Tiger Logistics (India) Ltd (NSE:TIGERLOGS)

Q2 2025 Tiger Logistics (India) Ltd Earnings Call Transcript

Nov 7, 2024 / 10:30 AM GMT

Transcript

Key Points

Positve

Tiger Logistics (India) Ltd (BOM:536264) reported a significant increase in air transport volume, growing 4.5 times year-on-year due to becoming IATA agents, which enhanced their purchasing power.
The company has successfully renewed several government contracts, contributing to a stable revenue stream.
There is a strong focus on new growth engines, including imports, project logistics, and government logistics, which are performing well.
The company is exploring inorganic growth opportunities through potential acquisitions, particularly in the LCL space, to enhance their service offerings.
Tiger Logistics (India) Ltd (BOM:536264) is investing in IT to improve efficiency and reduce costs, indicating a commitment to technological advancement.

Negative

The company has seen a substantial increase in short-term borrowings, primarily for working capital, which could indicate cash flow challenges.
There is a noted dip in ocean freight volumes quarter-on-quarter, attributed to seasonal factors, which could affect revenue consistency.
The adoption of their digital logistics platform, Freja 2.0, is slower than expected, potentially limiting its immediate impact on customer acquisition and cost efficiency.
The company's focus remains heavily on exports, with imports contributing only 20% to the business, indicating a potential over-reliance on export markets.
The EV logistics initiative, while innovative, does not currently offer cost reductions and requires significant capital investment, posing a financial risk.

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

TIGE.BO - Tiger Logistics (India) Ltd
Q2 2025 Tiger Logistics (India) Ltd Earnings Call
Nov 07, 2024 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. And welcome to the Tiger Logistics, India Limited Q2 and H1 F 525 earnings conference call hosted by Rik Capital.

We have with us today from the management, Mr Harett Singh Mahotra, chief, Managing Director of Tiger Logistics India Limited.

As a reminder, all partisan lines will be in the listen-only mode and there'll be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator by pressing star and then zero on your touchtone phone.

Please note that this conference is being recorded before we proceed with this call. I would like to take the opportunity to

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