Dear Sir/ Ma'am, In continuation to our intimation dated May 15, 2026 please find enclosed a transcript of the Earnings Call held on Wednesday, May 20, 2026 to discuss the operational ....
BLS · price
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BLS International delivered record FY26 results with revenue of INR2,998 crore (up 37% YoY), EBITDA of INR819 crore (up 30%), and PAT of INR724 crore (up 34%) over 3-year CAGR of 34%, 54% and 49% respectively. Visa & Consular segment grew 11% to INR1,840 crore with EBITDA margins expanding to 40.1% from 34.5%, driven by higher volumes (44.1 lakh applications) and improved net revenue per application (INR3,302, up 14%). Digital Services revenue more than doubled to INR1,158 crore, primarily from the BC/loan distribution business. The company maintains a strong net cash position of INR1,434 crore and announced total dividend of INR2.5 per share (payout >INR100 crore). Management guided for 20-25% growth in FY27 on the increased base. The company has an active acquisition pipeline with ~INR2,000 crore allocated over 4-5 years for both segments. The INR2,500 crore UIDAI (Aadhaar) tender is in phased deployment with ~15-20% EBITDA margins expected.
BLS International posted exceptional FY26 with margin expansion in its core Visa business to 40% and doubled Digital revenue, signaling execution strength and business model transition benefits. With INR1,434 crore cash and a disclosed acquisition pipeline, the company is well-positioned for continued growth. Management's 20-25% growth guidance for FY27 on a higher base reflects confidence, though geopolitical risks in Middle East are being monitored.