Jayesh Logistics Ltd
Established in May 2011, Jayesh Logistics Limited is a comprehensive logistics solutions provider.[1]
- Market Cap ₹ 100 Cr.
- Current Price ₹ 115
- High / Low ₹ 200 / 106
- Stock P/E 9.94
- Book Value ₹ 60.0
- Dividend Yield 0.04 %
- ROCE 21.8 %
- ROE 29.0 %
- Face Value ₹ 10.0
Pros
- Company has delivered good profit growth of 64.4% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 38.0%
Cons
- Company might be capitalizing the interest cost
- Working capital days have increased from 46.2 days to 86.4 days
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Services Services Transport Services Logistics Solution Provider
Part of Nifty SME Emerge
Half Yearly Results
Figures in Rs. Crores
Profit & Loss
Figures in Rs. Crores
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| 56 | 51 | 60 | 88 | 112 | 129 | |
| 50 | 47 | 55 | 78 | 95 | 109 | |
| Operating Profit | 6 | 5 | 5 | 10 | 17 | 20 |
| OPM % | 11% | 9% | 8% | 12% | 15% | 16% |
| 0 | 0 | 0 | 0 | 0 | 0 | |
| Interest | 1 | 1 | 1 | 2 | 3 | 3 |
| Depreciation | 3 | 3 | 2 | 4 | 5 | 5 |
| Profit before tax | 1 | 1 | 1 | 4 | 10 | 13 |
| Tax % | 42% | 0% | 27% | 28% | 25% | 20% |
| 1 | 1 | 1 | 3 | 7 | 10 | |
| EPS in Rs | 14.93 | 17.06 | 19.37 | 56.16 | 11.38 | 11.60 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 18% |
| 3 Years: | 29% |
| TTM: | 15% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 64% |
| 3 Years: | 110% |
| TTM: | 40% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | % |
| 1 Year: | % |
| Return on Equity | |
|---|---|
| 10 Years: | % |
| 5 Years: | 37% |
| 3 Years: | 38% |
| Last Year: | 29% |
Balance Sheet
Figures in Rs. Crores
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Equity Capital | 0.56 | 0.56 | 0.56 | 0.56 | 6 | 9 |
| Reserves | 2 | 3 | 4 | 7 | 11 | 43 |
| 15 | 13 | 12 | 27 | 28 | 45 | |
| 9 | 4 | 5 | 12 | 14 | 13 | |
| Total Liabilities | 27 | 21 | 22 | 48 | 59 | 110 |
| 9 | 6 | 6 | 18 | 13 | 43 | |
| CWIP | 0 | 0 | 0 | 0 | 0 | 2 |
| Investments | 0 | 0 | 0 | 1 | 3 | 0 |
| 19 | 16 | 16 | 29 | 43 | 65 | |
| Total Assets | 27 | 21 | 22 | 48 | 59 | 110 |
Cash Flows
Figures in Rs. Crores
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| 2 | -3 | 5 | 3 | 4 | -5 | |
| 0 | 0 | -2 | -16 | -3 | -33 | |
| -2 | 3 | -2 | 13 | 0 | 39 | |
| Net Cash Flow | 0 | 0 | 0 | -0 | 1 | 1 |
| Free Cash Flow | 2 | -3 | 2 | -13 | 3 | -41 |
| CFO/OP | 34% | -53% | 109% | 34% | 29% | -5% |
Ratios
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Debtor Days | 110 | 99 | 88 | 95 | 123 | 140 |
| Inventory Days | ||||||
| Days Payable | ||||||
| Cash Conversion Cycle | 110 | 99 | 88 | 95 | 123 | 140 |
| Working Capital Days | -5 | -6 | -2 | 18 | 34 | 86 |
| ROCE % | 11% | 17% | 25% | 31% | 22% |
Insights
In beta| Mar 2022 | Mar 2023 | Mar 2024 | |
|---|---|---|---|
| Average Revenue per Order Rs. Lakhs per order |
|
||
| Freight Revenue Share % of revenue from operations |
|||
| India-Nepal Corridor Revenue Share % of revenue from operations |
|||
| Number of Orders orders |
|||
| Own Fleet Revenue Share % of revenue from operations |
|||
| Owned Fleet Size vehicles |
|||
| Top 10 Customer Concentration % of revenue from operations |
|||
| Top 10 Supplier Concentration % of cost of services |
|||
Extracted by Screener AI
Documents
Announcements
-
Bagging/Receiving of orders/contracts
- Received Rs 26.88 crore transportation contract from SAIL; operations start October 1, 2026.
-
Bagging/Receiving of orders/contracts
- Jayesh Logistics wins ₹26.88 crore road transport order from SAIL, starting October 1, 2026 for two years.
-
Shareholders meeting
- 15th AGM resolutions passed; FY26 audited results adopted, 0.05 dividend approved, Navita Kundaliya reappointed.
-
Shareholders meeting
- 15th AGM held on September 26, 2026; shareholders approved 0.05 final dividend and director reappointment.
-
Trading Window
- Trading window closes from October 1, 2026 until 48 hours after half-year results.
Business Profile[1]
Jayesh Logistics Ltd is a logistics and supply chain management service provider specializing in freight transportation (road & rail) and non-freight value-added services. It primarily operates in the Eastern region of India and the Indo-Nepal corridor, handling both domestic and cross-border consignments