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BLS International Services Ltd.

BLSConsumer Discretionary filings

We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.

Earnings calls

20 transcript(s)/analyst meet(s) served; 1 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 20 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT202106302021-03-31yes
TRANSCRIPT202205132022-03-31yes
TRANSCRIPT202208132022-06-30yes
TRANSCRIPT202211142022-09-30yes
TRANSCRIPT202302132022-12-31yes
TRANSCRIPT202305162023-03-31yes
COVER_LETTER202308012023-06-30no
TRANSCRIPT202308182023-06-30yes
TRANSCRIPT202311132023-09-30yes
TRANSCRIPT202402162023-12-31yes
TRANSCRIPT202405202024-03-31yes
TRANSCRIPT202408122024-06-30yes
TRANSCRIPT202411182024-09-30yes
TRANSCRIPT202502182024-12-31yes
TRANSCRIPT202505212025-03-31yes
TRANSCRIPT202508112025-06-30yes
TRANSCRIPT202511182025-09-30yes
TRANSCRIPT202602122025-12-31yes
TRANSCRIPT202605252026-03-31yes
TRANSCRIPT202608182026-06-30yes

BLS

files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.

Identity

Statement divisiongeneral
Scope servedconsolidated
Panels on this page4

Market

The closes are adjusted for every split and bonus on record inside the period this series covers, and each adjustment is checked against the price move on its ex-date.

Last close223.90
52-week range221.75 – 355.95
Return 1M-7.98%
Return 3M-13.65%
Return 1Y-37.1%
Return 3Y-14.35%
Return 5Y288.97%
Market capitalisationnot shown — we could not confirm it
Shares outstandingnot shown — we could not confirm it
P/Enot shown — we could not confirm it
P/Bnot shown — we could not confirm it
EV/EBITDAnot shown — we could not confirm it

Latest quarter filed — period ending 2026-06-30

In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.

Revenue from operations891.00
Other income23.00
Total income913.00
Cost of materials consumed402.00
Purchases of stock-in-trade3.00
Changes in inventories-1.00
Employee benefit expense137.00
Finance costs8.00

Ownership — 2026-06-30, and the change from 2026-03-31

HolderPer centChange
promoter and promoter group0.700.00
institutions foreign0.04-0.02
institutions domestic0.030.00
mutual funds0.000.00
public0.300.00

Documents on file

ClassMost recentOn file
COVER_LETTER2023-06-301
TRANSCRIPT2026-06-3019

Financial statements

Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.

Quarterly results, as filed

Line2022-06-302022-09-302022-12-312023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-06-302025-09-302025-12-312026-03-312026-06-30
Revenue from operations273.00357.00438.00449.00383.00408.00438.00448.00493.00495.00513.00711.00737.00736.00815.00891.00
Other income4.003.007.007.007.009.009.0015.0018.0023.0015.0025.0019.0021.0030.0023.00
Total income277.00360.00445.00456.00391.00416.00447.00463.00510.00518.00528.00736.00755.00757.00845.00913.00
Cost of materials consumed183.00236.00302.00307.00227.00236.00255.00245.00242.00179.00223.00318.00337.00335.00392.00402.00
Purchases of stock-in-trade0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.003.00
Changes in inventories0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00-1.00
Employee benefit expense28.0034.0037.0041.0044.0048.0055.0061.0071.0076.0080.00109.00108.00123.00125.00137.00
Finance costs0.000.000.000.000.001.001.001.002.006.0011.006.006.005.006.008.00
Depreciation and amortisation3.004.004.008.006.007.006.0011.0014.0018.0022.0023.0023.0023.0025.0032.00
Other expenses30.0030.0032.0035.0033.0037.0039.0051.0046.0076.0052.0079.0078.0081.0094.0097.00
Total expenses244.00304.00376.00390.00310.00329.00356.00369.00375.00354.00387.00535.00553.00567.00641.00678.00
Profit before exceptional items and tax32.0056.0069.0065.0080.0087.0091.0093.00135.00164.00140.00200.00203.00191.00204.00236.00
Exceptional items0.000.00-25.0022.000.000.000.000.000.000.000.000.000.000.000.000.00
Profit before tax32.0056.0045.0087.0080.0087.0091.0093.00135.00164.00140.00200.00203.00191.00204.00236.00
Current tax1.005.005.003.005.005.004.007.0014.0020.0015.0018.0015.0019.0019.0034.00
Deferred tax0.000.00-6.008.004.000.00-0.001.00-0.00-1.00-3.002.002.001.00-3.00-0.00
Tax expense2.005.00-1.0010.009.005.004.008.0014.0018.0012.0019.0017.0020.0017.0034.00
Profit for the period31.0051.0046.0077.0071.0082.0087.0085.00121.00146.00128.00181.00186.00170.00187.00202.00
Profit attributable to owners—50.0051.0069.0069.0079.0085.0081.00114.00138.00121.00171.00175.00163.00178.00190.00
Profit attributable to non-controlling interests—1.00-5.008.002.003.003.005.007.008.007.0010.0010.008.009.0012.00
Other comprehensive income-5.0018.0017.005.001.0014.00-3.00-1.00-1.00-19.0035.0031.0051.00-12.00108.0019.00
Total comprehensive income26.0069.0062.0081.0072.0096.0084.0084.00120.00127.00162.00212.00237.00158.00295.00221.00
Earnings per share, basic1.492.461.231.681.681.912.051.962.773.362.934.154.263.954.324.62
Earnings per share, diluted1.492.461.231.681.681.912.051.962.773.362.934.154.253.954.314.60

