Investor Presentation for the quarter ended 30th June 2025.
September 20, 2025
To, Listing Compliance Department National Stock Exchange of India Limited Exchange Plaza, Bandra-Kurla Complex, Bandra (E), Mumbai 400051
NSE Symbol: TIGERLOGS
Sub: Investor Presentation for the quarter ended 30th June 2025
Dear Sir/Ma’am,
As part of our ongoing efforts to keep shareholders and stakeholders well-informed, and in light of the Company’s recent listing on the National Stock Exchange of India Limited (NSE) and Pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015, we are enclosing the latest available Investor Presentation for the quarter ended 30th June 2025.
The Company shall henceforth be making such disclosures on a regular basis in accordance with SEBI Listing Regulations.
You are requested to please take the same on records and disseminate on your official website.
Thanking You,
Yours faithfully,
For Tiger Logistics (India) Limited
Vishal Saurav Company Secretary and Compliance Officer
Registered Office: D-174, GF, Okhla Industrial Area, Phase-1, New Delhi -110020 (India). Tel.: +91-11-47351111, Fax: +91-11-26229671; 26235205 Email: csvishal@tigerlogistics.in Website: www.tigerlogistics.in CIN: L74899DL2000PLC105817
INVESTOR PRESENTATION Q1 FY26
BSE: 536264
Safe Harbor
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Tiger Logistics (India) Limited (the “Company”), is solely for information purposes and does not constitute an offer, recommendation, or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except utilising a statutory offering document containing detailed information about the Company.
This Presentation has been prepared by the Company based on information and data that the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness, and reasonableness of the contents of this Presentation. This Presentation may not be all-inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded.
Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties, and assumptions that are difficult to predict. These risks and uncertainties include but are not limited to, the performance of the Indian economy and the economies of various international markets, the performance of the industry in India and worldwide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections.
Investor Presentation
June 2025
2
Presentation Content
1
2
3
4
5
6
7
Q1 FY26 Financial Performance
Financial & Operational Overview
Industry Snapshot
Company Overview
Evolution of Tiger Logistics
Growth Strategy
Annexure
Investor Presentation
June 2025
3
Message
Commenting on the results, Mr. Harpreet Singh Malhotra, Chairman & MD of Tiger Logistics (India) Limited, said,
“Q1 FY26 has been a steady and encouraging quarter for Tiger Logistics under a dynamic global economic environment, with revenue reaching ₹10,252 lakhs, reflecting a YoY growth of 1.3%. EBITDA increased by 14% to ₹590 lakhs, with an improved margin of 5.8%. PAT stood at ₹471 lakhs, with logistics business remained a PAT margin of 4.6%. Our core multimodal strong, contributing 94% of total revenue, while container volumes grew by 6.2% YoY. Although air transport volumes declined due to softer demand, our business continues to demonstrate resilience. Our diversification efforts are delivering results, with the top five customers now contributing just 51 % of revenue, further improving stability.
Looking ahead, the sector shows a strong long-term outlook. Government initiatives, such as the National Logistics Policy, the implementation of GST, and infrastructure investment, are expected to reduce logistics costs and enhance sector efficiency. Developments in multimodal transport, logistics parks, and dedicated freight corridors are further strengthening the ecosystem. While global uncertainties and rising fuel prices require our attention, we remain optimistic and well-prepared for the future. To our valued shareholders, thank you for your continued trust and support. Your belief in our vision inspires us to build an innovative, tech-driven, and sustainable logistics leader.”
Investor Presentation
June 2025
4
1. Q1 FY26 Financial Performance
Business Development
Q1 FY26 Performance
Q1 FY26 BSE: 536264
www.tigerlogistics.in
Business Development
Q1 FY26 Business Performance: Revenue: Tiger Logistics reported revenue of ₹10,252 lakhs in Q1 FY26, registering a modest
growth of 1.3% YoY and a 10.5% decline QoQ
due to sluggish performance in the air transport
segment.
