BSELogica Infoway LtdMediumNeutral
Announced Mon, 18 May · 20:51 IST

Investor Presentation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. ('LODR') on Audited Financial Results of the Company for the half ....

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

Price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-0.6%1-day move
₹181.00
prior close
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.6-11.0-0.7-3.3-7.2-6.1-9.4+3.0-12.2
Up moveDown movePending
AI summary

Logica Infoway reported its best financial year ever with FY26 revenue of ₹13,157 Mn (up 17.6% YoY), EBITDA of ₹306 Mn (up 29.5%), and PAT of ₹142 Mn (up 35%). Growth exceeded the company's own 12-16% revenue guidance. Gross margin expanded 28 bps to 5.91%, with H2 FY26 at 6.30% — the highest half-yearly margin in the company's three-decade history. Retail emerged as the primary growth engine, scaling 60% YoY to ₹2,780 Mn and now contributing 21% of total revenue (up from 16%). The company added 24 net new COCO stores, taking the network to 77 stores across 38,125 sq. ft. The CMD targets 100+ stores by FY27 end and a medium-term vision of 500 stores. EBITDA margin guidance for FY27 is 2.0-3.0% range.

Likely market impact

Strong operational performance with margin expansion signals improving profitability despite rapid retail expansion costs. The company beating its own revenue guidance and delivering bottom-line growth nearly 2x revenue growth is positive for shareholders. However, the increase in debt/equity to 1.8x warrants monitoring as the capital-intensive store expansion continues.