Blackbuck Ltd (NSE:BLACKBUCK)

Q4 2026 Blackbuck Ltd Earnings Call Transcript

May 19, 2026 / 11:30 AM GMT

Release Date Price: ₹532.45 (+1.01%)

Transcript

Key Points

Positve

Blackbuck Ltd (NSE:BLACKBUCK) achieved a 55% year-on-year growth in total income, reaching 715 crores.
The company reported its first full year of profitability with a PAT of 160 crores.
EBITDA grew by 80% year-on-year, reaching 167 crores, indicating strong operational performance.
The telematics business showed robust growth, particularly in the AIS vertical, which doubled its sales in the last quarter.
The vehicle finance business is expected to transition from investment mode to generating cash flows by the end of the financial year.

Negative

The Middle East conflict is anticipated to create short-term headwinds, potentially dragging on freight movement and growth.
The suspension of the loyalty program by OMCs has impacted the fuel business segment.
Despite strong growth, the profitability margins have softened due to increased investments in growth businesses.
There is uncertainty regarding the timeline for significant revenue scaling in the super loads business.
The company faces challenges in balancing growth and profitability, with ongoing investments in new business areas impacting margins.

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

BLAK.NS - Blackbuck Ltd
Q4 2026 Blackbuck Ltd Earnings Call
May 19, 2026 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good evening, ladies and gentlemen. Welcome to the Q4 and FY26 earnings conference call of Blackbuck 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 you on end 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 material of Blackbuck Limited

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