Ashwini Container Movers Limited · NSE:ASHWINI
Ashwini Container Movers — Investor Presentation (March 2026)
22 slides from Ashwini Container Movers's investor presentation, Mar 6, 2026
Slide 1: Regulation 30 disclosure cover letter to NSE
Date: March 06, 2026 To, The Manager, Listing Department, National stock Exchange of India Limited, Exchange Plaza, C-1 Block ‘G’, Bandra Kurla Complex, Bandra (E), Mumbai- 400051 NSE Symbol: ASHWINI Subject: Investor Presentation – Disclosure under Regulation 30 of SEBI (LODR) Regulations, 2015. De
Slide 2: Ashwini Container Movers Ltd Investor Presentation March 2026
Ashwini Container Movers Ltd Investor Presentation 1 March 2026
Slide 3: About Us
About Us Moving Beyond Aggregation: Delivering Reliability through 100% Fleet Ownership. Ashwini Container Movers Limited (“ACML”) is an asset- led second-party logistics (2PL) operator focused on containerised cargo movement across India’s key EXIM corridors. The Company has built scale through own
Slide 4: ACML's 2PL Model
Understanding the 2PL Business Model Asset ownership creates a structurally stronger logistics platform ACML’s 2PL Model Traditional Transport Model ✓ Centralised fleet ownership o Fragmented, small fleet ownership ✓ Standardised service delivery o Inconsistent service quality ✓ Long-term customer r
Slide 5: Business Model Overview
Business Model Overview A scalable, repeatable, asset-led operating model ACML owns and operates a fleet of container vehicles Deploy Owned Fleet Cash flows reinvested into fleet Consistent • Fleet deployed across Reinvest in OPERATING Route Utility expansion and balance sheet repeat EXIM routes Ass
Slide 6: Anchored at India's Largest Container Gateways
Strategic Port-Led Operating Model Anchored at India’s Largest Container Gateways ACML Parameter Port-Centric Model Non-Port Domestic Model JNPT (Nhava Sheva) — India’s Largest Container Port Demand Driver EXIM Trade Volumes Regional Freight Demand ~6.0–6.5 million TEUs annual capacity Volume Predic
Slide 7: End-Market Diversification
END-MARKET DIVERSIFICATION Delivering customised container solutions across a broad B2B client base The strategic advantage of this diversification lies in ACML’s The Company currently serves more than six distinct industries ability to align specialized container types with the distinct operational
Slide 8: Reefer and Non-Reefer Containers
NON-REEFER REEFER
Slide 9: Technology as an Efficiency Multiplier, Not a Cost Centre
Technology as an Efficiency Multiplier, Not a Cost Centre Digitally enabled fleet orchestration to improve utilization, control and margin resilience Operational Levers Enabled by Technology Fleet Routine Operational Lever Business Impact Tracking Planning GPS-based fleet Improved dispatch monitorin
Slide 10: Growth Strategy
Growth Strategy 9
Slide 11: Disciplined, Execution-Led Expansion
DISCIPLINED, EXECUTION-LED EXPANSION Scaling through targeted capacity addition, asset velocity, and rigorous margin control. ACML’s growth strategy is deliberately focused and execution-driven, maximizing the potential of our proven 2PL model. By concentrating our capital and operational bandwidth
Slide 12: Scaling the Core: Fleet Growth with Improving Asset Productivity
Scaling the Core: Fleet Growth with Improving Asset Productivity Expanding capacity while structurally improving utilisation metrics Fleet Size Trip Days Per vehicle ACML’s core growth lever remains disciplined fleet 312 3,51 3,48 3,46 3,66 expansion aligned with volume visibility from port- 244 266
Slide 13: Entry into High-Frequency Port Terminal Operations
Entry into High-Frequency Port Terminal Operations Enhancing revenue visibility and asset productivity ACML is transitioning from a port-connected transporter to a port-integrated logistics operator. The Company’s entry into intra-port logistics operations at JNPT STRATEGIC IMPLICATION represents a
Slide 14: Structural Margin Expansion Through Mix & Operational Discipline
Structural Margin Expansion Through Mix & Operational Discipline Enhancing profitability per asset beyond pure volume growth While scale supports operating leverage, ACML’s margin expansion is increasingly driven by structural efficiency improvements. A key focus area is route density optimisation a
Slide 15: Industry Dynamics & Key Team
Fragmented Market Asset Discipline Fragmented Market Industry Dynamics & 14 Key Team
Slide 16: Structural Policy Support Accelerating Formalisation of India's Logistics Sector
Structural Policy Support Accelerating Formalisation of India’s Logistics Sector Infrastructure investment, digitalisation and port-led • India’s logistics sector is undergoing structural transformation growth enhancing operating efficiency and demand driven by infrastructure expansion, policy refor
Slide 17: Key Team
Key Team Mr Govind Sable Mr Bhaskar Pawar Mr Sainath Pawar Mr Amol Dere Managing Director Whole-Time Director CEO & Exe. Director CFO Ms Kalpana Nikam Mr Keyur Shah Ms Namrata Jage 16 Independent Director Independent Director Independent Director
Slide 18: Financials
Financials 17
Slide 19: Financials – Profit & Loss
Financials – Profit & Loss Particulars (₹ Cr) FY22 FY23 FY24 FY25 H1FY26 Revenue 58.14 76.87 78.77 94.12 54.90 Other Income 0.38 0.29 0.49 1.94 0.96 Total Income 58.52 77.16 79.26 96.06 55.86 Expenses Cost of Services 45.62 58.73 58.46 61.72 32.39 Employee 3.06 4.69 5.06 5.41 2.78 Other Expenses 1.2
Slide 20: Financials – Balance Sheet
Financials – Balance Sheet Particulars FY22 FY23 FY24 FY25 H1FY26 Equity Capital 0.25 0.25 0.25 10.00 10.00 Reserves 5.66 7.76 9.14 10.84 20.40 Borrowings 34.90 47.39 58.70 62.58 74.90 Other Liabilities 6.26 10.71 10.22 18.04 15.91 Total Liabilities 47.07 66.11 78.31 101.46 121.21 Fixed Assets 27.29
Slide 21: Financials – At Glance
Financials – At Glance ₹ Crs Revenue EBITDA & EBITDA Margins (%) PAT 94,1 24,9 78,8 34,6% 11,5 76,9 19,0 9,9 26,4% 54,9 13,6 12,2 17,3% 15,8% 2,1 1,4 FY23 FY24 FY25 H1FY26 FY23 FY24 FY25 H1FY26 EBITDA EBITDA Margin FY23 FY24 FY25 H1FY26 Debt Equity Wcap Days RoCE 6,25% 5,91% FY23 FY24 FY25 H1FY26 25
Slide 22: Thank You
THANK YOU 022 2742 0030 compliance@ashwinimovers.com +91 98202 80325 mehul@dissero.co.in 21
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