EBITDA: The company’s EBITDA stood at ₹590 lakhs, marking a 14.0% YoY increase with an EBITDA margin of 5.8%, reflecting a 64 bps YoY
improvement efficiency.
owing
to
better
operational
PAT: In Q1 FY26, Tiger Logistics achieved a PAT of ₹471 lakhs, reflecting a 1.8% YoY increase. The PAT margin stood at 4.6%.
TEU’s Volume Growth: Container volumes continued their growth momentum, rising to 18,256 TEUs in Q1 FY26, showing a 6.2% YoY increase.
Air Transport Decline: Air transport volume dropped significantly to 72,091 in Q1 FY26,
down from 1,12,600 in Q1 FY25, reflecting a sharp contraction in air freight demand.
Revenue Composition: The top 5 customers
contributed 51% to revenue in Q1 FY26, continuing a downward trend. This reflects a successful diversification a and strategy concentrated client base, thereby enhancing revenue stability.
dependency
reduced
on
Multimodal
The automobile sector
remained the largest contributor at 69%, while the project sector rose to 15%, driven by growing involvement in infrastructure and specialized logistics. contributed logistics
94%, reaffirming it as Tiger’s core strength. CHA services indicating expansion transportation remained stable, reflecting consistency across key business segments.
grew slightly potential,
to while
3%,
Forward Strategy: Tiger Logistics is transitioning from customer and industry concentration to a strategy focused on balanced growth.
By
diversifying
while revenue strengthening its core multimodal operations, and the positioning itself for long-term scalability across multiple sectors.
resilience
company
streams
building
is
Investor Presentation
June 2025
6
Q1 FY26 Financial Performance
Revenue ₹10,252 Lakhs
EBITDA ₹590 Lakhs
EBITDA Margin 5.8%
PAT ₹471 Lakhs
PAT Margin 4.6%
1.3% YoY
14.0% YoY
64 bps YoY
1.8% YoY
2 bps YoY
Investor Presentation
June 2025
7
Q1 FY26 Volume Performance
QUARTERLY TEU’S VOLUME
6.2%
17,186
18,180
18,256
YEARLY TEU’S VOLUME
89.6%
(In TEUs)
68,858
40,586
44,596
36,319
50,463
Q1FY25
Q4FY25
Q1FY26
FY21
FY22
FY23
FY24
FY25
QUARTERLY AIR TRANSPORT
YEARLY AIR TRANSPORT
(In Kgs)
24.7%
3,77,617
1,12,600
1,14,248
3,02,717
72,091
Q1FY25
Q4FY25
Q1FY26
FY24
FY25
Investor Presentation
June 2025
8
2. Financial & Operational Overview
Industry Wise Revenue Composition
Segment Wise Revenue Composition
Working Capital Limit & Fixed Assets
Q1 FY26 BSE: 536264
www.tigerlogistics.in
Industry Wise Revenue Composition
Yearly Revenue Composition (%)
Quarterly Revenue Composition (%)
13
48
30
9
2
5
90
83
1 7
3
9
3
75
7
15
16
71
5
9
2
2
5
78
76
70
6
14
6
16
10
15
23
57
5
14
15
69
7
9
FY21
FY22
FY23
FY24
FY25
Q1FY25
Q2FY25
Q3FY25
Q4FY25
Q1FY26
Investor Presentation
June 2025
10
Top 5 Customer Revenue Composition
Yearly Revenue Composition (%)
Quarterly Revenue Composition (%)
84
75
64
68
63
67
62
60
58
51
FY21
FY22
FY23
FY24
FY25
Q1FY25
Q2FY25
Q3FY25
Q4FY25
Q1FY26
Investor Presentation
June 2025
11
Segment Wise Revenue Composition
Yearly Revenue Composition (%)
Quarterly Revenue Composition (%)
4
1
95
5
2
4
3
93
92
3
2
95
11
4
85
2
2
2
2
95
96
2
3
95
4
3
94
3
3
94
FY21
FY22
FY23
FY24
FY25
Q1FY25
Q2FY25
Q3FY25
Q4FY25
Q1FY26
Investor Presentation
June 2025
12
Working Capital Limit & Fixed Assets
(₹ in Cr.)
