Whalesbook
BLS International Services ke Joint Managing Director, Shikhar Aggarwal ka kehna hai ki company saalana 20-25% tak growth dikhane ke liye ready hai. Iska reason hai ki duniya bhar mein governments apna visa aur citizen services ka kaam outsource kar rahi hain.
Global Reach aur Applications Badhenge
Company ne FY26 mein lagbhag 45 lakh visa applications handle kiye, aur ek quarter mein hi 11 lakh se zyada applications aa gaye. Aggarwal ko umeed hai ki naye government tenders jeetne aur purane contracts renew karne se yeh volumes aur badhenge.
Visa Processing Mein Mota Faayda
BLS International ke visa business mein margins kaafi sudhar gaye hain, jo pichhle saal ke lagbhag 34% se badhkar ab 40% ho gaye hain. Overall consolidated margins 25% par stable hain, kyunki RD Phillips ke digital services wale low-margin business ko bhi add kiya gaya hai. Company ko umeed hai ki visa margins aise hi maintain rahenge.
Naye Contracts Se Business Ko Fuel
Is saal company ne China, Cyprus, Slovakia, Italy, Poland aur Portugal ki sarkaron ke saath contracts sign kiye hain. Sabse important addition hai India ke Unique Identification Authority of India (UIDAI) ka contract. Yeh UIDAI project abhi shuru hi hua hai aur desh mein 50 se zyada offices active hain. Agle 6-7 mahine mein yeh project revenue mein poora contribute karne lagega.
Geopolitical Issues Aur Travel Demand Ka Scene
Shikhar Aggarwal ne bataya ki West Asia aur Europe mein chal rahe geopolitical conflicts se business mein bas thodi der ke liye rukavat aayi hai. Long-term travel demand, khaas kar Europe ke liye, bahut strong hai aur policy changes ke bawajood pichhle saal se zyada hai. Company ka EBITDA aur profit after tax FY26 mein 35% se zyada badhkar ₹800 crore se upar pahunch gaya tha.
Market Share Badhana Aur Future Ke Plans
BLS International ka aim hai ki woh global visa outsourcing sector mein apna market share aur badhaye. Pichhle 10 saalon mein yeh 5-7% se badhkar ab 15-18% ho gaya hai. Latin America aur Africa jaise regions mein naye outsourcing opportunities aa rahi hain, aur passport renewal outsourcing bhi future growth ke liye ek promising area hai. Company ki current market capitalization ₹11,084.07 crore hai, haalanki pichhle saal share price 31% se zyada gir gaya tha.