BLS International Services Limited (NSE:BLS)
India flag India · Delayed Price · Currency is INR
232.26
-3.37 (-1.43%)
Sep 11, 2026, 3:30 PM IST
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Q1 26/27

Aug 11, 2026

Summary

Record quarterly revenue and EBITDA were achieved, with both visa/consular and digital segments delivering strong growth. Guidance remains for 15%-20% annual organic revenue growth, stable margins, and continued investment in technology and acquisitions.

Operator

Ladies and gentlemen, good day and welcome to BLS International Services Limited Q1 FY 2027 conference call. As a reminder, all participant lines are 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 touch-tone phone. Please note that this conference is being recorded. I now hand the conference to Ms. Deepali Kumari from Arihant Capital Markets. Thank you, and over to you, ma'am.

Deepali Kumari
Analyst, Arihant Capital Markets

Thank you all for joining the Q1 FY 2027 earnings call of BLS International Services Limited. Before we proceed, let me remind you that the discussion may contain forward-looking statements that may involve known or unknown risks, uncertainties, and other factors. It must be viewed in conjunction with the company's business risks that could cause future results, performance or achievements to differ significantly from what may be expressed or implied by such forward-looking statements. From the management today, we have Mr. Nikhil Gupta, Managing Director, Mr. Shikhar Aggarwal, Joint Managing Director, Mr. Amit Sudhakar, Chief Financial Officer, and Mr. Lokanath Panda, Chief Operating Officer of BLS E-Services Limited. I would like to hand over the call to Mr. Shikhar Aggarwal for his opening remarks. First, Mr. Amit Sudhakar will discuss the financial performance of the company, and then we will open the floor for an interactive Q&A session.

Thank you, and over to you, Mr. Shikhar.

Shikhar Aggarwal
Joint Managing Director, BLS International Services

Good morning, everyone, and thank you for joining us on BLS International's Q1 FY 2027 earnings call. We hope you've had the opportunity to review the results, press release, and investor presentation uploaded on the stock exchanges as well as on our website. We are pleased to report a strong start to FY 2027, delivering robust year-on-year growth across key financial metrics. Revenue and EBITDA grew by 25% and 24% year-on-year respectively, reflecting the strength of our diversified business model, global footprint and disciplined execution capabilities. We also achieved two significant milestones during the quarter regarding recording our highest ever quarterly revenue of INR 891 crores, EBITDA of INR 252 crores and PAT of INR 202 crores for the first time in the company's history. This performance was supported by healthy contribution from both our visa and consular service and digital business, which continued to demonstrate resilience and strong operational momentum.

Further, our extensive geographical footprint spanning over 100 countries, together with our strong operational framework and comprehensive suite of global mobility and travel services, has strengthened our ability to mitigate the impact of external uncertainties and market-specific challenges. This diversified business model continues to support sustainable growth while enabling us to pursue emerging opportunities across geographies and service offerings. The visa and consular service business continues to witness strong traction, where we delivered robust growth during the quarter with both revenue and EBITDA increasing by 22% year-on-year. The growth was primarily driven by strong traction in our visa business, along with increasing momentum in citizen service business. The performance was well complemented by operating leverage benefits and sustained efforts towards process optimization. Although application volume in the core visa and service business remained broadly stable year-on-year, the net revenue per application grew by 11%.

The growth was driven by higher pricing from new contracts and better revenue mix, highlighting our ability to enhance monetization and deliver great value across customer touchpoints. During the quarter, we continued to strengthen our global visa and consular platform through a series of strategic initiatives. We commenced Belarus visa applications in Mumbai, expanding access to efficient and seamless visa application across multiple travel categories. We also launched a Ready BLS International awareness campaign to help applicants navigate better visa process and introduced an AI-powered VoiceBot for admissions globally, enabling 24/7 virtual assistance, reinforcing our focus on technology-led service delivery and customer convenience. Our digital service business has also shown strong momentum with revenue growing by 32% to INR 330 crores this quarter. The growth was led by healthy traction in the BC business and loan distribution business, along with sustained expansion of our assisted digital and service offerings.

