Please find the attached Management Discussion & Analysis (MD&A) report for the half year ended September 30, 2025.
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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Logica Infoway, a pan-India technology retailer and distributor, posted H1 FY26 revenue of ₹5,867.02 Mn, up 13.9% year-on-year. Gross profit jumped 31.5% YoY to ₹318.41 Mn, with gross margin improving to 5.4% from 4.7%. EBITDA nearly doubled to ₹146.42 Mn (up 71.2%), lifting EBITDA margin to 2.5% from 1.7%. Profit after tax surged 98.5% YoY to ₹64.26 Mn. The growth was led by Retail (up 70.2%) and E-commerce (up 30%), while Exports were deliberately scaled back by 69.8% to focus on higher-margin domestic channels. The company reiterated FY26 guidance of 12–16% revenue growth and EBITDA margins of 2.7–3.0%.
Positive for shareholders — profitability is improving faster than revenue, margins are expanding, and the mix shift toward retail is structural. No negative signals; results and outlook support a steady growth narrative.