Annual results, as filed

Line2018-03-312019-03-312020-03-312021-03-312022-03-312023-03-312024-03-312026-03-31
Revenue from operations789.00804.00786.00478.00850.001,516.001,677.002,998.00
Other income4.0043.0013.0019.0015.0021.0040.0095.00
Total income793.00846.00799.00497.00865.001,537.001,717.003,093.00
Cost of materials consumed494.00538.00550.00337.00574.001,029.00965.001,382.00
Purchases of stock-in-trade0.000.000.000.000.000.000.000.00
Changes in inventories0.000.000.000.000.000.000.000.00
Employee benefit expense53.0067.0067.0044.0076.00140.00208.00466.00
Finance costs12.0010.002.001.001.001.003.0023.00
Depreciation and amortisation40.0019.0012.009.007.0018.0031.0094.00
Other expenses83.0091.0085.0058.0093.00127.00158.00332.00
Total expenses682.00725.00716.00449.00751.001,314.001,365.002,296.00
Profit before exceptional items and tax111.00122.0083.0048.00114.00223.00352.00797.00
Exceptional items0.000.00-28.000.000.00-3.000.000.00
Profit before tax111.00122.0055.0048.00114.00220.00352.00797.00
Current tax20.0014.008.00-1.005.0014.0021.0073.00
Deferred tax-6.003.00-5.00-1.00-2.002.005.000.00
Tax expense14.0017.002.00-2.003.0016.0026.0073.00
Profit for the period97.00105.0052.0050.00111.00204.00326.00724.00
Profit attributable to owners97.00117.0052.0050.00111.00201.00313.00687.00
Profit attributable to non-controlling interests0.00-0.00-0.000.00-0.004.0013.0037.00
Other comprehensive income2.0011.0022.00-9.0010.0035.0011.00178.00
Total comprehensive income99.00117.0075.0041.00121.00239.00336.00902.00
Earnings per share, basic9.4210.275.114.9010.864.897.6016.68
Earnings per share, diluted9.4210.275.114.9010.864.897.6016.64

