S J Logistics (india) Limited · NSE:SJLOGISTIC
S J Logistics (india) — Q2 FY26 Earnings Presentation
43 slides from S J Logistics (india)'s earnings presentation, November 2025
Slide 1: Investor Presentation - November 2025
S J LOGISTICS (INDIA) LIMITED Investor Presentation - August 2025 1 Investor Presentation - November 2025 www.sjlogistics.co.in
Slide 2: Disclaimer
DISCLAIMER This presentation and the accompanying slides have been prepared by S J Logistics (India) Ltd (the “Company”) and have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall not form
Slide 3: Company Overview, Industry Overview, Strategic Overview
Company Overview Industry Overview Strategic Overview Quarterly Financial Performance Historical Financial Performance Investor presentation - May 0 2025 2
Slide 4: SJ Logistics: Powering Supply Chains Since 2000
SJ Logistics: Powering Supply Chains Since 2000 S J Logistics (India) Ltd provides end-to-end logistics and supply chain services, including freight 1 Comprehensive forwarding, custom clearance, multimodal transport, and project cargo handling, with specialization Services in oversized and high-valu
Slide 5: Key Events & Milestone
KEY EVENTS & MILESTONE 11 01 022 033 2 3 2003- 2003-04 2007- 2007-08 2013- 2013-14 Company 04 Obtained08 Importer-Exporter Registered under the14Multimodal Transportation Incorporate Code (IEC). of Goods Act (1993) Company dIncorporated Obtained Importer-Exporter Code Registered under the Multimodal
Slide 6: Diversified Service Portfolio
DIVERSIFIED SERVICE PORTFOLIO 0 5
Slide 7: Global Multi-Modal Logistics Player
Global Multi-Modal Logistics Player 30+ 6 Countries Continents 2,000+ 3 Global Agents Subsidiaries Our extensive network spans across: North America South America Europe 5,000+ 38,910+ Africa Asia Bill of Lading Sq Ft. Middle East Oceania Russia and beyond Issued (FY25) Warehousing In-house Document
Slide 8: Our service offerings
Our service offerings FREIGHT PROJECT & SPECIALIZED NVOCC FORWARDING CARGO Ocean Freight: Strong liner Project Cargo: Handling Dry Containers: Dedicated partnerships, commodity-wise oversized, high-value cargo for NOCC service in Gulf, Upper sales teams, focus on key exports infrastructure and indus
Slide 9: Our service offerings
Our service offerings Custom Clearance: Experienced CHA tie-ups to Strategic Presence: Entered into lease agreement End-to-End Delivery: Facilitating DAP (Delivered at manage end-to-end documentation, duty for a warehouse in Bhiwandi, Thane - a major Place) shipments to landlocked countries. process
Slide 10: Strengthening our footprint with NVOCC capabilities
Strengthening our footprint with nvocc capabilities Asset-Light Expansion Higher Control, Better Margins Entered the NVOCC space to operate as a carrier Direct booking, without owning vessels - documentation, and route enabling international Strategic Partnership control allow us to reduce Operation
Slide 11: Our Direct vessel operations
Our Direct vessel operations • Newly launched Vessel Operations vertical, expanding S J Logistics’ international footprint. Service Highlights • Currently operating chartered vessels across the Red Sea, Mediterranean, Turkish, Libyan & Russian sectors. Commencement • Offers direct connectivity betwe
Slide 12: Successful Transportation of Recent Over-Dimensional Cargo Shipment
Successful Transportation of Recent Over-Dimensional Cargo Shipment • S J Logistics successfully handled the shipment of a used Grove RT990 Rough Terrain Crane from Port Kembla to Ennore. • The cargo was a single, self-propelled unit on rubber tyres, measuring 13.89 x 3.77 x 4.15 meters, weighing 62
Slide 13: End-to-End Project Cargo & ODC Logistics
End-to-End Project Cargo & ODC Logistics Specializing in complex cargo such as earth- moving equipment, transmission towers, ODC, and break-bulk shipments, ensuring smooth logistics for large-scale projects DETAILS OF A FEW PROJECT CARGOS HANDLED Sr No. Scope of Work Cargo Description Destination En
Slide 14: Operational Glimpse: Our Projects
Operational Glimpse: Our Projects Investor Presentation - November 2025 14
Slide 15: Our Management Team
Our Management Team Kulshekhar Kumar Rajen Hasmukhlal Shah Jeet Rajen Shah Whole Time Director Chairman & Managing Director Whole Time Director & CFO • Holds a Master’s degree in International • Chartered Accountant since 1990 with over • Holds a Master’s in Global Business from SP Business Manageme
