Second-quarter FY27 call: growth guidance retained, seaways expansion detailed

Management guided margin improvementOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

-2.0%Reaction day

₹878.90

prior close

₹882.40

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is usedpendingvs market: pending

Logistics Solution Provider peers, median of 48sector-0.3%-1.7% vs sector

On the reaction day the stock moved 1.7 pts less than its Logistics Solution Provider peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

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-2.1

15m

-2.1

30m

-1.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-2.0pendingpending-0.3-1.7

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15d

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UpDownMarket · Nifty Microcap 250Sector · Logistics Solution Provider peers, median of 48Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Management reported second-quarter FY27 consolidated revenue growth of 14.8% and flat profit after tax. FY27 guidance remains 10-12% revenue growth. New contracts and a strong pipeline support supply chain growth of 12-13%. Two ships add 17-18% seaways capacity, with seaways revenue in FY28 expected to exceed 20% growth. Planned FY27 capital spending is about 500-550 crore. The 150-crore share buyback was oversubscribed twice.

Likely market impact

New ships, contracts and rate gains support revenue growth, but fuel costs, depreciation and borrowing may keep margins and returns subdued.