As the business continues to scale, we have witnessed significant operating leverage benefits, resulting in a strong 46% year-on-year growth in EBITDA to INR 27 crores. The BC business is witnessing significant transaction with GTV increasing to more than INR 29,500 crores during the quarter as compared to INR 26,200 crores during first quarter last year. During the quarter, the digital service business secured a contract from the Government of West Bengal to undertake beneficiary verification and card approval services under Ayushman Bharat Pradhan Mantri Jan Arogya Yojana and Ayushman Vaya Vandana across schemes across the state. Additionally, company is strengthening its presence across banking, insurance, government-led citizen services through key mandates and partnerships, including a fresh mandate from Tamil Nadu Grama Bank and partners with Coverfox Insurance to provide services through a network of 1.58 lakh BLS touchpoints.

We are continually strengthening our technology across both our businesses by leveraging AI, advanced analytics, cloud platforms, and automation to enhance security, scalability, and performance while delivering smarter, faster, and more reliable solutions to partner customers and client governments. Our continued investment in technology is helping us deepen trust with governments while strengthening our customer-first approach. To conclude, the period ahead presents meaningful opportunities for BLS International. Our diversified presence across geographies and service lines, growing scale in priority markets, and strong engagement pipeline positions us well to sustain growth momentum. Now I will hand over the call to Mr. Amit Sudhakar, our CFO, to walk you through our financial performance. Thank you.

Amit Sudhakar
CFO, BLS International Services

Thank you, Shikhar. Good morning, everyone, and thank you for joining us. Let me take you through the numbers for the quarter ended June 30th, 2026.

I will cover our consolidated performance, the revenue mix, the two business segments, and finally, the balance sheet and the cash position. The consolidated revenue for the quarter was INR 891 crores, up 25% from INR 711 crores in the same quarter last year. This is the highest quarterly revenue in the company's history. Importantly, the growth was broad-based. Both our businesses contributed, so we were not dependent on any single engine. EBITDA was INR 252 crores, up 24% from INR 204 crores. Our EBITDA margin was 28.3%, which is broadly stable year-on-year basis. We have grown revenue by 25% without giving up margin. It reflects our operating leverage in both our businesses and continued discipline on our costs across the group. Profit after tax was INR 202 crores, up 12% from INR 181 crores last year. Revenue mix.

Visa and consular services now accounts for about 63% of the consolidated revenue against roughly 65% a year ago. The digital service has moved up to about 37% from around 35%. Our EBITDA visa consular business still contributes close to 90% of the total. So digital is growing faster and steadily taking a large share of our revenue. While visa and consular remains the profit engine. Over time, our digital margin improves, we expect the contribution gap to narrow. That is the direction we are working towards. Visa and consular services segment revenue was INR 560 crores, up 22% from INR 461 crores. The EBITDA was INR 226 crores, up 22%, with margin of 40.3%. The margin is steady against the same quarter last year, which is the outcome we were targeting. Growth here came mainly from continuous traction in our core visa business and increasing momentum in citizenship invest.

Our core visa operation, we processed 11.3 lakh applications during the quarter. The application volumes were broadly stable year- on- year. The net revenue per application, however, was INR 3,521. Oh, sorry, rupees against INR 3,167 last year, a growth of 11%. Digital service segment revenue was INR 330 crores, up 32% from INR 250 crores, our fastest-growing business this quarter. The growth was led by healthy traction in our business correspondent and loan distribution businesses, along with continuous expansion of-

Operator

Hello, sir. Your voice is not audible.

Amit Sudhakar
CFO, BLS International Services

6% from INR 18 crores. Margin improved to 8.2% from 7.2% last year. It is a high volume distribution-led model. So we add transactions over our largely fixed cost base. Profitability improved faster than revenue. This quarter, EBITDA grew by nearly one and a half times the pace of the revenue. We expect the pattern to continue as the business scales. Though margins in this segment will remain structurally lower than the visa and consular service. Balance sheet and cash. Our balance sheet remains strong. As on June 30, 2026, we held a net cash of INR 1,617 crores. It is an asset-light business model that converts profit into cash wealth, and that is what gives us the flexibility to have it today. To summarize, a record quarter on revenue, EBITDA, and profit. Both segments grew.

