• Customer base expansion: Fortune Global 500 client count increased from 91 to 100 this year, doubling from 50 over the past 4–5 years as the company focuses on deepening large customer relationships.
• Revenue growth guidance: Following 10.1% growth for the full year, the company expects revenue to grow in the early teens, with the Indian domestic business projected to outpace the rest of the world.
• ICS margin targets: Integrated Supply Chain Solutions EBITDA margin improved from 8.5% to 9.3%, with management targeting 9.5% to 10% supported by Project 1 cost initiatives and ₹524 crore in new business wins.
• Freight market dynamics: While international freight rates remain volatile due to geopolitical tensions in West Asia, domestic air and sea freight volumes continue to see strong growth backed by a solid order book.