Western Carriers (India) Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

WCIL · 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

-1.3%1-day move

₹99.20

prior close

₹95.83

base price

In-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-0.3-0.6-0.6-0.5-1.3-2.2-2.4-0.6-0.2+0.3-4.6+5.3-6.0—

Up moveDown movePending

AI summary

Western Carriers (India) Limited reported FY26 revenue of ₹1,829 Cr, up 6% YoY from ₹1,726 Cr in FY25. However, profitability declined sharply - EBITDA fell 29% to ₹85 Cr with margin contracting to 4.6% from 6.9% previously. PAT dropped 40% to ₹38.8 Cr with margin at 2.1% versus 3.8% in FY25. Q4FY26 showed similar trends with revenue of ₹497 Cr but EBITDA margin at just 4.3%. The company is the largest 4PL logistics provider in India with 1,600+ customers, handling 226,578 TEUs in FY26. Volumes grew modestly while costs rose significantly, compressing margins across all levels. Debt-to-equity ratio improved to 0.3x though working capital days increased to 15.3.

Likely market impact

Significant margin compression despite revenue growth signals operational cost pressures. PAT declined 40% YoY with EPS falling to ₹3.81 from ₹7.16, likely weighing on stock performance near-term.