Margin held up in visa consular and improved in digital, and the balance sheet remains strong with no net debt.

We are entering the rest of the year with a good momentum, a healthy pipeline, and the financial flexibility to invest where we see opportunities. With that, I will hand it over to the moderator to open the floor for questions. Thank you.

Operator

Thank you very much. We will now begin the question- and- answer session. Anyone wishing to ask a question, press star and one on the touch-tone telephone. If you wish to remove yourself from the question queue, you may press star and two. Participants are requested to use handsets while asking a question. Ladies and gentlemen, we will wait for a moment while the question queue assembles. The first question is from the line of Kanishk Gupta from SSMJ Office. Please go ahead.

Kanishk Gupta
Analyst, SSMJ Office

Hello, sir. A very good morning to you. I would like to ask that the company has been a high-return asset light business. As the company expands through acquisition and adjacent opportunities, could you explain the capital allocation framework it uses to determine whether deployment of capital will create more shareholder value than reinvesting in the core business?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

I think, first of all, I want to clarify that we have grown more organically than through our acquisitions. That was just utilization of money. Our CFO, Amit Sudhakar, you can explain the capital allocation strategy that we have.

Amit Sudhakar
CFO, BLS International Services

So see, we have capital allocation priority is to give for the expansion of organic expansion of our existing businesses. Secondary is for the M&A activities in which we are focusing on, which will improve the ROI of the company. The third is to pay in the form of dividend to the shareholders. If you see over the last couple of years, we have utilized the funds for the M&A as well as improved the dividend payouts.

Kanishk Gupta
Analyst, SSMJ Office

Sir, what return threshold must an acquisition or a strategic investment meet before capital is allocated to it?

Amit Sudhakar
CFO, BLS International Services

Currently, the investments we have done in M&A all are working on a return of more than, say, early 17%-20%.

Kanishk Gupta
Analyst, SSMJ Office

So that's the baseline?

Amit Sudhakar
CFO, BLS International Services

That's right. That's the baseline of a return we are expecting from our M&A.

Kanishk Gupta
Analyst, SSMJ Office

Okay, sir. My second question would be on as we have done a couple of acquisition and significant goodwill has been created via those. Could you quantify the economic value that these acquisitions has created so far?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

Hello.

Operator

Hello, sir.

Shikhar Aggarwal
Joint Managing Director, BLS International Services

Yeah. Amit, can you hear them? I do not know if Amit is audible. What is the question that you have again? Let me try to answer. Economic value of these acquisitions. Hello?

Kanishk Gupta
Analyst, SSMJ Office

Yes, sir. I was asking as significant goodwill has been created via the acquisition made in the past. So till now, what kind of economic value has been created via those?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

I think I will let our CFO answer this question. Maybe you will have to come back on this once he is available. We can go to the next question.

Kanishk Gupta
Analyst, SSMJ Office

Sure, sir. Lastly, I would like to ask your growth expectations over the next four to five years, excluding any contribution from future acquisitions, that is purely organic revenue growth guidance.

Shikhar Aggarwal
Joint Managing Director, BLS International Services

Correct. As we said previously, at an increased base, whatever we have achieved last year, our target is to grow 15%-20% for the next five years. If you see the first quarter numbers, we have surpassed that. We have grown 25% on revenue and around 25% on EBITDA. Our target is, even last time we announced that our target is to grow 15%-20% organically in the next five years. I feel on track on that.

Kanishk Gupta
Analyst, SSMJ Office

And sir, what kind of EBITDA margin baseline can we consider going forward for a full year FY 2027 and FY 2028?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

As we said, in the visa business, we have achieved around 40% EBITDA margin, and our digital service business, the EBITDA margin has grown up to 8% now, which was 7.3% before. Our target is to maintain those margins. As we have been saying over the last few years, our margins have increased a lot, but our target is to maintain the margins on the increased revenue and profitability of the company.

Kanishk Gupta
Analyst, SSMJ Office

And sir, as a consolidated entity, what would that number be?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

Consolidated entity, our EBITDA margin, 28.3%.

