BLACKBUCK LIMITED AGM summary

AGM of 12 Sep 2025, summarised by AI from the filing.

BlackBuck's first AGM highlights close to 10 lakh monthly transacting users and Super Loads as prime focus for the year.

Key takeaways

1. Platform scale Close to 10 lakh transacting monthly users on the platform, which offers payments, driver management, logistics, load finding and loans.
2. Growth focus Super Loads is a new vertical and a prime focus for this year, enabling truck operators to get loads seamlessly.
3. Other expenses Other expenses reversed their declining trend in the last quarter and are expected to rise with user acquisition.
4. FASTag strategy 8,000 plus touch points on the ground support continued investment to onboard truck owners and gain market share.
5. No guidance Management withholds specific guidance on other expenses and provides no disclosure on inorganic growth at this point.

Original filing on BSE

BLACKBUCK LIMITED Q1 FY27 results

As filed: Revenue ₹204 cr (+42% year on year), EBITDA ₹49.7 cr (+24% year on year), PAT ₹42.2 cr (+24% year on year), EBITDA margin 24.4% (−343 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹185 cr (+52% year on year), EBITDA ₹45.1 cr (+13% year on year), PAT ₹65.7 cr (−77% year on year), EBITDA margin 24.3% (−848 bps). Score 36 of 100, Below trend. EBITDA margin fell 848 bps year on year. Other income 35% of PBT. Tax rate -63%. Not enough history for a trend yet: scored on growth alone. Share price after the results: +4.4% in 30 days (Nifty 500: +3.3%).
• Q3 FY26: Revenue ₹172 cr (+51% year on year), EBITDA ₹44.8 cr (+44% year on year), PAT ₹31.7 cr, EBITDA margin 26.1% (−113 bps). Score 73 of 100, Above trend. EBITDA margin fell 113 bps year on year. Other income 39% of PBT. Not enough history for a trend yet: scored on growth alone. Share price after the results: −3.3% in 29 days (Nifty 500: −4.0%).
• Q2 FY26: Revenue ₹151 cr (+53% year on year), EBITDA ₹36.0 cr (+125% year on year), PAT ₹29.0 cr, EBITDA margin 23.8% (+768 bps). Score 85 of 100, Above trend. EBITDA margin rose 768 bps year on year. Other income 41% of PBT. Not enough history for a trend yet: scored on growth alone. Profit fell 15% from last quarter. Share price after the results: −3.5% in 30 days (Nifty 500: +0.7%).
• Q1 FY26: Revenue ₹141 cr, EBITDA ₹41.0 cr, PAT ₹35.0 cr, EBITDA margin 29.1%. Not scored. No result for the same quarter last year. Share price after the results: +27.4% in 30 days (Nifty 500: −0.2%).
• Q4 FY25: Revenue ₹120 cr, EBITDA ₹40.0 cr, PAT ₹281 cr, EBITDA margin 33.3%. Not scored. No result for the same quarter last year. Share price after the results: −6.5% in 30 days (Nifty 500: +3.1%).
• Q3 FY25: Revenue ₹113 cr, EBITDA ₹30.0 cr, PAT −₹48.0 cr, EBITDA margin 26.6%. Not scored. No result for the same quarter last year.
• Q2 FY25: Revenue ₹98.0 cr, EBITDA ₹15.0 cr, PAT −₹270 cr, EBITDA margin 15.3%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

BLACKBUCK LIMITED earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (29 Jul 2026), Results deck (29 Jul 2026)
• Q4 FY26: Earnings call (19 May 2026), Results deck (19 May 2026)
• Q3 FY26: Earnings call (5 Feb 2026), Results deck (5 Feb 2026)
• Q2 FY26: Earnings call (5 Nov 2025), Results deck (5 Nov 2025)
• Q1 FY26: Earnings call (5 Aug 2025), Results deck (5 Aug 2025), Results deck (5 Aug 2025)
• Q4 FY25: Earnings call (27 May 2025), Results deck (27 May 2025)
• Other events: AGM (12 Sep 2025)