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Flomic Global Logistics Ltd · 504380

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Flomic Global Logistics Ltd has released its Q1 FY27 earnings call transcript, highlighting its 38-year operating legacy, diversified customer base, and asset-light model. The company aims to become a larger logistics partner for customers, offering integrated solutions and improving customer stickiness.

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Earnings Impact6/10
Growth Catalyst7/10
Governance Concern2/10
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Balance Sheet Risk3/10
Liquidity Impact8/10
Market Sentiment5/10

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Flomic Global Logistics Ltd - 504380 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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Date: 19th August, 2026 BSE Limited, 25th Floor, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001 Scrip Code: 504380 Subject: Transcript of Earnings Call for the quarter ended 30 June 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 13th August 2026 to discuss the financial performance of the Company for the quarter ended 30 June 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 Q1 FY27 Earnings Conference Call” August 13, 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 12 Flomic Global Logistics Limited August 13, 2026 Moderator: Good afternoon everyone, and welcome to Q1 FY 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, 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 this discussion may contain forward-looking statements, which should be viewed in conjunction with the risks and uncertainties that the company faces. As a reminder, all participants' lines will be in listen-only mode, and there will be an 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 touchtone phone. Please note that this conference is being recorded. I now hand over the conference to Mr. Lancy Barboza, CEO and Managing Director for opening remarks. Thank you, and over to you, sir. Lancy Barboza: Good afternoon everyone. I would like to welcome all shareholders, investors, analysts, and other stakeholders to Flomic Global Logistics Limited's Q1 Financial Year '27 Earnings interaction. This is an important milestone for us, as this is our first earnings call as a company. We see this not only as a discussion on quarterly performance, but also as the beginning of a more regular and transparent dialogue with the investor community. Before Abhinandan takes you through the financial performance, I would like to briefly share the Flomic story and the direction in which we are building the company. Flomic has 38 plus year operating legacy, having started in 1988. Over the years, we have grown from a regional logistics company into the integrated logistics platform with services across freight forwarding, custom broking, warehousing, supply chain, project cargo, exhibitions, and specialized logistics. Today, Flomic is not dependent on any single customer or any single business vertical. We have a diversified customer base, multiple service lines, and a strong operating platform across India. Our objective has always been to build scalable logistics company without blocking unnecessary capital. Our asset-light model gives us flexibility while allowing us to focus on people, systems, technology, customers, and service quality. Flomic is a first-generation company built over many years with hard work, customer trust, and strong industry relationships. Today, the second generation is also actively involved in the business. Alan is working closely with our senior leadership team and HODs on customer development, systems, expansion, and future growth areas. This gives us continuity, fresh thinking, and stronger execution support. At the same time, Flomic is not dependent on one individual. We are building professional management depth across finance, sales, operations, warehousing, project cargo, HR, and technology. Flomic has the advantage of founder experience, second-generation involvement, Page 2 of 12 Flomic Global Logistics Limited August 13, 2026 and a professional leadership team. This combination gives us continuity and confidence for the next phase of growth. What makes Flomic different? Flomic is an integrated logistics platform, not only a freight forwarding company. We have international freight, imports, exports, custom broking through our own CHA company, warehousing, supply chain, project cargo, exhibition logistics, and other specialized services. This gives us cross-selling opportunities. The same customer can use Flomic for freight, customs, warehousing, transportation, project cargo, and other value-added services. Our focus is to become a larger logistics partner for our customers, not only a vendor for one shipment. Now, the business scenario. The logistics industry is changing. Customers today do not want only freight rates. They want complete logistics solutions, reliability, visibility, compliance, warehousing support, and end-to-end execution. This is where Flomic has an advantage because we have multiple logistics verticals under one platform. Our focus is to offer integrated solutions, improve customer stickiness, and increase wallet share from the existing customers. Future plan for three to five years. Our vision is to make Flomic a stronger, more structured, more profitable, and more visible logistics company. We want to grow in a disciplined way. We are not chasing only turnover. Our focus is on gross profit, margins, working capital discipline, and quality customers and better systems. Our future focus areas. Profitable growth, not only top line, warehousing and supply chain, project cargo and specialized logistics, more wallet share from existing customers, stronger freight forwarding and customs business, technology systems and process control, better working capital discipline, regular investor communication. We want to show a consistent improvement quarter by quarter. Warehousing and supply chain. Warehousing and supply chain is an important growth area for Flomic. This business gives better customer stickiness and creates opportunities for integrated logistics solutions. We will expand this business carefully. We do not want to add warehouses only to show square feet. We will expand where there is customer visibility, proper margin, and long-term business potential. Our model will remain disciplined, mainly leased facilities, customer-backed expansion, and strategic opportunities. We will expand warehousing where there is a customer visibility and profitability, not only for adding square feet. Project cargo. Project cargo is a specialized business and we see it as an important growth opportunity. It needs technical knowledge, planning, coordination, and strong execution discipline. We see opportunities from infrastructure, power, heavy engineering, renewable energy, industrial projects, and large equipment movements. Margin can be better than the routine freight forwarding, but the execution risk is also higher. So, we will grow this vertical carefully with experienced people and proper controls. Page 3 of 12 Flomic Global Logistics Limited August 13, 2026 Freight forwarding is our conventional business. Customer strategy, we have large customer base and strong repeat business. Our biggest opportunity is to increase wallet share from the existing customers. Many customers may be using us for one service today, but we can offer them freight, customs, warehousing, transportation, project cargo, exhibitions, and supply chain solutions. This integrated approach can improve customer stickiness, increase revenue per customer, and create more predictable bus [Showing first 8,000 characters — download PDF for full document]