Kanishk Gupta
Analyst, SSMJ Office

That's the guidance you are giving?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

It is what we have achieved.

Kanishk Gupta
Analyst, SSMJ Office

Sir, for full year FY 2027, what would that number be?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

I think maybe you should ask four questions. You should limit our questions. You should give other people also chances.

Kanishk Gupta
Analyst, SSMJ Office

Sure, sir. No problem. Thank you. That's it, and all the best for the future.

Shikhar Aggarwal
Joint Managing Director, BLS International Services

Thank you.

Operator

Thank you. The next question is from the line of Shikha Mehta from Time & Tide Advisors. Please go ahead.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Hello.

Operator

Sorry, ma'am. Your voice is not audible. Please go ahead.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Am I audible now?

Operator

Yes.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Yes. I just had a few questions. First, I wanted to ask on the tax rate and on our depreciation and amortization expense for the quarter. Our tax rate is 14% versus 8% last quarter and 10% last year same quarter. Is that something that will remain in the 14% rate going forward as our Aadhaar business, et cetera, increases? That's first. Second is on the depreciation. The increased depreciation and amortization cost, is that because of the new acquisitions or is it something else? Because again, that is INR 32 crore versus INR 25 crore last quarter and INR 23 crore last year same quarter.

Amit Sudhakar
CFO, BLS International Services

Yeah. Shikha, as far as the tax amount is concerned, that depends on the profit in the respective countries where we do get the profit from. If the mix is different, the effective tax rate changes. Our estimate is that we should close the financial year at around 12%.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Got it.

Amit Sudhakar
CFO, BLS International Services

Second question was on the depreciation and amortization. That has gone up not so much because of the M&A. It has gone up more because we are investing mainly on the new contract of Aadhaar project.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Okay.

Amit Sudhakar
CFO, BLS International Services

Because of the lease accounting standard, it gets reflected in the depreciation and interest.

Shikha Mehta
Co-Founder, Time & Tide Advisors

This INR 32 crore broadly can be something that we will maintain going forward for the next few quarters.

Amit Sudhakar
CFO, BLS International Services

That's right. Yeah.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Broadly this range.

Amit Sudhakar
CFO, BLS International Services

It may go a little higher in the next quarter because by that time our full investment will be over, and then it will gradually remain the same or will come down thereafter.

Shikha Mehta
Co-Founder, Time & Tide Advisors

On the CapEx we've done on the Aadhaar front, which is what's causing this depreciation jump, how long would it take for revenues to come in?

Amit Sudhakar
CFO, BLS International Services

The revenues have started from the It's basically in a three-phase investment.

The first phase we have completed, second phase is now in the final stages, and in the next quarter, we will complete the whole. By the fourth quarter, we expect the full revenue will start coming in.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Got it. So maybe around Q4 is what we're expecting.

Amit Sudhakar
CFO, BLS International Services

That's right. Q4 to Q1, the full revenue will start coming in.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Start coming in. Okay. All right, great. Lastly, sir, do we have any new contracts in the pipeline on the visa front or anything we would like to speak about on that front?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

We have announced that all the contracts that we keep on winning, we keep on announcing. We recently won contracts with the Belarus government. We have announced that. We have won contracts with Portugal government, Slovakia government, Italy government. We have announced already. We are bidding for multiple tenders.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Anything in the pipeline, sir? For Aadhaar, how?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

There are multiple tenders in the.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Okay.

Amit Sudhakar
CFO, BLS International Services

Yeah, there are multiple tenders in the pipeline that we are bidding. There are different stages, and as and when anything gets finalized, we will announce it.

Shikha Mehta
Co-Founder, Time & Tide Advisors

The pipeline will be for the next eight to 12 months.

Amit Sudhakar
CFO, BLS International Services

Correct. Not only 8-12 months, but more than that as well.

Shikha Mehta
Co-Founder, Time & Tide Advisors

Okay, understood. Okay, great, sir. That is all from my side. I will come back in the queue.

Amit Sudhakar
CFO, BLS International Services

Thank you.

