• Revenue and margin: Full-year revenue growth guidance of 12% to 13% remains intact despite a minor Q1 miss, with fuel surcharge pass-through expected to drive a 200 basis point expansion in EBITDA margin next quarter.
• E-commerce strategy: Prioritizing bottom-line profitability over rapid volume growth, the company aims to reach a 5% revenue mix in two years, targeting 1 billion rupees in revenue and 150 million rupees in profit.
• Hub automation savings: Fully automating sorting hubs across major locations within the next two years is projected to decrease throughput times and yield 100 to 150 basis points in direct cost savings.
• Mega center expansion: Land finalization for a new mega sorting center is closest to closure in Mumbai due to strong regional demand, alongside ongoing hub developments in Ahmedabad, Kolkata, and Chennai.
• SME demand recovery: A strong first-quarter rebound in SME demand returned the B2B mix to roughly 50-50, with management expecting robust volume and healthy profitability to continue throughout the year.