Sanctioned Working Capital Limit (Fund-based) as of 31st June 2025
Financial Year
FY21
FY22
FY23
FY24
FY25
SBI
16.0
16.0
16.0
16.5
16.5
IDBI
ICICI
Kotak
5.0
5.0
2.0
2.0
2.0
-
-
-
10.0
10.0
-
10.0
10.0
-
-
Cash Reserve
Fixed Assets
Financial Year
Net Cash in Hand
Financial Year
Net Block
FY21
FY22
FY23
FY24
FY25
7.4
31.6
52.4
41.8
51.2
FY21
FY22
FY23
FY24
FY25
8.6
7.8
7.5
8.8
8.7
Investor Presentation
June 2025
13
3. Industry Snapshot
Indian Logistics Sector
Demand Drivers
Sector Challenges
Q1 FY26 BSE: 536264
www.tigerlogistics.in
Indian Logistics Sector
Logistics Logistics Sector Sector Size Size
Logistics Logistics Performance Performance Index Index
Logistics Cost
Infrastructure Infrastructure Boom Boom
Indian freight and Indian freight and logistics market is logistics market is estimated to grow estimated to grow at 8.8% annually at 8.8% annually to USD 484 billion to USD 484 billion by 2029 from USD by 2029 from USD 317 billion in 2024 317 billion in 2024
India ranked 44 India ranked 44 In the Global LPI in In the Global LPI in 2018, a 2018, a Barometer for Barometer for gauging Trade gauging Trade Logistics Logistics Performance Performance
Total logistics cost is 13% of GDP. Comparative figures for China are 18%, while for the USA they are 8.5%
$ 484 Bn $ 484 Bn
44/160 Rank 44/160 Rank
Government Government reforms in reforms in Transportation & Transportation & Digitalisation, Digitalisation, increase in Port increase in Port Capacities, & Capacities, & Railway Traffic Railway Traffic aim at improving aim at improving the logistics the logistics sector sector
Industries Industries Driving Driving Growth Growth
The increase in The increase in manufacturing manufacturing drives an uptick in drives an uptick in demand, demand, E-commerce, E-commerce, Automobiles, Automobiles, Pharmaceutical, Pharmaceutical, Textiles & Cement Textiles & Cement Sector Industry Sector Industry
Source: Sector Reports
Investor Presentation
June 2025
15
Demand Drivers
Export Demand
Manufacturing Boost
Achieved $197 billion worth
of merchandise exports
Expected to reach the target
of $400 billion this year
Estimated 33% increase in
merchandise exports
Better port infrastructure to
help EXIM propel further
Factors Driving Demand
The Make In India initiative to IT
has opened doors manufacturing
Expected increase industrial production
steady of
annual 9.7% in
National Logistics Policy to reduce logistics cost from ~14% to 9–10% of GDP, with boost efficiency, integrate supply chains, and grow logistics as a growth engine
goals
to
Investor Presentation
June 2025
16
Sector Challenges
Infrastructure
Trained Staff
road and highway Poor quality increases delivery days, of operation
and the
cost
of
Lack educated staff slower technology
trained
leads
adoption
and to of
Concerns
Competition
competition Increasing from global as well as domestic players
Transit Loss
Goods are lost or stolen during transit, which leads to operational loss.
Investor Presentation
June 2025
17
4. Company Overview
About Us
Why Tiger Logistics
FreightJar
International Footprints
Clients
Q1 FY26 BSE: 536264
www.tigerlogistics.in
About Us
Tiger Logistics have been Pioneering End-to-End Logistics Globally
02.
01.
