shah Tel: +91 95944 57518 / +91 8850166932 Email ID: rasika@x-b4.com / aagam@x-b4.co

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