Balance sheet, as filed

Line2022-09-302023-03-312023-09-302024-03-312024-09-302025-09-302026-03-31
Total assets771.00945.001,170.001,616.002,383.003,339.003,770.00
Non-current assets301.00376.00379.00502.001,097.001,573.001,941.00
Current assets470.00569.00791.001,114.001,286.001,766.001,829.00
Property, plant and equipment94.0099.00124.00168.00262.00332.00452.00
Capital work-in-progress——0.000.006.0012.002.00
Goodwill81.0081.0081.0081.00665.001,118.001,213.00
Other intangible assets23.0054.0052.0046.0045.0044.0041.00
Inventories0.001.003.002.003.001.001.00
Trade receivables13.0033.0046.0040.0054.00157.00171.00
Cash and cash equivalents122.0067.00114.00414.00695.00322.00494.00
Total equity and liabilities771.00945.001,170.001,616.002,383.003,339.003,770.00
Equity664.00837.00992.001,442.001,676.002,439.002,784.00
Equity share capital20.0041.0041.0041.0041.0041.0041.00
Other equity639.00762.00911.001,166.001,387.002,089.002,422.00
Total liabilities107.00108.00179.00175.00706.00900.00986.00
Non-current liabilities8.008.0018.0030.00332.00330.00359.00
Current liabilities99.00100.00160.00145.00375.00569.00628.00
Borrowings, non-current0.000.000.000.00229.00206.00178.00
Borrowings, current0.000.000.000.0025.0041.0053.00
Trade payables29.0029.0042.0031.0045.00133.00153.00

Cash flow, as filed

Line2022-03-312022-09-302023-03-312023-09-302024-03-312024-09-302025-09-302026-03-31
Net cash from operating activities185.00116.00261.00147.00350.00342.00515.00903.00
Net cash from investing activities-172.00-11.00-238.00-96.00-260.00-293.00-385.00-446.00
Net cash from financing activities-12.00-20.007.00-4.00257.00232.00-91.00-246.00
Purchase of property, plant and equipment67.0016.0034.0017.0064.0013.0040.00137.00
Net increase in cash2.0085.0030.0047.00347.00281.0039.00211.00
con:CFO.BEFORE_TAX192.00125.00253.00144.00384.00392.00548.001,046.00
con:INTEREST_RECEIVED.OPERATING0.00-3.00-11.000.00-37.000.000.00-56.00
con:INTEREST_PAID.OPERATING0.000.000.000.000.000.000.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.000.000.000.000.000.000.000.00
con:TAX_PAID.OPERATING7.007.0019.0011.0020.0033.0033.0082.00
con:CF_OTHER.OPERATING0.00-0.0038.0015.0023.00-17.000.00-5.00
con:INVESTMENTS_PURCHASED0.000.000.000.000.000.000.000.00
con:INVESTMENTS_SOLD-48.000.000.000.000.000.000.000.00
con:PPE_DISPOSALS0.000.000.000.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED0.0078.0082.000.000.00568.0034.0031.00
con:CF_INVESTING.JV_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.JV_ACQUIRED0.000.000.000.000.000.000.000.00

Who owns it

The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.

Holder2023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group74.4171.6871.5271.5271.5271.5270.3870.3870.3870.390.700.700.700.70
Domestic institutions0.050.050.070.891.051.351.721.372.262.870.030.030.030.03
Mutual funds—————————0.360.000.000.000.00
Insurance companies0.000.000.000.050.190.480.500.501.292.480.030.030.030.03
Foreign institutions7.578.457.667.557.677.398.9610.949.948.530.070.060.060.04
Government—————————0.000.000.000.000.00
Public25.5428.2828.2228.3728.3828.4129.5529.5729.5829.580.300.300.300.30
Non-institutional17.9219.7720.4919.9319.6619.6718.8717.2617.3818.180.200.200.200.22
Shares outstanding410820000410820000411740908411740908411740908411740908411740908411740908411740908411740908411740908411740908411740908411740908

Related parties

Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.