Operator

Thank you. Also, Mr. Amit Sudhakar is on the line. Ladies and gentlemen, to ensure that every participant gets an opportunity, please restrict your question to two per participant. The next question is on the line of Ronak Mehta from IndoYes. Please go ahead.

Ronak Mehta
Analyst, IndoYes

Hi. Am I audible?

Amit Sudhakar
CFO, BLS International Services

Yes, we can hear you.

Ronak Mehta
Analyst, IndoYes

Okay. My question is about the visa application volume. What we see here is that the volume for flat year-on-year basis in your seasonally strongest quarter. This is despite the Slovakia contract where you had almost 80 countries and the Cyprus contract, which had 15 countries. The question is, what was this organic application growth, excluding the acquired entities, and when do you think those two mandates actually start contributing to the volumes?

Amit Sudhakar
CFO, BLS International Services

If you see in the first quarter this year, there was the impact of the war as well.

Ronak Mehta
Analyst, IndoYes

Okay.

Amit Sudhakar
CFO, BLS International Services

In spite of that, our volume has increased from our other contracts, and we are able to maintain this volume of 11.3 lakh, which is almost similar to the first quarter last year.

Ronak Mehta
Analyst, IndoYes

Yeah.

Amit Sudhakar
CFO, BLS International Services

I feel that we have actually grown this quarter from other contracts. Despite the war, those are the numbers that we achieved.

Ronak Mehta
Analyst, IndoYes

How are these numbers faring in the current quarter? Do you still see the impact of the war, or do you think that has become more normalized?

Amit Sudhakar
CFO, BLS International Services

I would say that whatever guidance we have given, that 15%-20% growth we expect year-on-year for the next couple of years.

Ronak Mehta
Analyst, IndoYes

This is for the consolidated business, right?

Amit Sudhakar
CFO, BLS International Services

Correct. I am talking about the consolidated business.

Ronak Mehta
Analyst, IndoYes

Yeah. For visa-

Amit Sudhakar
CFO, BLS International Services

We are stable.

Ronak Mehta
Analyst, IndoYes

I was trying to see.

Amit Sudhakar
CFO, BLS International Services

Yes. We are stable in our volume.

Ronak Mehta
Analyst, IndoYes

Stable in terms of the volumes.

Amit Sudhakar
CFO, BLS International Services

Correct.

Ronak Mehta
Analyst, IndoYes

Okay. The growth will largely come from value increase and not so much the volume increase.

Shikhar Aggarwal
Joint Managing Director, BLS International Services

No, I don't know if I can comment on that right now, because obviously the quarter is ongoing, and I cannot give numbers on the quarter. But as I've told you, last quarter, in spite of the war. But the war is over now, so numbers have started to come back.

Ronak Mehta
Analyst, IndoYes

My other quick second question, you're holding good amount of cash in the balance sheet. Have you considered a buyback now that those regulations have eased out? Is that something that could be triggered in the next few quarters unless there is some acquisition in the pipeline?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

I think this will be taken up with the board, and if any decision comes in, we certainly will let you know.

Ronak Mehta
Analyst, IndoYes

Okay. Is there anything in consideration or not as of now?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

As of now, it is not there, but maybe in the next board meeting or something.

Ronak Mehta
Analyst, IndoYes

All right. Thank you so much.

Operator

Thank you. The next question is from the line of Ankush Agrawal from Surge Capital. Please go ahead.

Ankush Agrawal
Founder, Surge Capital

Yeah. Hi, sir. Thanks for taking my question. My question is again around buyback. See, honestly, from all the perspectives, we look at BLS as a company, we have large cash balance, about INR 1,600 crores. We have extremely large reserves, about INR 2,500 crores. And now with the buyback regulations also easing up and the fact that the company's relatively quite cheaply valued considering the growth and ROCs and cash flows that we generate. Why there's no serious consideration around looking at buyback is what I'm trying to understand. We can easily do INR 500 crores-INR 600 crores of buyback given the reserve that we have and the cash that we have.

