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Date: 09th November 2026 BSE Limited, 25th Floor, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001 Scrip Code: 504380 Subject: Transcript of Conference Call for the quarter ended 30 September 2026 Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, we wish to inform you that the transcript of the Earnings Call held on 06th November 2026 to discuss the financial performance of the Company for the quarter ended 30 September 2026 is enclosed. The transcript of the earnings call is also available on the company’s website: https://www.flomicgroup.com/investor You are requested to kindly take the above information on record. Thanking You. Yours Faithfully, For Flomic Global Logistics Limited Abhay Shah Company Secretary cum Compliance Officer “Flomic Global Logistics Limited Q2 & H1 FY27 Earnings Conference Call” November 06, 2026 MANAGEMENT: MR. LANCY BARBOZA – CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR – FLOMIC GLOBAL LOGISTICS LIMITED MR. ALAN BARBOZA – EXECUTIVE DIRECTOR AND ASSISTANT GENERAL MANAGER SALES – FLOMIC GLOBAL LOGISTICS LIMITED MR. ABHINANDAN GUPTA – CHIEF FINANCIAL OFFICER – FLOMIC GLOBAL LOGISTICS LIMITED Page 1 of 10 Flomic Global Logistics Limited November 06, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Q2 and H1 FY27 Earnings Conference Call of Flomic Global Logistics Limited. Today, we have with us Mr. Lancy Barboza, CEO and Managing Director, Mr. Alan Barboza, Executive Director and AGM Sales, and Mr. Abhinandan Gupta, Chief Financial Officer. We will begin with the opening remarks from the management, followed by an interactive Q&A session. Please note that discussions may include forward-looking statements, which should be viewed in conjunction with the risk and uncertainty that the company faces. As a reminder, all participant lines will be in the listen-only mode, and there will be opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Lancy Barboza, CEO and Managing Director. Thank you, and over to you, sir. Lancy Barboza: Good afternoon, everyone. I would like to welcome all our shareholders, investors, analysts, and other stakeholders to Flomic Global Logistics Limited's earnings call for the second quarter and first half of FY27. When we spoke in August following the Q1 results, we had said that this marked the beginning of a more regular and transparent dialogue with the investor community. We are pleased to continue that engagement with our second earnings call today. Business snapshot. Before I take you through our performance for the first half, let me briefly recap our business. Flomic is an integrated logistics and freight forwarding platform with over 38 years of experience, offering services across ocean and air freight, custom broking, warehousing and supply chain, project cargo, exhibition logistics, and specialized logistics. We operate through 25 branches and more than 30 warehouses across India, supported by a global partner network. We serve over 5,000 active customers across SME and enterprise segments and handled more than 42,000 shipments in FY26. Our asset-light model continues to be the foundation of our growth. H1 Financial Year 2027 in brief. The first half of FY27 has been encouraging for Flomic, with continued growth in revenue and significant improvement in profitability. Our performance reflects the progress we have made in strengthening operational efficiency, managing costs, and expanding our integrated logistics capabilities. Coming to our financial performance during H1 Financial Year 2027, we reported revenue from operations of INR275.65 crores, representing a growth of 28.15% year-on-year. EBITDA increased by 80.48% to INR28.14 crores, with EBITDA margin improving to 10.21%. We also maintained our positive profitability trajectory, reporting a PAT of INR6.39 crores compared with a loss in the corresponding period last year. I would also like to briefly touch upon the freight rate environment, which has remained dynamic during the first half of the year. We witnessed a significant increase in freight rates across several international trade routes, particularly during July, August, and September. For instance, Page 2 of 10 Flomic Global Logistics Limited November 06, 2026 container freight rates to destinations such as Manzanillo, Buenaventura, and Callao increased considerably compared with the levels witnessed at the beginning of the financial year. However, the movement has not been uniform across all routes, the certain destinations experiencing relatively stable rates. These movements have influenced revenue realizations across the freight forwarding industry. While higher freight rates have supported revenue growth. They also underline the importance of maintaining a balanced service portfolio and managing exposure to rate fluctuations. At Flomic, we continue to focus on strengthening customer relationships, improving operational efficiencies, and maintaining healthy margins, rather than depending solely on movements in freight rates. During the quarter, we also strengthened our warehousing capabilities through the expansion of our Bhiwandi facility. Importantly, this expansion was achieved by optimizing our existing infrastructure without leasing additional space, allowing us to improve capacity utilization. Alan will discuss this development and our business priorities in greater detail. I will now hand over to Abhinandan to take you through our financial performance for Q2 and half-yearly for Financial Year 2027. Over to Abhinandan. Abhinandan Gupta: Thank you, Lancy, sir. Good afternoon, everybody, and happy Dhanteras to all our participants on the call. I would like to brief about Q2 financial year performance. Let me start with the second quarter first. Our revenue from operations stood at INR156 crores in Quarter 2 of this year as compared to INR113.72 crores last year, which represents almost 37% year-on-year growth. Our EBITDA stood at INR16.94 crores, approximately INR17 crores, compared with INR8.91 crores in Q2 FY26, representing almost a year-on-year growth of 90%. EBITDA margin also improved to 10.88% as compared to last year Q2 number of 7.84%, which is an expansion of almost 300 basis points. Our PBT stood at INR6.09 crores compared with a loss of INR0.78 crores in last year. At the PAT level also, we reported a profit of INR4.32 crores compared with a loss of approximately INR1 crores in the corresponding quarter last year. This reflects the continuation of our positive profitability trajectory, which we are witnessing since last almost 6 quarters. Now I talk about the half-year performance. Coming to the first half, revenue from operations for H1 FY27 stood at INR275.65 crores against last year's number of INR215.10 crores, which almost reflects the growth of 28.15%. EBITDA for the first half-year stood at INR28.14 crores compared with INR15.6 crores in last year's same period, which also represents a growth of around 80% as compared to last year. Our EBITDA margin improved to 10.21% from 7.24%, an approximation of approximately 296 basis points growth. Our PBT for H1 FY27 stood at INR8.82 crores compared with a loss of INR4.07 crores in last year. Profit after tax stood at INR6.39 crores compared with a loss of INR3.99 crores in the corresponding period last year. Now what drove these numbers this year? Page 3 of 10 Flomic Global Logistics Limited November 06, 2026 As we explained in August, our first quarter revenue was supported by a combination of higher freight rates and shipment volumes, with volume growth of around 6% to 7%. During Q2, freight rates continued to remain elevated across several international trade routes, [Showing first 8,000 characters — download PDF for full document]