BlackBuck (Zinka Logistics) - Strong Scope for Operating Leverage | But One Key Thing to Monitor

BlackBuck (operated by Zinka Logistics Solutions Pvt. Ltd.) is one of India’s leading online trucking platforms, focused on digitizing India’s massive and fragmented trucking industry. Founded in 2015 by Rajesh Yabaji, Ramasubramaniam B, and Chanakya Hridaya, the company aims to bring efficiency, transparency, and scale to road freight transportation through technology.

The platform connects truck owners and fleet operators with shippers, enabling seamless freight booking, route optimization, digital payments, and fuel management. BlackBuck’s business model operates through two main segments — freight marketplace and growth services (including fuel cards, FASTag, GPS tracking, and fleet management tools).


The following are the key highlights of their Q2FY26 results:

1. Net Revenue grew 38% YOY
2. Margins improved to 24% from 15%
3. Net profit at 29 cr against a loss of 269 cr



Timestamps:
00:00 - Intro
00:15 - Business Model
01:08 - Solutions Offered By BlackBuck
03:03 - Classifieds & Super Loads
04:56 - Key Metrics for Q2FY26
05:17 - Scope for Operating Leverage
06:33 - Difference Between Revenue & Net Revenue
07:15 - Profitability
08:37 - Key Advantage of BlackBuck
09:57 - Aggressive Expansion In Super Loads
10:38 - Replicability: The Key Challenge
12:25 - Impact On Incremental EBITDA
13:15 - 77% Operating Leverage
13:33 - Use of AI: U.S. vs. India
14:23 - Market Share: 90% and 7-8%
15:25 - Network Effect
15:56 - Penetration Opportunity In Tolling Business
16:37 - Planning for a Pan-India Expansion
17:13 - Growth Outlook and Key Drivers
17:58 - Lower Gross Deal Value In Super Loads
18:35 - One Thing To Look For








































































































































































































































































































































































































































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