Shikhar Aggarwal
Joint Managing Director, BLS International Services

See, we have a good pipeline of acquisitions. If you see, last year only, we did about INR 1,100 crores of investment in new acquisitions. Once we have those appetite for acquisition and the expansion of the business, we would prioritize that as the first requirement. But buyback or increase in dividend, if both are also on the agenda when the board meets, they may discuss it and may take a call on that.

Ankush Agrawal
Founder, Surge Capital

All right. But the thing is now, like last year also, we generated about INR 900 crores of cash. Even if we are looking to spend, say, INR 1,000 crores-INR 1,500 crores of M&A every year, we still have that cash getting accumulated because we are generating INR 1,000 crores of cash every year. Doing buybacks, I don't think should disturb your M&A as such. Given the kind of valuation that you're trading at, it would honestly be way better to do buybacks rather than putting some money on the dividends or try to increase the dividend.

Shikhar Aggarwal
Joint Managing Director, BLS International Services

Yeah. Again, as I said, this call will be taken by the board.

Ankush Agrawal
Founder, Surge Capital

Because see, from an outside investor perspective, I think one thing that is not very clear is around the capital allocation policy. Because again, I think one of the previous participants, when they asked that question, I do not think there was a response around how you look at capital allocation. Yeah, that is the only thing that if the company can come out better in terms of.

Shikhar Aggarwal
Joint Managing Director, BLS International Services

No, I think we have. Amit, I do not know if you were clear enough, but we have announced that capital allocation, we are utilizing our cash on the acquisitions, on dividends, future growth, contracts that we expect to win, deployment of infrastructure, their technology, et cetera. So that is our capital allocation policy that has been there from day one. And we are actually taking all the decisions depending on that only.

Ankush Agrawal
Founder, Surge Capital

Yeah, but as investors, we are not able to figure out if, say, for example, iDATA acquisition that you did last year or Aadifidelis that you have done, what is the return that investment is generating, what the community is trying to figure out is what my understanding is.

Shikhar Aggarwal
Joint Managing Director, BLS International Services

I think, as I said, each acquisition we announce the kind of multiples that we have bought the company for, what are the returns we are expecting. Right, Amit? Even quarterly, we are declaring that. As Amit has said, 15%-20% return we are generating on all our acquisitions.

Ankush Agrawal
Founder, Surge Capital

Okay. That was all. Thank you.

Operator

Thank you. The next question is from the line of Saurabh from FireAssets. Please go ahead.

Speaker 9

Yeah. Sir, good morning. A couple of questions. First is, can you give us some outlook on the revenue per application? Because if you look at the last three, four years, you were compounding at about 25%+. But in the last one year, that has kind of fallen off. Is this an impact of some of the contracts are nearing the end of their tenure or is there some other factor which is influencing this? So what kind of growth rate can we pencil in when it comes to revenue per application? That is question one. The second one is that when you look at the next one year, now in your visa consular business, what revenue run rate or what is the revenue that will fall off as a result of contracts which are expiring in the next 12 months?

Amit Sudhakar
CFO, BLS International Services

On this net revenue per application, this has improved in the last three years is on account of the business model that we have changed from partnership model to our own management, that we have started doing it directly. That has given the major improvement in the net revenue per application over the years. Now, most of the places we have our own offices, and therefore, the net revenue is now getting stabilized at these levels.

Speaker 9

The growth rates will be what you have already registered, let's say 11%-13% kind of compounding. Is that something that we can go ahead with?

Amit Sudhakar
CFO, BLS International Services

Yeah, that's right. Because how we look at it is we look at the travel industry growth, which is about 7%-8% CAGR, and then we try to improve it by another 5%. We look at somewhere between 12%-15% growth in the revenue.

Speaker 9

But, sir, this figure should be ideally independent of the footfalls, right?

Amit Sudhakar
CFO, BLS International Services

Which one?

Speaker 9

The net revenue per application should be a figure which is independent of the footfalls or the visa applicants, number of visa applicants.

Amit Sudhakar
CFO, BLS International Services

No, it is basically divided by the net revenue, divided by per application is the net revenue per application what we show. That 3,000-

Speaker 9

No, I mean the fee that you charge. Hello.

Amit Sudhakar
CFO, BLS International Services

Yes.

