Blue Water Logistics Limited · NSE:BLUEWATER
Blue Water Logistics — H1 FY26 Earnings Presentation
41 slides from Blue Water Logistics's earnings presentation, Nov 20, 2025
Slide 1: Blue Water Logistics Limited – Investor Presentation H1-FY26 cover letter
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
Slide 2: Blue Water Logistics Ltd Investor Presentation – Nov 2025
Blue Water Logistics Ltd Investor Presentation – Nov 2025
Slide 3: Index
Index COMPANY OVERVIEW BUSINESS OVERVIEW INDUSTRY OUTLOOK STRATEGIC VISION FINANCIAL OVERVIEW Investor Presentation - H1FY26 2
Slide 4: Company Overview
COMPANY OVERVIEW Investor Presentation - H1FY26 3
Slide 5: Company Snapshot
Company Snapshot 10 Hyderabad 814 71+ Presence in states Headquartered in ISO Tank Containers Fleet Size (Container Trailer) 14 800+ 13,827.1 1,560.1 Reach in countries Clients Revenue (in Rs. Lakhs) EBIT (in Rs. Lakhs) H1 FY26 H1 FY26 862.8 8.66 32.3% 117.1% PAT (in Rs. Lakha) EPS 3 Year Revenue CA
Slide 6: 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 7: Business Journey
Business Journey 2010 2022 2023 2025 Established as a partnership Converted into a Private Granted Certificate of Registration Entered an exclusive air cargo firm under the name “M/s. Limited Company – Blue as a Multimodal Transport partnership with Turkish Airlines and Blue Water Logistics” Water L
Slide 8: Business Overview
Business Overview Investor Presentation - H1FY26 7
Slide 9: 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 - H1FY26 8
Slide 10: 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 11: 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 12: 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 13: 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 14: 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 15: 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 16: Equipment's
Equipment's Expanded ISO tank fleet for 814+ liquid cargo. Expanded 40-feet trailer fleet to 71+ haul containers for domestic 6 Fumigation Power Spray pick-up and delivery Investor Presentation - H1FY26 15
Slide 17: 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 18: Certification
Certification TANK CONTAINER DEVELOPMENT GLA GOLDEN JCTRANS PREMIUM ISO 9001:2015 ALLIANCE MEMBERSHIP MEMBERSHIP MEMBERSHIP Partner Networks FEDREATION OF FREIGHT INTERNATIONAL AIR TRANSPORT TANK CONTAINER DEVELOPMENT MULTIMODAL TRANSPORT FORWARDERS’ ASSOCIALTION ASSOCIATION (IATA) ALLIANCE MEMBERSH
Slide 19: Emerging Global Reach
Emerging Global Reach Growing Fleet Size BWL is investing in expanding its transportation capabilities CANADA DENMARK Compliance with FRANCE Global Standards USA SPAIN CHINA BWL is A valid participant in the FIATA Group Bond UAE Program INDIA HONG KONG MEXICO SRI LANKA SINGAPORE Existing Presence Re
Slide 20: Our Domestic Presence
Our Domestic Presence PUNJAB Other 1% JHARKHAND UTTARAKHAND Karnataka 1% Delhi 1% UTTAR PRADESH DELHI Uttarakhand 1% RAJASTHAN Uttar Pradesh 4% Andhra Pradesh 3% GUJARAT Rajasthan 5% Maharashtra 14% MADHYA PRADESH Gujarat 28% Telangana 41% CHATTISGARH 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,00
Slide 21: 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 Investor Presentation - H1FY26 20
Slide 22: Process Description For Freight Forwarding
Process Description For Freight Forwarding STAGE 1 STAGE 2 STAGE 3 STAGE 4 STAGE 5 Order Pick-up of Customs Loading / Final Confirmation Goods Verification Unloading Delivery Investor Presentation - H1FY26 21