Slide 16: Certification
Certification Our certifications reflect our commitment to excellence, reliability, and adherence to global logistics and freight forwarding standards KEY CERTIFICATIONS & LICENCES IATA International Air Transport Association JC X2 PREMIUM Elite Investor Presentation - November 2025 16
Slide 17: Clientele Industry
Clientele Industry Yarn & Textile Commodities Automobile Heavy Engineering Goods Power Transmission Pharmaceutical Handicraft Items Iron & Steel Items Rubber Tapes Investor Presentation - November 2025 17
Slide 18: Clientele
Clientele Investor Presentation - November 2025 18
Slide 19: Company Overview, Industry Overview, Strategic Overview
Company Overview Industry Overview Strategic Overview Quarterly Financial Performance Historical Financial Performance Investor presentation - May 0 2025 2
Slide 20: Global Logistics: Scale, Trends & Outlook
Global Logistics: Scale, Trends & Outlook Key Markets: Projected to reach US $14.08 trillion by 2028 at a CAGR of 5.9% Global Freight Model Split • Singapore – Ranked consistently in top 3 of World Bank Logistics Performance Index (LPI) Key global trends: 2% Sea (Ocean) • Germany – Europe's leading
Slide 21: India's Logistics Landscape: Rapid Growth and Structural Reform
India’s Logistics Landscape: Rapid Growth and Structural Reform Indian Logistics Sector Snapshot Building a Backbone: Govt Initiatives Fueling Sector Growth Market Size: ₹13–16 lakh crore (US$160–200B); expected to reach ₹30+ lakh crore Support Infrastructure: (US$380B) by 2025 • GatiShakti: Unified
Slide 22: Fragmentation, Gaps & the $500B Opportunity by 2030
Fragmentation, Gaps & the $500B Opportunity by 2030 Challenges Opportunities • 3PL/4PL penetration is rising at an 8-10% CAGR, expected to reach US$ • 80% of sector unorganized; low digitization and transparency 90– 100Bn by 2027 • Intermediary-heavy model: Multiple handovers → delays, higher costs
Slide 23: Company Overview, Industry Overview, Strategic Overview
Company Overview Industry Overview Strategic Overview Quarterly Financial Performance Historical Financial Performance Investor presentation - May 0 2025 2
Slide 24: Expanding Capabilities, Markets, and Client Reach
Expanding Capabilities, Markets, and Client Reach Strong Growth Momentum in NVOCC Expanding Warehousing & Infrastructure Footprint Deepening PSU & Strategic Client Relationships Expanded global liner network across the Middle East, Red Sea, To meet the rising demand for rapid delivery and local stor
Slide 25: Foundation of Strength: What Sets Us Apart
Foundation of Strength: What Sets Us Apart Asset-Light, Scalable Business Model With operations since 1999, the company has built a trusted presence in the logistics industry through strategic The company’s asset-light model allows for cost- efficiency, expansion and market adaptability. Milestones l
Slide 26: Company Overview, Industry Overview, Strategic Overview
Company Overview Industry Overview Strategic Overview Quarterly Financial Performance 26 Investor presentation - May 0 2025 2
Slide 27: Quarterly Financial Performance
Quarterly Financial Performance Revenue (INR Lacs) EBITDA (INR Lacs) PAT (INR Lacs) +26.5% +61.4% +42.5% 2,841.6 15,713.6 1,812.2 12,419.9 1,271.9 1,760.3 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Investor Presentation - November 2025 27
Slide 28: Half-Yearly Financial Performance
Half-Yearly Financial Performance Revenue (INR Lacs) EBITDA (INR Lacs) PAT (INR Lacs) +25.8% +59.6% +38.1% 3,238.0 28,289.7 5,063.5 22,491.0 2,344.5 3,173.5 H1 FY25 H1 FY26 H1 FY25 H1 FY26 H1 FY25 H1 FY26 Segmental Performance Ocean Cargo NVOCC Air Cargo +12.8% The Air Cargo division registered +142
Slide 29: Quarterly Consolidated Income Statement
Quarterly Consolidated Income Statement Particulars (Rs. Lacs) Q2 FY26 Q2 FY25 Y-o-Y Q1 FY26 Q-o-Q H1 FY26 H1 FY25 Y-o-Y Revenue from Operations 15,713.6 12,419.9 26.5% 12,576.0 24.9% 28,289.7 22,491.0 25.8% Purchase of Services 12,237.7 10,076.3 9,870.2 22,107.9 18,325.1 Employee Expenses 327.4 212
Slide 30: Quarterly Standalone Income Statement
Quarterly Standalone Income Statement Particulars (Rs. Lacs) Q2 FY26 Q2 FY25 Y-o-Y Q1 FY26 Q-o-Q H1 FY26 H1 FY25 Y-o-Y Revenue from Operations 10,339.1 8,260.2 25.2% 8,221.1 25.8% 18,560.2 14,541.2 27.6% Purchase of Services 8,225.4 6,901.9 6,526.7 14,752.1 12,166.6 Employee Expenses 170.9 114.6 153