Speaker 9

Basically, this is an indication of the fee that you charge to, let's say, any traveler.

Amit Sudhakar
CFO, BLS International Services

Right.

Speaker 9

I am just curious as to why this should have that per application number, why should it have a footfall kind of why should it be a function of the footfalls?

Amit Sudhakar
CFO, BLS International Services

Per application, we will work out on the number of people who are coming in, right?

Speaker 9

Sir, you said, I think footfall growth of 7%, 8%, and another 4%, 5% pricing improvement. This should be only pricing, right? This figure.

Amit Sudhakar
CFO, BLS International Services

Yeah, but then there's a mix of applications also from different. We charge an INR X price per application for, say, European visa. There'll be a separate pricing for people traveling for Indian visa and the other. This is a mix of all.

Speaker 9

Got it. And sir, the second question, please.

Amit Sudhakar
CFO, BLS International Services

What was your second question?

Speaker 9

What is the revenue on your current visa consular business run rate, which will kind of fall off as a result of the contracts getting concluded in the next 12 months?

Amit Sudhakar
CFO, BLS International Services

There are contracts which some are getting concluded, some new we are winning. Basically, we look at our overall, we still feel that we can maintain this 10%-15% growth.

Speaker 9

Got it. Sir, thank you.

Amit Sudhakar
CFO, BLS International Services

Thank you.

Operator

Thank you. The next question is from the line of Aryan from AV Investments. Please go ahead.

Speaker 10

Thanks for the opportunity. Congratulations on your results. Just wanted to understand, I saw it mentioned in the footnotes that in e-services we are planning on a INR 138 crore acquisition. Can you just give some more color on this?

Amit Sudhakar
CFO, BLS International Services

We have done this acquisition. We have informed about six months back that we have signed a term sheet with them. This is an acquisition we have done. Company name is Atyati Technologies, which is a Bangalore-based company, and they have two verticals. Main is the BC business, which we are already in BC business. Interestingly, we have majority of our BC business is coming from State Bank of India, whereas they have majority of their business coming from non-SBI. There we see a synergy of consolidating our BC business across India. Then they have another technology business which are providing software solutions to banks and Non-Banking Financial Companies in India. We see that another opportunity of expanding that business going forward. These are the two major verticals which we are focusing on.

Speaker 10

What is the revenue and margin profile in Atyati Technologies?

Amit Sudhakar
CFO, BLS International Services

Again, last year from these two segments, they had about INR 275 crores revenue and had about INR 20crore, INR 21 crore of EBITDA.

Speaker 10

INR 20, 21 crore of EBITDA. Okay.

Amit Sudhakar
CFO, BLS International Services

Yeah.

Speaker 10

All right. Second question, actually, just wanted to understand the Aadhaar project, which you are mentioning. What was the revenue contribution in this quarter?

Amit Sudhakar
CFO, BLS International Services

This quarter. One second.

Speaker 10

And also, if you could help with the revenue contribution from the acquisitions, iDATA, and the hotel.

Amit Sudhakar
CFO, BLS International Services

So like iDATA, this quarter, it has contributed about INR 72.5 crore revenue, Aadifidelis was about INR 225 crore, CAI was about INR 17.5 crore, and Aadhaar we did about INR 17.5 crore revenue in this quarter.

Speaker 10

Aadhaar INR 17.5 crore. So good growth in citizenship, I think INR 11 crores to INR 17.5 crore. So what anything specific driving that growth or is this seven? So citizenship last year Q1 was INR 11 crore. This year you are saying it is INR 17.5 crore. So what drove the growth and whether it will be maintainable.

Amit Sudhakar
CFO, BLS International Services

Yes. So it will be maintainable. See, especially there is a tailwind with the way things are happening in Middle East. A lot of Non-Resident Indians there, not only from India but other countries, they are looking now at opportunities of getting permanent residency or citizenship of any European or other countries. So we are seeing a traction in that business over the last one quarter now.

Shikhar Aggarwal
Joint Managing Director, BLS International Services

Also, as we said that we acquire businesses to grow them, to use cross-synergy from our existing network. That is what we have done here also. It takes a little time. It has led to some good results this quarter.

