BLACKBUCK LIMITED

During the Q1 FY27 earnings conference call held on July 29, 2026, management reported a total income growth of 38% year-on-year, with EBITDA increasing by 23% and PAT rising by 25%, reaching 42 crores. The company noted a 13% growth in monthly average transacting customers, totaling approximately 900,000. Key performance indicators showed a 16% year-on-year growth in gross tolling value, despite some macro headwinds affecting logistics. Management highlighted a strong performance in the telematics segment, achieving record sales of new devices. The super loads business experienced a sequential growth acceleration of 44%. Management emphasized the importance of AI in enhancing operational efficiency and productivity. They also addressed concerns regarding competition, viewing new entrants positively as a means to drive industry growth. Overall, the company maintained a focus on executing its strategy and achieving profitability in core businesses, while navigating challenges in the fuel segment.

Management highlighted strong growth metrics and positive developments in various business segments.