Tiger Logistics (India) Limited has informed the Exchange about Investor Presentation
BSE Scrip Code : 536264 NSE Symbol : TIGERLOGS
12th November 2025
To, BSE Ltd., P J Tower, Dalal Street, Mumbai 400001.
To, National Stock Exchange of India Limited Exchange Plaza, Bandra-Kurla Complex, Bandra (E), Mumbai 400051
Subject: Disclosure under Regulation 30 of SEBI (LODR) Regulations, 2015.
Dear Sir,
Pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015 and all the other applicable provisions thereto, please find attached Investor Presentation for the quarter ended 30th September 2025.
Kindly take on record the above.
Thanking You
For Tiger Logistics (India) Limited
Vishal Saurav Company Secretary & 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
Q2 & H1 FY26
INVESTOR PRESENTATION
NSE: TIGERLOGS 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
September 2025
2
PRESENTATION CONTENT
1
2
3
4
5
Q2 & H1 FY26 Financials
Operational Overview
Growth Strategy
Corporate Profile
Historical Data
CMD’s Message
Commenting on the results, Mr. Harpreet Singh Malhotra, Chairman & MD of Tiger Logistics (India) Limited, said,
reflects
“The second quarter strong and broad-based operational momentum. Q2 FY26 revenue grew 64.6% QoQ and 5.3% YoY, driven by a rebound in demand across all verticals. Operating efficiency clear strengthened meaningfully, with EBITDA rising 88.9% QoQ and margins improving to 6.6%. EBIT increased 81.0% QoQ and PAT rose 83.1% QoQ, supported by disciplined cost control and effective operating leverage. In H1, total income reached ₹27,474 lakh, up 3.6% YoY. EBITDA grew 22.0% YoY to ₹1,703 lakh, EBIT increased 15.5% YoY to ₹2,007 lakh, & PAT rose 9.6% YoY to ₹1,333 lakh, highlighting steady and improving profitability.
Looking ahead, sector fundamentals remain strongly favourable. Logistics activity continues to gain momentum, supported by rising fleet utilization and healthier goods movement. Improved monsoons and recent policy measures are expected to lift freight volumes further. Formalization of the sector is accelerating through stricter GST enforcement and mandatory e-invoicing, which is expanding opportunities for organized players. With a strengthened financial base in H1 FY26, the company is well-positioned to capitalize on this positive environment and deliver enhanced shareholder value in the coming quarters.”
Investor Presentation
September 2025
4
Q2 & H1 FY26 Financials
1 Q2 & H1 FY26 Financials
◆ Q2 FY26 Financial Performance
◆ H1 FY26 Financial Performance
◆ Volume Performance
◆ Income Statement
◆ Balance Sheet Statement
www.tigerlogistics.in
NSE: TIGERLOGS BSE: 536264
Q2 FY26 Financial Performance
Revenue ₹16,873 Lakhs
EBITDA ₹1,114 Lakhs
EBITDA Margin 6.6%
PAT ₹862 Lakhs
PAT Margin 5.1%
64.6% QoQ
88.9% QoQ
85 bps QoQ
83.1% QoQ
52 bps QoQ
5.3% YoY
26.7% YoY
111 bps YoY
14.4% YoY
40 bps YoY
Investor Presentation
September 2025
6
H1 FY26 Financial Performance
Revenue ₹27,125 Lakhs
EBITDA ₹1,703 Lakhs
EBITDA Margin 6.3%
PAT ₹1,333 Lakhs
PAT Margin 4.9%
3.8% YoY
22.0% YoY
94 bps YoY
9.6% YoY
26 bps YoY
Investor Presentation
September 2025
7
Volume Performance
QUARTERLY
▲ 27.8% QoQ, ▲ 39.1% YoY
HALF-YEARLY
▲ 22.4% YoY
41,590
(In TEUs)
16,781
18,256
23,334
33,967
Q2 FY25
Q1 FY26
Q2 FY26
H1 FY25
H1 FY26
QUARTERLY
▲ 71.3% QoQ
1,25,372
1,23,485
72,091
HALF-YEARLY
(In Kg)
2,37,972
1,95,576
l
e m u o V s ’ U E T
t r o p s n a r T
r i A
Q2 FY25
Q1 FY26
Q2 FY26
H1 FY25
H1 FY26
Investor Presentation
September 2025
8
Income Statement
Parameters
Q2 FY26 Q1 FY26 QoQ Q2 FY25
YoY
H1 FY26 H1 FY25
YoY
FY25
Quarterly
Half-Yearly
Yearly
(₹ in Lakhs)
Revenue
16,873.1
10,251.9
64.6% 16,017.0
5.3%
27,125.0
26,133.4
3.8%
53,630.5
Operating Expenses
14,946.2
8,934.1
14,593.5
23,880.3
23,620.2
Employee Expenses
508.5
497.0
Other Expenses
304.6
231.3
407.0
137.3
1,005.5
535.9
791.1
325.7
47,964.8
1,701.2
873.0
EBITDA
1,113.8
589.5
88.9%
879.3
26.7%
1,703.3
1,396.4
22.0%
3,091.5
EBITDA Margins
6.6%
5.8%
85 bps
5.5%
111 bps
6.3%
Other Income
202.2
147.0
Depreciation
23.5
22.3
223.1
21.1
349.2
45.7
94 bps
5.3%
382.8
41.7
5.8%
