Emerging Tailwinds Boost Boom Logistics, CTI Logistics, Others

Logistics is a critical backbone of the economy and the following ASX companies are benefiting from improved demand compelling investors to consider adding these companies in their portfolios.

Boom Logistics Limited (ASX: BOL)

is one of Australia’s leading providers of complex lifting and project logistics solutions as the company delivers specialised equipment, engineering services and workforce capabilities across a diversified range of industries.

Financial performance in FY25 was solid as revenue rose to approximately $265 million, EBITDA increased to $50 million and operating net profit grew 41% to $9.3 million.

The company benefited from strong demand across its core markets with more than $65 million secured in new and renewed contracts.

Management is focused on expanding exposure to renewable energy and transmission line projects, margins growth and continued fleet regeneration to support long duration infrastructure work.

From an investment perspective, Boom Logistics offers exposure to long-term infrastructure and energy transition tailwinds with high barriers to entry which makes it an attractive player in this space.

CTI Logistics Limited (ASX: CLX)

on 15 December announced that profit before tax for the half year to 31 December 2025 is expected to increase by approximately 55% compared to the same period last year.

This outcome has been partly driven by strong revenue growth in October and November with half year revenue expected to be up 7% supported by higher activity levels.

CTI’s transport and logistics operations benefited from increased demand across freight services and project work in Western Australia alongside improved efficiency and better utilisation of the fleet.

For FY25, revenue was $325.4 million while EBITDA increased by 5.3% to $58.9 million and Net profit after tax was $14.2 million which was lower year-on-year due to higher depreciation and interest costs linked to growth investments.

Through expanded capacity, disciplined capital management and selective acquisitions, CTI is set for sustainable earnings growth and attractive shareholder returns.

Lindsay Australia Limited (ASX: LAU)

is a market leading provider of refrigerated transport and integrated logistics services across Australia which operates a national cold chain network supporting horticulture, protein, dairy, grocery and retail customers.

A key recent development was the successful integration of strategic acquisitions including SRT Logistics and GJ Freight which expanded the company’s national footprint.

Lindsay delivered operating revenue of $849.8 million in FY25 while underlying EBITDA was $81.4 million and underlying NPAT came at $22.3 million.

The company distributed fully franked dividends of 3.8 cents per share for FY25 which lifted the payout ratio and showed confidence in future earnings and cash flows.

Lindsay is well positioned to benefit from long-term tailwinds like rising freight volumes, expanding horticulture and food production which is supported by its unique integrated operating model.

(Source: Company Reports)