BLS International Q3 FY26 earnings: revenue ₹736 crore

Overview

BLS International Services Ltd (NSE: BLS) has reported strong year-on-year growth in its latest disclosed quarter, led by visa and consular services and a sharp rise in its digital services vertical. The company’s quarterly numbers and the next results timeline are in focus because FY26 results and FY27 commentary are expected around upcoming board meetings and earnings dates. The stock has also seen sharp price swings in the past year, keeping attention on execution, margins, and regulatory headlines.

The latest quarter in the provided data shows revenue of ₹736.5 crore and net profit of ₹170.2 crore for the quarter ended December 31, 2025. Sequentially, profitability was lower than the prior quarter, even as revenue remained broadly stable. Alongside earnings, investors are also tracking corporate actions such as dividends and the company’s promoter holding trend.

Earnings calendar: last and upcoming dates

The dataset lists the last earnings date as Q0 FY25-26 on February 6, 2026. It also lists an upcoming earnings date as Q0 FY26-27 on May 19, 2026. Separately, another section states that BLS International’s Q4 FY26 results are scheduled for May 8, 2026, and that the board meeting on that date will approve the full-year FY26 results, consider a final dividend recommendation, and provide the first formal commentary on FY27 business outlook.

Because multiple dates appear in the source text, investors typically cross-check the exchange filing and company intimation for the final schedule. What is clear from the provided information is that early May and mid-May 2026 are the key windows being tracked for the next major results-related updates.

Q3 FY26 performance: revenue and profit growth

For the quarter ended December 31, 2025, BLS International’s consolidated revenue rose 43.6% year-on-year to ₹736.5 crore. EBITDA for the quarter increased 25.3% year-on-year to ₹198 crore, based on the same section. Net profit stood at ₹170.2 crore, up 33.1% year-on-year.

The company attributed the broader momentum to growth across visa, consular, and digital services, with the quarter also positioned as part of a strong nine-month run-rate. The text also notes that BLS International said it had effectively matched its FY25 full-year performance within the first nine months of FY26, supported by contract wins, portfolio diversification, and consolidation of acquired businesses.

Quarter-on-quarter picture: revenue steady, margins softer

The “Quarterly Results Key Highlights” section compares December 2025 (Dec ’25) to September 2025 (Sep ’25). Revenue for Dec ’25 is listed at ₹757.41 crore versus ₹755.35 crore in Sep ’25, a growth of 0.27%. EBITDA for Dec ’25 is listed at ₹218.93 crore versus ₹231.49 crore in Sep ’25, a decline of 5.43%. Net profit for Dec ’25 is listed at ₹170.22 crore versus ₹185.7 crore in Sep ’25, a decline of 8.34%.

Separately, the “Financial Performance” block shows revenue at 736 with QoQ -0.02% and YoY 43.60%, gross profit at 174 with QoQ -8.16% and YoY 28.25%, and net profit at 170 with QoQ -8.34% and YoY 33.09%. Taken together, the provided data points to strong year-on-year growth, while quarter-on-quarter profitability moderated.

Nine-month run-rate versus FY25 base

For the nine-month period, the text reports revenue growth of 45.5% year-on-year to ₹2,183.7 crore and profit after tax rising 36.1% to ₹536.9 crore. The FY25 base in the same dataset is also provided: revenue of ₹2,193.3 crore, EBITDA of ₹629.3 crore (margin 28.7%), and PAT of ₹539.6 crore.

This places the nine-month FY26 figures close to FY25 full-year levels, based on the company’s own statement included in the provided text. While the final FY26 numbers are not included here, the comparison explains why the next quarterly and full-year update is being treated as an important checkpoint.

Business drivers highlighted in the text

The visa and consular services segment is described as the largest revenue contributor. One section notes that visa and consular services continued to be the largest revenue contributor, with segment revenue rising 19.6% year-on-year in Q3 FY26. Another section, focused on Q2 FY26, states that the visa and consular business contributed about 62% of total revenue and posted revenue of ₹458.6 crore in Q2 FY26, up 9.8% year-on-year.

Digital services is the other major driver mentioned. For Q2 FY26, digital business (contributing about 38% of total revenue) is reported to have revenue of ₹278 crore, up 259.3% year-on-year, supported by the integration of Aadifidelis Solutions. For operating scale, the business correspondent network processed transactions exceeding ₹27,300 crore during Q2 FY26, with loan distributions reaching ₹8,600 crore, and an operating footprint of over 45,400 customer service points and 1,47,000 touchpoints.

Dividends, bonus history, EPS and shareholding

The text states that BLS International declared a dividend of ₹2.00 on February 13, 2026, and separately refers to an interim dividend of ₹2 per equity share translating to a 200% payout. The last bonus is stated as November 7, 2022. The reported EPS is listed as 15.64, with estimated EPS shown as not available.

On ownership, the shareholding pattern note states that promoter holding remained unchanged at 70.39% in the March 2026 quarter. These datapoints matter for investors who track payout consistency, dilution risk, and promoter alignment.

Stock price context and market attention points

Ahead of the FY26 year-end update, one section states BLS International was trading at ₹310 as of April 2026, down 36% from its 52-week high of ₹495, with a 52-week range of ₹258 to ₹495. The same section also provides an “analyst consensus estimate” for Q4 FY26 revenue at ₹520 crore and PAT at ₹68 crore, while noting that actual results may differ.

Separately, a market headline in the provided text notes that BLS International Services shares plunged 18% after the Ministry of External Affairs barred it from future tenders for two years due to allegations, and that the company was reviewing the order and exploring legal options while stating that current operations and financials remain unaffected. The same item adds that Indian Missions contributed 12% to Q1 FY26 revenue.

Key numbers table

What to watch next

The upcoming results window is important because the same board meeting cycle is expected to cover the quarter and full-year FY26 numbers, a dividend decision point, and the first formal commentary on FY27. Investors will likely track whether year-on-year growth remains strong and whether quarter-on-quarter margin pressure persists.

The text also shows that regulatory developments can move the stock sharply in the short term. With multiple dates cited for the next disclosures, the immediate next step for markets is to track the final exchange-notified schedule and the company’s formal results statement and presentation when released.