Investor Presentation on unaudited Financial Results for half year ended September 30, 2025.
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Logica Infoway reported H1 FY26 revenue of ₹5,867 million, up 13.9% year-on-year, driven by strong growth in retail (+70.2% YoY to ₹1,333 Mn) and e-commerce (+30% YoY to ₹1,762 Mn). EBITDA jumped 71.2% YoY to ₹146 million with margin expanding from 1.7% to 2.5%, and PAT nearly doubled to ₹64 million. The company consciously scaled down exports (down ~70% YoY to ₹236 Mn) to focus on higher-return domestic businesses. Management reiterated FY26 guidance of 12–16% revenue growth and guided EBITDA margins toward 2.7–3.0%, with retail targeted to grow 50–60% as store count doubles from ~52 to ~100. Medium-term ambition is to build a 500-store retail network over the next four years.
Positive for shareholders — strong profit growth, margin expansion, and a clear growth roadmap anchored by retail expansion. The deliberate exit from low-ROCE export business and focus on domestic omni-channel distribution should support sustained margin improvement, though execution risk on rapid store expansion remains.