Sector concallsLogistics & Transportation
- Aegis Logistics Limited
- Aegis Vopak Terminals Limited
- Allcargo Global Limited
- Allcargo Logistics Limited
- AVG Logistics Limited
- Ecos (India) Mobility & Hospitality Limited
- Flomic Global Logistics Ltd
- Glottis Limited
- Indian Railway Catering And Tourism Corporation Limited
- Knowledge Marine & Engineering Works Limited
- LEAP India Limited
- Shiprocket Limited
- Skyways Air Services Limited
- TVS Supply Chain Solutions Limited
- Western Carriers (India) Limited
Skyways reported Q1 FY27 operating revenue of INR1,216.53 crores on 23% air cargo volume growth with fuel-driven yield gains, while retaining its number one air forwarder position in India.
- Operating revenue
- ₹1,216.53 Cr+90.4%
- Operating EBITDA
- ₹50.12 Cr+83.5%
FY2025-26 revenue rose to INR2,058 crores with EBITDA of INR233 crores as Allcargo integrated express distribution and consultative logistics under its Vision 2030 model.
- Revenue from operation
- ₹2,058 Cr
- EBITDA
- ₹233 Cr+16%
Q1 FY27 revenue grew nearly 34% to INR592 crores on 36% transaction growth, with core up 22% and emerging up 70%, while contribution margin outgrew revenue and adjusted EBITDA rose to INR8.9 Crore.
- Revenue from operations
- ₹592 Cr+34% YoY
- Core revenue
- ₹412 Cr+22% YoY
LEAP India's maiden post-listing Q1 FY27 delivered 19% income growth with EBITDA margin at 53.5% on pooling demand and 48 new customer wins, while guiding to 20% plus annual growth.
- Total income
- ₹213.4 Cr+19%
- EBITDA
- ₹114.1 Cr+21% YoY
Knowledge Marine started FY27 with explosive growth driven by high-margin dredging project execution, raised its full-year revenue guidance, and is investing heavily to scale its dredging fleet and shipbuilding platform.
- Revenue from Operations
- ₹115.41 Cr138%
- EBITDA
- ₹73.41 Cr258%
AVG Logistics delivered stronger profit growth than revenue in Q1, fueled by operational efficiencies and asset utilization, while expanding into higher-margin specialized logistics and securing new long-term contracts.
- Revenue from Operations
- ₹132.48 Cr5.97%
- PAT
- ₹6.46 Cr29.98%
The company delivered robust revenue and profit growth driven by a strong 37% surge in domestic container volumes, helping offset ongoing challenges in the EXIM market.
- Revenue
- ₹465 Cr12%
- EBITDA
- ₹19 Cr
The company reported sequential improvement in volumes and yields, reducing losses despite geopolitical headwinds, while focusing on cost control and operational efficiency.
- Revenue
- ₹3,522 Cr5.8% YoY, 20.8% QoQ
- Gross Profit
- ₹733 Cr2.5% YoY, 6.5% QoQ
Aegis delivered a record quarter driven by exceptional growth in its Gas division, significant infrastructure expansions, and a strong start to its new ammonia business.
- Profit After Tax (PAT)
- ₹545 Cr212%
- Normalized EBITDA
- ₹727 Cr184%
The quarter was driven by strong 31% liquid terminaling revenue growth and strategic capacity expansion announcements, positioning the company to capitalize on India's energy logistics demand.
- Revenue from Operations
- ₹233.8 Cr12.4%
- Operating EBITDA
- ₹179.4 Cr15.6%
IRCTC delivered resilient revenue growth of 18.10% driven by strong catering and tourism segments, despite a slight EBITDA margin decline.
- Profit After Tax
- ₹330 Cr
- Revenue from Operations
- ₹1,370 Cr18.10%
Flomic reported strong revenue and EBITDA growth in Q1 FY27, driven by freight rate increases and an improved service mix, while maintaining a disciplined focus on profitable growth.
- Revenue from Operations
- ₹120 Cr18.4%
- EBITDA
- ₹11.21 Cr68%
Healthy revenue and volume growth was offset by intense competitive pricing pressure, particularly in the ETS segment, leading to a significant margin contraction and a reduction in full-year EBITDA margin guidance.
- Revenue
- ₹211.37 Cr16.7%
- EBITDA
- ₹21.85 Cr-0.3%
TVSSCS delivered record quarterly revenue and new business wins, with both segments showing strong growth and a clear path to improved profitability.
- Consolidated Revenue
- ₹3,335.2 Cr28.7%
- Adjusted EBITDA
- ₹232.2 Cr34%
Revenue grew 39.5% year-on-year through better realizations and a diversifying business mix, though margins were impacted by higher operating costs and lower container throughput.
- Revenue
- ₹234.5 Cr39.5%
- EBITDA
- ₹16.3 Cr