886.8
84.7
EBIT
1,292.5
714.3
81.0% 1,081.3
19.5%
2,006.8
1,737.6
15.5%
3,893.6
EBIT Margins
7.7%
7.0%
69 bps
6.8%
91 bps
Finance Cost
94.8
84.5
65.4
7.4%
284.5
6.6%
103.8
75 bps
7.3%
284.5
PBT
Tax
PAT
1,197.7
629.8
90.2% 1,015.8
17.9%
1,827.5
1,633.8
11.9%
3,609.1
335.8
159.1
262.1
494.9
417.9
908.3
861.9
470.7
83.1%
753.7
14.4%
1,332.6
1,215.9
9.6%
2,700.8
PAT Margins
5.1%
4.6%
52 bps
4.7%
40 bps
4.9%
4.7%
26 bps
5.0%
Investor Presentation
September 2025
9
Balance Sheet Statement
Assets
H1 FY26
FY25
Liabilities
H1 FY26
FY25
(₹ in Lakhs)
Non-current Assets
8,194.0
2,259.5
Shareholders' Fund
15,200.8
13,830.2
Fixed Assets
Investments
884.5
889.2
Equity Share Capital
1,057.3
1,057.3
1,264.0
1,201.9
Other Equity
14,143.5
12,772.9
Other Non-current Assets
6,045.5
168.4
Non-current Liabilities
525.7
476.5
Long Term Borrowing
55.2
Other Non-current Liabilities
470.5
47.0
429.5
Current Assets
16,136.3
17,309.8
Current Liabilities
8,603.8
5,262.6
Trade Receivable
13,701.3
10,267.6
Short Term Borrowing
4,855.6
3,354.3
Other Current Assets
1,594.3
1,925.9
Other Current Liabilities
3,748.2
1,908.3
Cash & Bank Balance
840.7
5,116.3
Total Assets
24,330.3
19,569.3
Total Liabilities
24,330.3
19,569.3
Investor Presentation
September 2025
10
Operational Overview
2 Operational Overview
◆ Industry Wise Revenue Composition
◆ Top 5 Customer Revenue Composition
◆ Segment Wise Revenue Composition
◆ Working Capital Limit & Fixed Assets
www.tigerlogistics.in
NSE: TIGERLOGS BSE: 536264
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
15
18
78
76
70
69
67
6
14
6
16
10
15
7
9
4
11
FY21
FY22
FY23
FY24
FY25
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Investor Presentation
September 2025
12
Top 5 Customer Revenue Composition
Yearly Revenue Composition (%)
Quarterly Revenue Composition (%)
84
75
64
68
63
62
60
58
51
51
FY21
FY22
FY23
FY24
FY25
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Investor Presentation
September 2025
13
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
3
3
3
3
94
94
FY21
FY22
FY23
FY24
FY25
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Investor Presentation
September 2025
14
Working Capital Limit & Fixed Assets
Sanctioned Working Capital Limit (Fund-based) as of 30th September 2025
(₹ in Cr)
Financial Year
FY21
FY22
FY23
FY24
FY25
H1 FY26
SBI
16.0
16.0
16.0
16.5
16.5
23.5
IDBI
ICICI
Kotak
5.0
5.0
2.0
2.0
2.0
3.5
-
-
-
10.0
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
September 2025
15
Growth Strategy
3 Growth Strategy
◆ Logistics Sector Overview
◆ Growth Engine
◆ Growth Pillar
◆ Digital Platform - FreightJar 2.0
www.tigerlogistics.in
NSE: TIGERLOGS BSE: 536264
Indian Logistics Sector
Logistics Sector Size
Logistics Performance Index
Logistics Cost
Infrastructure Boom
Indian freight and logistics market is estimated to grow at 8.8% annually to USD 484 billion by 2029 from USD 317 billion in 2024
India ranked 44 In the Global LPI in 2018, a Barometer for gauging Trade Logistics Performance
Total logistics cost is 13% of GDP. Comparative figures for China are 18%, while for the USA they are 8.5%
$ 484 Bn
44/160 Rank
Government reforms in Transportation & Digitalisation, increase in Port Capacities, & Railway Traffic aim at improving the logistics sector
Industries Driving Growth
The increase in manufacturing drives an uptick in demand, E-commerce, Automobiles, Pharmaceutical, Textiles & Cement Sector Industry
Investor Presentation
September 2025
17
Logistics Sector Demand Driver
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 from reduce logistics cost ~14% to 9–10% of GDP, with boost integrate supply efficiency, chains, and grow logistics as a growth engine
goals
to
Investor Presentation
September 2025
18
Logistics Sector Challenges
Infrastructure
Trained Staff
Poor road and highway quality increases delivery days, of operation
and the
cost
of
Lack educated staff slower technology
trained
leads
adoption
and to of
Concerns
Competition
Increasing competition from global as well as domestic players
Transit Loss
Goods are lost or stolen during transit, which leads to operational loss.