(India) Logistics Tiger Limited, listed on the BSE, is a prominent global logistics firm offering comprehensive in solutions freight forwarding, transportation, and customs clearance.
industry With over 23+ years of (India) experience, Tiger Logistics Limited has a robust nationwide presence, serving various Sectors including
- Automotive - Engineering - Textiles - Commodities - Pharmaceuticals - FMCG industries
03.
(India) Logistics Tiger Limited, operates with an Asset-Light Approach Model, collaborating with partners worldwide ensure dependable, efficient, and cargo punctual transportation.
to
Investor Presentation
June 2025
19
Mission & Vission
WE ARE TIGER LOGISTICS IN THE RIGHT PLACE, AT THE RIGHT TIME We’re setting a new standard for global trade.
Mission & Vission
Logistics is the backbone of the global economy; it is the tool that has been instrumental in the evolution of human civilization.
It is this movement, this acceleration of trade, commerce, culture and life that Tiger Logistics (India) Limited aims to facilitate with a seamless process, dependable services and a foolproof approach.
Investor Presentation
June 2025
20
Why Tiger Logistics
Tiger Logistics Growth Stems from
- Dedicated Teams Delivery - Consistent Quality Service - Industry Expertise - Ensuring Timely Responsive - Efficient Freight Management services
from End to End
Growth Stems
Investor Presentation
June 2025
21
FreightJar 2.0
Powered by Tiger Logistics - “FreightJar”
Digital End-to-end shipment handling - India’s leading global logistics solution provider.
Back-end
Front-End
Search Rates of Multiple Shipping Lines to Optimize your cost
Get An Instant Quote on your Global Shipping Requirement
Track Your Shipments in Real-Time for Enhanced Supply Chain Visibility
Helps in faster booking and saves ~5 working days and reduce logistics cost ~30%
Launch of FreightJar 2.0
Sales Acceleration
Video
Investor Presentation
June 2025
22
International Footprints
Investor Presentation
June 2025
23
Clients
Investor Presentation
June 2025
24
5. Evolution of Tiger Logistics
Milestone
Promoter Prowess
Recognition & Awards
Accreditations & Affiliations
Q1 FY26 BSE: 536264
www.tigerlogistics.in
Milestone
Started as a Custom House Agent
Started Multimodal Transport Operations (MTO) Segment
Listed on the Bombay Stock Exchange (BSE) SME Platform
Started Transportation Segment
2000
2004
2013
2014
Launch of Digital Platform “FreightJar 2.0” Catering to International Clients
Launch of Digital Platform “FreightJar”
Achieved a turnover of over ₹500 Cr for the first time
Listed on the BSE Main board
2024
2023
2022
2016
Investor Presentation
June 2025
26
Promoter Prowess
First Generation Entrepreneur Graduate from Delhi University
Started Tiger Logistics Pvt Ltd in 2000 with a team of 8 People
Previously involved in the automotive industry, with a focus on international logistics, played a crucial role in bringing BMW motorcycles to India.
Received Numerous Awards Associated with various NGOs
Investor Presentation
June 2025
27
Recognition & Awards
Recipient
Awarded
Awarded
“India’s Greatest Brands & Leaders 2015-16 in PRIDE OF THE NATION” (Logistics sector)
- PWC India, & chosen by Consumers & Industry
“World’s Greatest Brand & Leader of Asia & GCC in Logistics sector”
- PWC India
“Most Diversified Logistics Company of the Year”
- At Northern India
Multimodal Logistics Awards, PWC India
Investor Presentation
June 2025
28
Recognition & Awards
Awarded
Awarded
Certified
“Business Leader of the Year”
“Digital Startup of the Year”
“Great Place To Work”
- At Northern India
Multimodal Logistics Awards
- At Northern India
Multimodal Logistics Awards 2024
- Great Place To Work® in India from July 2024 to July 2025.
