Brace Port Logistics Limited is a **tech-enabled, asset-light** integrated logistics provider that orchestrates complex multi-modal cargo movements globally. Listed on the **NSE Emerge (August 26, 2024)**, the company leverages a **low-capex** model to provide high-flexibility logistics solutions without the burden of owning a fixed fleet or heavy infrastructure. As a member of the **Skyways Group**, Brace Port draws upon over **40 years** of logistics heritage while maintaining a modern, **debt-free** balance sheet. --- ### **The Asset-Light Operational Model** The company’s core strategy revolves around a **multi-point billing model** per shipment, capturing margins across the entire logistics lifecycle without the risks associated with asset ownership. * **Freight Margins:** Capturing the spread between negotiated carrier rates and client billing. * **Customs & Regulatory:** Specialized fees for documentation and **ISO-certified** compliance. * **Warehousing Services:** Revenue from storage, handling, and in-warehouse operations. * **Special Cargo Projects:** Premium pricing for time-critical, oversized, or high-value shipments. * **Value-Added Services:** Income from packaging, insurance coordination, and real-time digital tracking. --- ### **Global Footprint & Strategic Expansion** Brace Port operates through a "hub-and-spoke" strategy, utilizing **26+ domestic offices** in Indian industrial corridors and an associate network spanning **60+ countries** across **6 continents**. #### **International Subsidiaries & Joint Ventures** | Entity | Location | Stake | Strategic Purpose | |:---|:---|:---|:---| | **Brace Port Logistics LLC-FZ** | **UAE** | **100%** | Capturing the GCC trade corridor (Operationalized Dec 2024). | | **AllGlobal Logistics Inc.** | **Canada** | **49%** | North American market entry (Incorporated May 2025). | | **Planned Offices** | **SE Asia** | **Direct** | Dedicated presence in **Thailand and Cambodia** for the Auto sector. | --- ### **Sector Expertise & High-Value Execution** The company specializes in high-growth, complex verticals where technical expertise creates a competitive moat. * **Automotive & EV:** Proven track record in RORO (Roll-on/Roll-off) movements for global OEMs like **Ford, Daimler, and Mitsubishi Fuso**. Notable executions include shipping **12-meter electric buses** to Germany and Jebel Ali. * **Renewables & Engineering:** Secured a **5-year, ₹100 crore contract** with **Loom Solar Private Limited** and handles solar equipment movement for **Zetwerk**. * **Project Logistics:** Managed time-sensitive equipment for the **Cambodia SEA Games** and emergency **Air Charters** for medical equipment from Europe and China. * **Client Portfolio:** Recently onboarded **Continental Tires, JK Tyre Industries, JBM Auto, Ashbee Systems,** and **Amiee Lynn Inc. (USA)**. --- ### **Financial Performance & Growth Metrics** Brace Port has demonstrated a significant surge in scale and profitability, characterized by a **57% increase** in total income for **FY25**. | Metric (Consolidated) | FY25 | FY24 | YoY Growth | |:---|:---|:---|:---| | **Total Income** | **₹ 86.52 Cr** | **₹ 55.25 Cr** | **56.61%** | | **EBITDA** | **₹ 9.77 Cr** | **₹ 7.05 Cr** | **38.59%** | | **Net Profit (PAT)** | **₹ 6.79 Cr** | **₹ 5.02 Cr** | **35.22%** | | **Earnings Per Share (EPS)** | **₹ 6.74** | **₹ 6.09** | **10.67%** | **Margin Expansion (H1 FY26 Trends):** * **Gross Margin:** Increased by **463 basis points**, rising from **12.93%** to **17.56%**. * **PBT Margin:** Strengthened to **10.25%** (up from **9.95%**). * **Shareholder Returns:** Declared an **Interim Dividend** following the robust FY25 performance. --- ### **Technological Edge & Operational Excellence** Brace Port is transitioning into a digital-first logistics provider to enhance client retention and operational efficiency. * **Digital Transformation:** Currently developing a **cloud-based online pricing portal** and implementing **paperless documentation** workflows. * **Industry Recognition:** Awarded **'Best Sales & Operations'** by **X2 Elite** for two consecutive years (**2024 and 2025**). * **Policy Alignment:** Strategically positioned to benefit from India’s **National Logistics Policy** and the **PM Gati Shakti** infrastructure initiative. --- ### **Risk Profile & Legal Contingencies** While the company maintains a **debt-free** status and high client retention, it faces specific market and legal headwinds. #### **Market & Macro Risks** * **Volatility:** Exposure to **FX-linked variations** and global freight rate fluctuations. * **Geopolitics:** Potential disruptions in international settlements and **U.S. tariff** changes. #### **Legal & Regulatory Challenges** The company and its promoter are currently contesting significant legal allegations: * **FIR Status:** **FIR No. 172/25** filed on **December 12, 2025**, by **PG Paper Company Limited (UK)** at the **Economic Offence Wing (EOW), Delhi**. * **Allegations:** Includes **Criminal breach of trust** (Sec 406/409 IPC), **Cheating** (Sec 420 IPC), **Forgery** (Sec 467/468/471 IPC), and **Criminal Conspiracy** (Sec 120B IPC). * **Management Response:** The company **categorically denies** all allegations, labeling them as a "wrongful loss" claim. Management is actively seeking **legal remedies** and maintains that these developments have been disclosed under **SEBI LODR Regulations**.