CounterpartyRelationshipTypeAmount in the periodTransactions
BLS International Holding Anonim Şirketi, TurkeyWholly owned subsidiaryAny other transaction7,242,820,000.001
BLS Mor Services, MoroccoWholly owned subsidiarySale of goods or services2,780,916,000.001
BLS International FZE, UAEWholly Owned SubsidiaryAny other transaction, Dividend received, Sale of go515,171,000.003
BLS International Services, UAEWholly owned subsidiarySale of goods or services363,618,000.001
Rahyab Gozar Arta, IranWholly Owned SubsidiaryAdvance, Dividend received, Loan274,567,000.005
BLS International Travel & Tourism, Saudi ArabiaWholly owned subsidiarySale of goods or services224,262,000.001
BLS International Services UK LimitedWholly owned subsidiaryLoan, Sale of goods or services182,275,000.002
BLS International Services Canada Inc.Wholly owned subsidiarySale of goods or services172,628,000.001
BLS Visa Services SARL, AlgeriaWholly owned subsidiarySale of goods or services149,475,000.002
BLS E Services LimitedSubsidiaryAny other transaction, Purchase of goods or services131,890,000.004
BLS Kazakhstan LLCWholly owned subsidiarySale of goods or services53,072,000.001
VisaMetric LLC KazakhstanWholly Owned SubsidiaryDividend received50,178,000.001
BLS International Vize Hizmetleri Ltd. Sti., TurkeyWholly Owned Subsidiary of BLS IntSale of goods or services34,162,000.002
BLS Worldwide (Pty) Limited, South AfricaWholly owned subsidiarySale of goods or services28,699,000.001
Balozi Liaison Services, EgyptSubsidiaryLoan, Sale of goods or services26,099,000.002

What management said

Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.

DateQuarterWho spoke
2026-08-18Q1FY27ANALYST:, DIRECTOR, MARKETS, OFFICERRead the call
2026-05-25Q4FY26DIRECTORRead the call
2026-02-12Q3FY26OFFICER, DIGITAL BUSINESSRead the call
2025-11-18Q2FY26OFFICER – DIGITAL BUSINESSRead the call
2025-08-11Q1FY26OFFICERRead the call
2025-05-21Q4FY25MANAGEMENT, OFFICER – DIGITAL BUSINESSRead the call
2025-02-18Q3FY25February 12, 2025, MANAGEMENT, OFFICER – DIGITAL BUSINESSRead the call
2024-11-18Q2FY25OFFICER – DIGITAL BUSINESSRead the call
2024-08-12Q1FY25OFFICER – DIGITAL BUSINESSRead the call
2024-05-20Q4FY24OFFICER – DIGITAL BUSINESSRead the call
2024-02-16Q3FY24Read the call
2023-11-13Q2FY24Read the call
2023-08-18Q1FY24INTERNATIONAL SERVICES LIMITEDRead the call
2023-05-16Q4FY23INTERNATIONAL SERVICES LIMITEDRead the call
2023-02-13Q3FY23BLS INTERNATIONAL, INTERNATIONALRead the call
2022-11-14Q2FY23Read the call
2022-08-13Q1FY23Read the call
2022-05-13Q4FY22BLS INTERNATIONALRead the call
2021-06-30Q4FY21BLS INTERNATIONAL, INTERNATIONALRead the call

Some earlier announcements under this heading are covering letters only — no transcript was attached.