Speaker 10

If I understand correctly, people of Middle East trying to move out of Middle East, right?

Shikhar Aggarwal
Joint Managing Director, BLS International Services

No, across the world. Not only there, but across the world.

Speaker 10

Understood, sir. All good. Thank you.

Operator

Thank you. Ladies and gentlemen, to ensure that every participant gets an opportunity, please restrict your question to one per participant. The next question is from the line of Vanshul Solanki from RSPN Ventures. Please go ahead.

Vanshul Solanki
Analyst, RSPN Ventures

Hello, am I audible?

Operator

You are audible.

Vanshul Solanki
Analyst, RSPN Ventures

Yes. My question is on GP margin, to be specific. Our EBITDA margin is stable sequentially, but GP margin of our visa business has declined sequentially. If I just recalculate the net revenue, the total net revenue of visa business, multiplying the net revenue per application and application, then it will come down as per the last quarter Q1 also and also Q4 of FY 2023. Is there any reason for that?

Amit Sudhakar
CFO, BLS International Services

See, overall the visa and counselor segment, the total revenue was INR 560 crore versus INR 461 crore last time.

There is a growth of around 22% in the segment overall.

Vanshul Solanki
Analyst, RSPN Ventures

Yeah. The visa revenue is growing 22%, but gross revenue per application over MTA is growing faster, so the GP ratio is declined. If I recalculate visa's net revenue, gross profit of a visa, it is coming around INR 400 crore in this quarter. So the GP is around 51%.

Amit Sudhakar
CFO, BLS International Services

Last year it was INR 360 crore, which is now INR 400 crore.

Vanshul Solanki
Analyst, RSPN Ventures

Yeah.

Amit Sudhakar
CFO, BLS International Services

There is 11% growth in the revenue also.

Vanshul Solanki
Analyst, RSPN Ventures

That is what I am saying that visa revenue, the gross revenue is growing faster than the net revenue. There is a decline in the GP ratio.

Amit Sudhakar
CFO, BLS International Services

Let me check the numbers. I do not want to comment without checking the number, but overall, there is a growth in the business. You can send me the details, I can share the working also.

Vanshul Solanki
Analyst, RSPN Ventures

Okay. Second question is on the Aadhaar centers. Till now, how much CapEx we have done in the Aadhaar center, and in phase 1 and phase 2, how much CapEx we have deployed, and what is the expectation CapEx of phase 3?

Amit Sudhakar
CFO, BLS International Services

See, we have invested about INR 75 crore till now, and the whole project will get over with about INR 125 crore of investment. This will have a six-year contract, as we have explained, and it is about INR 2,500 crore of total revenue in the six years time.

Vanshul Solanki
Analyst, RSPN Ventures

Also this will take a hit in EBITDA because the Aadhaar business have a lower EBITDA margin than the visa segment, right?

Amit Sudhakar
CFO, BLS International Services

Yeah. So this is going to be little less, about 10%-15% EBITDA margin business.

Vanshul Solanki
Analyst, RSPN Ventures

Awesome. The last question is with the [audio distortion ]. What is the revenue of a U.K. hotel in this quarter?

Amit Sudhakar
CFO, BLS International Services

U.K. Hotel was about INR 16 crores revenue this year versus two and a half last year.

Vanshul Solanki
Analyst, RSPN Ventures

Okay. That is all from my side. Thank you and all the best for your business.

Amit Sudhakar
CFO, BLS International Services

Thank you.

Operator

Thank you. Ladies and gentlemen, we will take this as the last question. I would now like to hand the conference over to the management for closing comments. Hello.

Amit Sudhakar
CFO, BLS International Services

Yeah. Sorry.

Operator

Yes, please go ahead.

Amit Sudhakar
CFO, BLS International Services

Thank you all for joining the call and for your continuous interest in our company. We hope we were able to answer all your queries. In case you have any more questions, please reach out to us or our investment relationship partner, EY. Thank you once again, and see you in the next quarter. Thank you.

Operator

Thank you. On behalf of Arihant Capital Markets, that concludes this conference. Thank you for joining us, and you may now disconnect your lines.