Investor Presentation
September 2025
19
Growth Engine
Tiger Logistics have been Pioneering End-to-End Logistics Globally
02.
With over 25 years of industry Logistics experience, robust (India) nationwide serving various Sectors including
Tiger has
presence,
Limited
a
- Automotive - Engineering - Textiles - Commodities - Pharmaceuticals - FMCG industries
01.
We are a prominent global logistics offering firm comprehensive solutions in forwarding, freight transportation, and customs clearance.
03.
We operate with an Asset- Light Model, Approach collaborating with partners ensure worldwide dependable, efficient, and punctual cargo transportation.
to
Investor Presentation
September 2025
20
Growth Engine
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 RFQs, price and discovery, 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 leading player in the international 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
September 2025
21
Growth Pillar
Tiger Logistics’ Growth is Driven by
▪ Dedicated team delivery
▪ Consistent, high-quality service
▪ Strong industry expertise
▪ Timely and responsive
operations
▪ End-to-end efficient freight
management services
Growth Stem
Investor Presentation
September 2025
22
Growth Pillar
Achieved & Improving
Continuous
Ongoing
y a l P
l a t i g D
i
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 o f p r o f i t a b l e g r o w t h
Investor Presentation
September 2025
23
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
Investor Presentation
September 2025
Video
24
Corporate Profile
4 Corporate Profile
◆ Mission & Vision
◆ Promoter Prowess
◆ Milestone
◆ International Footprints
◆ Clients
◆ Accreditations & Affiliations
◆ Recognition & Awards
www.tigerlogistics.in
NSE: TIGERLOGS BSE: 536264
Mission & Vision
WE ARE TIGER LOGISTICS IN THE RIGHT PLACE, AT THE RIGHT TIME Setting a new standard for global trade.
Mission & Vision
Logistics is the backbone of the global economy; it is the tool that the in has evolution of human civilization.
instrumental
been
It is this movement, this acceleration of trade, commerce, culture and life (India) that Limited aims to facilitate with a dependable process, seamless services and a foolproof approach.
Logistics
Tiger
Investor Presentation
September 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
September 2025
27
Milestone
Established Tiger Logistics as a Custom House Agent
Started Multimodal Transport Operations (MTO) Segment
Listed on the Bombay Stock Exchange (BSE) SME Platform
Started Transportation Segment
Listed on the BSE Main board
2000
2004
2013
2014
2016
Launch LCL Consolidated & B2B Business Vertical “CUBOX” & Listed on NSE Main Board
2025
Launch of Digital Platform “FreightJar 2.0” Catering to International Clients & Achieve ₹100 Cr Net Worth
Launch of Digital Platform “FreightJar” & Received IATA Accreditation
Achieved a turnover of over ₹600 Cr for the first time
Achieved a turnover of over ₹300 Cr for the first time
2024
2023
2022
2022
Investor Presentation
September 2025
28
International Footprints
Investor Presentation
September 2025
29
Accreditations & Affiliations
Investor Presentation
September 2025
30
Clients
Investor Presentation
September 2025
31
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
Investor Presentation
“World’s Greatest Brand & Leader of Asia & GCC in Logistics sector”
- PWC India
September 2025
“Most Diversified Logistics Company of the Year”
- At Northern India
Multimodal Logistics Awards, PWC India
32
Recognition & Awards
Awarded
“Business Leader of the Year”
- At Northern India
Multimodal Logistics Awards
Awarded
“Digital Startup of the Year”
- At Northern India
Multimodal Logistics Awards 2024
Certified
“Great Place To Work”
- Great Place To Work® in India from July 2024 to July 2025.
Investor Presentation
September 2025
33
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
September 2025
34
5 Historical Data
◆ Historical Financial Data
◆ Historical Operational Data
Historical Data
www.tigerlogistics.in
NSE: TIGERLOGS BSE: 536264
Historical Financial Data
Revenue
EBITDA
PAT
(₹ in Lakhs)
61,511
53,631
43,335
3,716
24,026
2,592
1,502
3,092
3,363
2,321
2,701
1,296
FY22
FY23
FY24
FY25
FY22
FY23
FY24
FY25
FY22
FY23
FY24
FY25
Investor Presentation
September 2025
36
Historical Operational Data
▲ 14.1% 4 Year CAGR
▲ 24.7% YoY
(In TEUs)
(In Kg)
68,858
40,586
44,596
50,463
l
e m u o V s ’ U E T
t r o p s n a r T
r i A
3,77,617
3,02,717
FY22
FY23
FY24
FY25
FY24
FY25
Investor Presentation
September 2025
37
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