Blackbuck Ltd (BOM:544288)

Q1 2027 Blackbuck Ltd Earnings Call Transcript

Jul 29, 2026 / 11:30 AM GMT

Release Date Price: ₹522.6 (-3.72%)

Transcript

Key Points

Positve

Total income grew 38% year-on-year, with revenue from operations up 42%.
EBITDA reached nearly INR 50 crore, a 23% year-on-year increase.
Record-high sales of new telematics devices, including AI and non-AI variants, were achieved in the quarter.
Superloads business saw strong acceleration, with sequential revenue growth jumping from 20% to 44%.
Core businesses continue to deliver strong profitability, with 60-85% of revenue growth converting into EBITDA.

Negative

Macro headwinds in April impacted logistics movements, causing a 3% sequential decline in tolling transactions.
Fueling business remains cautious due to uncertainty in loyalty margins and crude price volatility, with no full recovery timeline.
PAT declined sequentially due to a deferred tax asset recognized in the previous quarter.
Depreciation costs increased due to upfront investment in telematics devices, pressuring short-term profitability.
GTV metric was revised to exclude fueling, reflecting ongoing uncertainty in that segment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BLAK.NS - Blackbuck Ltd
Q1 2027 Blackbuck Ltd Earnings Call
Jul 29, 2026 / 11:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good evening, ladies and gentlemen. Welcome to the Q1 FY27 earnings conference call of Black Buck Limited hosted by Radhi Capital. As a reminder, all attendees will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

If you have any questions, please feel free to press the raise hand button. We'll call on you in turn and unmute your line so you can speak.

Important note, if you need to ask a question, please ensure Microsoft Teams has permission to access your microphone when you log in, otherwise you will not be able to unmute.

Please note that this conference is being recorded. Kindly also note that the audio of the earnings call is a corporate

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.