Investor Presentation
June 2025
29
Recognition & Awards
Awarded
Awarded
Awarded
“25 Years of Logistics Excellence”
“Logistics Champion – Mid-Sized Company”
“Logistics Company of the Year”
- At Conquest 2025, New Delhi
- By ISCM Logistics
Ranking 2025
- At the All India Maritime and Logistics Awards 2025
Investor Presentation
June 2025
30
Accreditations & Affiliations
Investor Presentation
June 2025
31
6. Growth Strategy
Growth Engines
Growth Pillar
Q1 FY26 BSE: 536264
www.tigerlogistics.in
Growth Engines
International
logistics sector
manual,
largely significant logistics processes.
opportunity
to
highlighting
remains a digitalize
By implementing FreightJarTM, we can enhance efficiency and reduce costs, ultimately benefiting our customers. The platform will enable automated price RFQs, discovery, and digital documentation and invoicing which will streamline operations and improve overall service delivery.
and tracking,
shipment
real-time
freight
To
further
global increase competitiveness our and capability to serve customers, we plan to strengthen our network of agents and partners in new geographies.
our enhance
Digital Play
New Geographies
To establish sales offices in Bangladesh, South America, and the US, dedicated solely to breaking into new markets and securing business opportunities.
This will enable us to better serve our clients and reinforce our position as a in the international leading player logistics sector.
We are planning to establish an EV
Large
division for first-mile logistics. now corporations
prefer partnering with companies focused on sustainability to reduce their carbon footprints.
This strategic move will position us as a leader logistics, in carbon-conscious making us an attractive choice for environmentally aware clients.
Green Logistics
Mergers & Acquisitions
hired
already
We've
business consultants to search for medium-sized companies in the LCL & import sectors. These acquisitions will help us expand our product mix into related areas like export packaging while making the most of our existing network and skills. This strategic move ensures our growth by new verticals without diluting our expertise.
Investor Presentation
June 2025
33
Growth Pillar
Achieved & Improving
Continuous
Ongoing
y a l P
l a t i
i
g D
w e N
s e i h p a r g o e G
s n o
i t i s i u q c A
s c i t s i
g o L
n e e r G
P i l l a r s o f p r o f i t a b l e g r o w t h
Investor Presentation
June 2025
34
7. Annexure
Profit & Loss Statement
Q1 FY26 BSE: 536264
www.tigerlogistics.in
Profit & Loss Statement
Parameters (₹ in Lakhs)
Q1 FY26
Q4 FY25
QoQ
Q1 FY25
Quarterly
Revenue
10,251.9
11,450.5
(10.5%)
10,116.4
Operating Expenses
8,934.1
10,008.0
9,026.7
Employee Expenses
Other Expenses
EBITDA
EBITDA Margins
Other Income
Depreciation
EBIT
EBIT Margins
Finance Cost
PBT
Tax
PAT
PAT Margins
497.0
231.3
589.5
5.8%
147.0
22.3
714.3
7.0%
84.5
629.8
159.1
470.7
4.6%
446.5
276.5
719.5
6.3%
234.6
21.7
932.4
8.1%
85.4
847.0
203.4
643.6
5.6%
384.0
188.5
517.1
5.1%
159.8
20.6
656.3
6.5%
38.0
618.3
155.8
462.5
4.6%
(18.1%)
(53 bps)
(23.4%)
(118 bps)
(25.6%)
(26.9%)
(103 bps)
YoY
1.3%
14.0%
64 bps
8.8%
48 bps
1.9%
1.8%
2 bps
Yearly
FY25
53,630.5
47,964.8
1,701.2
873.0
3,091.5
5.8%
886.8
84.7
3,893.6
7.3%
284.5
3,609.1
908.3
2,700.8
5.0%
Investor Presentation
June 2025
36
Thank You
Tiger Logistics (India) Limited
CIN - L74899DL2000PLC105817
Mr. Vishal Saurav Gupta
Company Secretary & Compliance Officer
E: csvishal@tigerlogistics.in
W: www.tigerlogistics.in
Mr. Ritesh Shashiprakash Singh
Investor Relations Consultant, Rik Capital
M: +91 83293 85762
E: ritesh.singh@rikcapital.in | W: www.rikcapital.in