What they said about it, quarter by quarter

TopicQ3FY25Q3FY26Q4FY21Q4FY22Q4FY23Q4FY24Q4FY25Q4FY26
Capex—And going forward, we want to get into total management contract kind of experience where there is no upfront capex deployment.So, basically, Harsh, as I told you, in Punjab all the offices and all the CAPEX investment is done by the government and we have our trained people u…As Shikhar said, we are working on these new contracts, which are going to be of a big size which will require initial investment in the capex and est…But on regular basis, which we have been saying every year, we have a normal operating capex requirements of around INR 15 crores to INR 20 crores.———
Capital allocationThe acquisition of Citizenship Invest (CI) was completed in October 2024.So then the U.K. acquisition we did, I don't think that actually synergizes with our business, right?Since you have such a large cash balance, is there any proposal to increase your dividend payout in the coming years?As a way of rewarding shareholders, we have already announced issue of bonus shares , dividend both interim plus final have been the highest in the hi…See, one is the growth which you are looking at is mainly on account of the new acquisition we did in digital services during the financial year.Further, our esteemed Board have recommended a final dividend for financial year 2024 of INR 1 per share to the shareholders, including an interim div…The digital segment reported revenue of INR 540 crores, up 71% Y-o-Y from INR 315 crores in FY '24, driven by Aadifidelis acquisition and traction in …So first, as far as the organic and inorganic revenue, technically in the current year, we have not done any new major acquisition.
Costs—Very difficult to quantify in terms of costs, but we definitely have cost savings that we have seen in terms of some of the angles.——————
Debt and cashWhile the integration of new business is going as per plan, we continue to witness strong cash flow generation, which translates to a healthy balance …—And we have good cash balance and operating cash flow, so is there any new services you want to expand or what will be the future plans with cash we w…—And last question, sir, what is our current working capital cycle?—It's a negative working capital business.The company continued to maintain a strong cash flow and a healthy balance sheet.
Demand—Going forward, do we have a pipeline of companies we are looking to acquire?So, we always keep on finding additional sources of revenue and BLS International Limited June 16, 2021 ecommerce is definitely the future, so definit…—Sir, any more acquisition are in pipeline at present?—I mean, like any new agreement with any new country is in pipeline.But definitely, for us, if demand goes down to somewhere, sometimes it picks up from somewhere else.
GuidanceAnd what kind of numbers should we expect for quarter 4?Regarding the Slovak Republic contract, should we expect the temporary margin compression due to consolidated expenses before the is entire series of …So, all these contracts take a long time to get qualified for, for 15 years as we have been mentioning, and now results have started to come in, last …We will be able to achieve, once the economy of scale kicks in, that is with the volumes going up, which we anticipate with the global unlocking of tr…I just want to ask are you providing any revenue or margin outlook for FY '24?We expect this to start happening from the first quarter onwards.I mean, do we expect any new business or it's a routine business, routine thing?So, I would want some guidance on that from a visa point of view.
MarginThe integration of new businesses (we have acquired iDATA, Citizenship Invest and Aadifidelis,) coupled with our transformative shift from a partner a…And also, regarding the EBITDA margin, as I see that it has been like contracted on year-on-year basis.And the new context we will be building in we are winning from our competitors, so the margin we can expect the same what we had in FY 2019, right?Secondly, is such enhanced margin and growth possible to sustain in the current year, if you give some colour it would be helpful for us.Amit, he is asking about revenue and margin outlook.Our EBITDA margin expanded significantly by 534 basis points to 20.2% in Q4 FY24, indicating an effective cost management and better revenue mix.Our EBITDA strengthened to INR BLS International Services Limited May 16, 2025 629 crores with an enhanced margin to 28.7%, while net profit surged to…EBITDA margin stood at 27.3% for FY26. Profit after tax for the full year was INR724 crores compared to INR540 crores last year, showing a 34% increas…
People——So, we are very much positive in the current year to come up with plan for utilization of the cash which is on the books.—Talking about our cash position, especially since this quarter has been highly cash generative, what is our plan regarding utilization of cash like ho…—We are seeing effective ways of utilization.So major utilization of the cash will be for the expansion of the existing business as well as for inorganic growth, which we plan to do.
Pricing——Is it a lower pricing that you charge or your relationship with the government?——And another question in relation to that, are we also may be planning any price hikes in the visa business?—The new contracts which we have won are at better pricing, that also have an impact on the net revenue improvement.
Revenue growthDuring Q3 FY '25, the number of visa application processed has increased from 7.14 lakhs in Q3 FY '24 to 9.08 lakhs, a strong growth of 27% year-on-ye…I want to understand the revenue growth split between organic and inorganic.800 crores top line this year and BLS International Limited June 16, 2021 you make 10% margin, so Rs.The next question, let us assume that FY23 and then going on to FY24, Covid is behind us and we should see normalized operation, so what kind of reven…—Our EBITDA surged to INR 90.3 crores from INR 66.5 crores in Q4 FY23, showing a robust growth of 35.7% Y-o-Y, primarily due to reduction in service co…We achieved a record high in visa volumes reaching 37.51 lakh in FY '25 from 28.65 lakh in FY '24, with the net revenue per application increasing to …FY26 EBITDA rose to INR819 crores from INR629 crores in FY25, registering a growth of 30% YoY.