Slide 31: Consolidated Balance Sheet
Consolidated Balance Sheet Assets (Rs. Lacs) Sept-25 Mar-25 Equity & Liabilities (Rs. Lacs) Sept-25 Mar-25 Non ‐ Current Assets Shareholders Funds (a) Equity share capital 1,529.3 1,524.3 a)Property, plant and equipment and Intangible Assets (b) Other equity 24,033.5 20,221.8 i)Tangible Assets 6,281
Slide 32: Standalone Balance Sheet
Standalone Balance Sheet Assets (Rs. Lacs) Sept-25 Mar-25 Equity & Liabilities (Rs. Lacs) Sept-25 Mar-25 Non ‐ Current Assets Shareholders Funds (a) Equity share capital 1,529.3 1,524.3 a)Property, plant and equipment and Intangible Assets (b) Other equity 17,735.7 15,810.0 i)Tangible Assets 5,397.7
Slide 33: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Particulars (Rs. Lacs) Sept-25 Mar-25 Cash Flow from Operating Activities Profit before Tax 4,162.2 6,818.9 Adjustment for Non-Operating Items 1,019.6 837.4 Operating Profit before Working Capital Changes 5,181.8 7,656.3 Changes in Working Capital -4,336.3 -11,974.0
Slide 34: Standalone Cash Flow Statement
Standalone Cash Flow Statement Particulars (Rs. Lacs) Sept-25 Mar-25 Cash Flow from Operating Activities Profit before Tax 2,312.1 3,845.5 Adjustment for Non-Operating Items 800.6 621.0 Operating Profit before Working Capital Changes 3,112.7 4,466.5 Changes in Working Capital -2,589.9 -9,045.6 Cash
Slide 35: Company Overview, Industry Overview, Strategic Overview
Company Overview Industry Overview Strategic Overview Quarterly Financial Performance Historical Financial Performance Investor presentation - May 0 2025 2
Slide 36: Key Financial Ratios
Key Financial Ratios Revenue (INR Lacs) EBITDA (INR Lacs) and EBITDA Margin (%) PAT (INR Lacs) and PAT Margin (%) 50,249.0 7,539.1 5,249.5 17.9% 11.4% 10.4% 27,086.0 28,289.7 3,238.0 5,063.5 2,943.2 2,261.1 14,885.3 15.0% 10.9% 1,268.2 826.1 8.3% 8.5% 5.5% FY23 FY24 FY25 H1 FY26 FY23 FY24 FY25 H1 FY
Slide 37: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (Rs. Lacs) FY23 FY24 FY25 H1 FY26 Revenue from Operations 14,885.3 27,086.0 50,249.0 28,289.7 Purchase of Services 12,439.3 22,658.4 40,781.3 22,107.9 Employee Expenses 637.2 612.3 933.9 597.2 Other Expenses 540.6 872.1 994.7 521.1 EBITDA 1,268.2
Slide 38: Historical Standalone Income Statement
Historical Standalone Income Statement Particulars (Rs. Lacs) FY23 FY24 FY25 H1 FY26 Revenue from Operations 10,770.7 14,871.4 33,119.7 18,560.2 Purchase of Services 9,603.9 12,557.7 27,333.2 14,752.1 Employee Expenses 293.1 278.5 539.0 323.9 Other Expenses 336.7 670.9 832.5 396.9 EBITDA 537.0 1,364
Slide 39: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Assets (Rs. Lacs) Mar-23 Mar-24 Mar-25 Sept-25 Equity & Liabilities (Rs. Lacs) Mar-23 Mar-24 Mar-25 Sept-25 Non ‐ Current Assets Shareholders Funds (a) Equity share capital 295.2 1,448.3 1,524.3 1,529.3 a)Property, plant and equipment and Intangible Assets (b) O
Slide 40: Historical Standalone Balance Sheet
Historical Standalone Balance Sheet Assets (Rs. Lacs) Mar-23 Mar-24 Mar-25 Sept-25 Equity & Liabilities (Rs. Lacs) Mar-23 Mar-24 Mar-25 Sept-25 Non ‐ Current Assets Shareholders Funds (a) Equity share capital 295.2 1,448.3 1,524.3 1,529.3 a)Property, plant and equipment and Intangible Assets (b) Oth
Slide 41: Historical Consolidated Cash Flow Statement
Historical Consolidated Cash Flow Statement Particulars (Rs. Lacs) Mar-23 Mar-24 Mar-25 Sept-25 Cash Flow from Operating Activities Profit before Tax 1,043.2 2,867.2 6,818.9 4,162.2 Adjustment for Non-Operating Items 356.8 138.0 837.4 1,019.6 Operating Profit before Working Capital Changes 1,400.0 3
Slide 42: Historical Standalone Cash Flow Statement
Historical Standalone Cash Flow Statement Particulars (Rs. Lacs) Mar-23 Mar-24 Mar-25 Sept-25 Cash Flow from Operating Activities Profit before Tax 319.8 1,329.9 3,845.5 2,312.1 Adjustment for Non-Operating Items 287.0 94.6 621.0 800.6 Operating Profit before Working Capital Changes 606.9 1,424.5 4,
Slide 43: Thank You
Thank You COMPANY INVESTOR RELATIONS PARTNER S J Logistics (India) Ltd X - B4 Advisory LLP CIN: U63000MH2003PLC143614 RSVP: Rasika Sawant/ Gautam Kothari Email ID: info@sjl.co.in Tel: +91 95944 57518 / +91 79776 16640 Tel: +91-022-6198 2800 Email ID: rasika@x-b4.com / gautam@x-b4.com Website: www.sj
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