Key takeaway: The investor presentation from Tiger Logistics (India) Limited for Q1 FY27 reported a significant increase in revenue from operations, which rose by 48.8% year-over-year to ₹152.5 crore. Management highlighted strong business momentum, driven by healthy volumes and customer confidence, resulting in a 28.7% growth in TEU volumes compared to the previous year. The quarter also included the renewal of a logistics mandate with Bank Note Paper Mill India and a new contract with BHEL. Financial performance showed a total income of ₹15,412.7 lakhs, with a PAT of ₹217 lakhs and an EBITDA margin of 2.8%. Management expressed confidence in sustaining growth while improving operational efficiency and profitability. The presentation outlined the company's growth strategy, focusing on market expansion and new business opportunities, particularly in the renewable energy sector through its TiGreen division.

Key takeaway: During the Q3 & 9M FY26 Earnings Conference Call held on February 20, 2026, management reported a positive quarter despite challenges in the export sector due to geopolitical issues and US tariffs. The company achieved a 9% increase in volume quarter-to-quarter and nearly 50% year-on-year growth, driven by its TiGreen vertical in the renewable sector and strong performance in traditional sectors like auto and government. Management noted a slight dip in revenue due to the lowest freight levels in recent years, emphasizing that volume growth is a key indicator of business health. The TiGreen vertical contributed over 40% to total revenue, while the CUBOX model is breaking even but requires more time to mature. Management expressed optimism about future growth, particularly in the solar logistics sector, and indicated a willingness to explore inorganic growth opportunities in international logistics.

Key takeaway: The investor presentation from Tiger Logistics (India) Limited for the period ended December 31, 2025, reported a revenue of ₹13,902 lakhs for Q3 FY26, with an EBITDA of ₹757 lakhs and a PAT of ₹594 lakhs. The EBITDA margin was noted at 5.4%, while the PAT margin stood at 4.3%. Management highlighted a 52% year-over-year growth in TEU volumes, attributing revenue trends to rate-driven factors rather than volume. For the nine-month period, the company achieved a revenue of ₹41,027 lakhs and an EBITDA margin improvement to 6.0%. The presentation outlined a growth strategy focused on digitalization through the FreightJar platform, expansion into new geographies, and a commitment to sustainability. Management expressed confidence in long-term prospects, citing structural improvements in India's logistics ecosystem and a diversified trade portfolio as key strengths.