Slide 23: Clientele
Clientele Investor Presentation - H1FY26 22
Slide 24: Strategic Overview
Strategic Overview Investor Presentation - H1FY26 23
Slide 25: 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 26: 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 27: Industry Outlook
INDUSTRY OUTLOOK Investor Presentation - H1FY26 26
Slide 28: 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 29: 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 30: Half-Yearly Financial Performance
HALF-YEARLY FINANCIAL PERFORMANCE Investor Presentation - H1FY26 29
Slide 31: Key Financial Highlights
Key Financial Highlights Revenue (INR Lacs) EBITDA (INR Lacs) PAT (INR Lacs) 70.1% 157.0% 145.2% 13,827 863 1,560 8,130 636 336 H1 FY25 H1 FY26 H1 FY25 H1 FY26 H1 FY25 H1 FY26 EBITDA Margins (In %) PAT Margins (In %) 11.3% 6.2% 7.8% 4.1% H1 FY25 H FY26 H1 FY25 H1 FY26 Investor Presentation - H1FY26
Slide 32: Consolidated Income Statement
Consolidated Income Statement Particulars (Rs. Lacs) H1 FY26 H1 FY25 Y-o-Y H2 FY25 H-o-H Revenue from Operations 13,827.1 8,129.5 70.1% 11,488.6 20.4% Operating Expense 11,461.7 7,098.5 9,838.9 Employee Expenses 405.1 181.9 219.4 Other Expenses 400.1 212.7 186.7 EBITDA 1,560.1 636.4 145.2% 1,243.6 2
Slide 33: Consolidated Balance Sheet
Consolidated Balance Sheet Assets (Rs. Lacs) Mar-25 Sep-25 Equity and Liabilities (Rs. Lacs) Mar-25 Sep-25 Non ‐ Current Assets Shareholders Funds a)Property, plant and equipment and Intangible Assets (a) Equity share capital 1,100.0 800.0 i) Tangible Assets 1,648.1 623.5 (b) Reserve & Surplus 5,354
Slide 34: Consolidated Cashflow Statement
Consolidated Cashflow Statement Particulars (Rs. Lacs) Mar-25 Sep-25 Cash Flow from Operating Activities Profit before Tax 1,429.5 1,156.1 Adjustment for Non-Operating Items 454.4 412.7 Operating Profit before Working Capital Changes 1,883.9 1,568.9 Changes in Working Capital -2,786.8 -2,960.8 Cash
Slide 35: Historical Financial Performance
HISTORICAL FINANCIAL PERFORMANCE Investor Presentation - H1FY26 34
Slide 36: Segment Wise Revenue Contribution
Segment Wise Revenue Contribution 2024 2025 H1 FY26 1,473.57 41,415.44 1,723.07 3240.71 153.34 215.41 21,029.57 1,390.56 1,665.68 10,574.78 15,400.42 16,289.00 111,141.38 10,574.78 16,289.00 Ocean Freight Surface Freight & Railway Freight Air Freight Custom House Clearance Particulars FY24 % FY25 %
Slide 37: Key Financial Highlights
Key Financial Highlights Revenue (INR Lacs) EBITDA (INR Lacs) and EBITDA Margin (%) PAT (INR Lacs) and PAT Margin (%) 19,618 1,067 863 13,867 13,827 1,875 1,560 6.2% 9,798 594 5.4% 1,050 11.3% 9.6% 7.6% 4.3% 383 154 3.9% 1.6% FY23 FY24 FY25 H1 FY26 FY23 FY24 FY25 H1 FY26 FY23 FY24 FY25 H1 FY26 ROE (
Slide 38: Consolidated Income Statement
Consolidated Income Statement Particulars (Rs. Lacs) FY23 FY24 FY25 H1 FY26 Revenue from Operations 9,798.2 13,867.4 19,618.0 13827.1 Operational Expense 9,029.6 12,287.2 16,937.4 11461.7 Employee Expenses 260.1 387.5 410.5 405.1 Other Expenses 125.5 142.7 395.6 400.1 EBITDA 382.9 1,050.0 1,874.6 15
Slide 39: 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 40: 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 41: Thank You!
Company Blue Water Logistics Limited CIN: L63030TG2022PLC165815 Email ID: INFO@BWL.CO.IN 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: rasika@x-b4.com / aagam@x-b4.co