Lancer Containers Lines Ltd
Incorporate in 2011, Lancer Container Lines Ltd is in the business of shipping and logistics services in India and abroad
- Market Cap ₹ 1,965 Cr.
- Current Price ₹ 90.9
- High / Low ₹ 106 / 40.3
- Stock P/E 65.4
- Book Value ₹ 13.6
- Dividend Yield 0.00 %
- ROCE 23.7 %
- ROE 33.8 %
- Face Value ₹ 5.00
Pros
- Company has delivered good profit growth of 42.7% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 35.3%
- Company's median sales growth is 37.4% of last 10 years
Cons
- Though the company is reporting repeated profits, it is not paying out dividend
- Promoter holding has decreased over last quarter: -1.36%
- Debtor days have increased from 36.3 to 43.9 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
Sector: Logistics Industry: Miscellaneous
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
5 | 21 | 22 | 30 | 43 | 78 | 109 | 197 | 265 | 300 | 595 | 682 | 502 | |
5 | 20 | 20 | 27 | 37 | 71 | 95 | 177 | 243 | 276 | 548 | 610 | 442 | |
Operating Profit | 0 | 0 | 2 | 4 | 6 | 6 | 14 | 21 | 22 | 23 | 47 | 71 | 60 |
OPM % | 1% | 2% | 8% | 13% | 15% | 8% | 13% | 10% | 8% | 8% | 8% | 10% | 12% |
0 | 0 | 0 | 0 | -0 | 2 | 1 | 1 | 1 | 1 | 2 | 11 | 14 | |
Interest | 0 | 0 | 1 | 1 | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 12 | 15 |
Depreciation | 0 | 0 | 1 | 2 | 4 | 4 | 5 | 7 | 9 | 10 | 10 | 16 | 17 |
Profit before tax | 0 | 0 | 1 | 1 | 1 | 2 | 9 | 12 | 11 | 12 | 37 | 54 | 42 |
Tax % | 50% | 32% | 31% | 31% | 28% | 19% | 26% | 30% | 26% | 26% | 27% | 26% | |
0 | 0 | 0 | 0 | 1 | 2 | 7 | 8 | 8 | 9 | 27 | 40 | 30 | |
EPS in Rs | 1.16 | 0.05 | 0.05 | 0.10 | 0.38 | 0.46 | 0.44 | 0.49 | 1.50 | 2.17 | 1.58 | ||
Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 6% | 0% | 0% |
Compounded Sales Growth | |
---|---|
10 Years: | 42% |
5 Years: | 44% |
3 Years: | 37% |
TTM: | -35% |
Compounded Profit Growth | |
---|---|
10 Years: | 73% |
5 Years: | 43% |
3 Years: | 71% |
TTM: | -31% |
Stock Price CAGR | |
---|---|
10 Years: | % |
5 Years: | 95% |
3 Years: | 205% |
1 Year: | 24% |
Return on Equity | |
---|---|
10 Years: | 34% |
5 Years: | 34% |
3 Years: | 35% |
Last Year: | 34% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Sep 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 0 | 0 | 1 | 3 | 4 | 6 | 10 | 10 | 10 | 10 | 30 | 31 | 108 |
Reserves | 0 | 1 | 1 | 1 | 2 | 5 | 9 | 17 | 25 | 34 | 40 | 135 | 185 |
2 | 3 | 8 | 14 | 20 | 21 | 20 | 35 | 30 | 31 | 42 | 283 | 162 | |
1 | 5 | 7 | 5 | 8 | 9 | 13 | 22 | 31 | 45 | 80 | 36 | 22 | |
Total Liabilities | 4 | 8 | 17 | 23 | 34 | 41 | 52 | 84 | 96 | 120 | 192 | 484 | 477 |
2 | 4 | 7 | 18 | 26 | 28 | 35 | 63 | 66 | 65 | 81 | 109 | 113 | |
CWIP | 0 | 0 | 0 | 0 | 0 | 0 | 3 | 0 | 0 | 0 | 5 | 0 | 0 |
Investments | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 2 | 3 | 4 | 3 | 6 | 4 |
2 | 4 | 10 | 5 | 8 | 13 | 14 | 18 | 27 | 51 | 104 | 370 | 359 | |
Total Assets | 4 | 8 | 17 | 23 | 34 | 41 | 52 | 84 | 96 | 120 | 192 | 484 | 477 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
-1 | 2 | -1 | 8 | 6 | 6 | 15 | 21 | 17 | 29 | 51 | -13 | |
-2 | -2 | -4 | -13 | -12 | -6 | -15 | -34 | -6 | -4 | -18 | -38 | |
3 | 0 | 5 | 6 | 7 | 2 | -0 | 12 | -9 | -13 | -6 | 36 | |
Net Cash Flow | 0 | -0 | 0 | 1 | 1 | 2 | 0 | -1 | 2 | 12 | 28 | -15 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 56 | 47 | 62 | 25 | 21 | 29 | 25 | 21 | 25 | 35 | 30 | 44 |
Inventory Days | 46 | 50 | 355 | 0 | ||||||||
Days Payable | 14 | 203 | 422 | |||||||||
Cash Conversion Cycle | 88 | -106 | -4 | 25 | 21 | 29 | 25 | 21 | 25 | 35 | 30 | 44 |
Working Capital Days | 36 | -12 | 13 | -45 | -44 | -25 | -13 | -15 | -8 | -14 | -15 | 27 |
ROCE % | 10% | 17% | 13% | 13% | 13% | 30% | 28% | 22% | 22% | 43% | 24% |
Documents
Announcements
- Board Meeting Intimation for Considering The Proposal For Obtaining An Enabling Resolution From The Shareholders For Fund Raising By Way Of One Or More Qualified Institutions Placements (QIP''s) Subject To Such Approvals As May Be Required Including The Approval Of The Members 30 Nov
- Announcement under Regulation 30 (LODR)-Earnings Call Transcript 23 Nov
- Announcement Under Regulation 30 (LODR)- Audio Link Of Earnings Call Q-2 FY 23-24 21 Nov
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Announcement under Regulation 30 (LODR)-Acquisition
20 Nov - Disclosure under Regulation 30 of the SEBI (LODR) 2015
- Announcement Under Regulation 30 (Hosting Analyst Meet On Tuesday, 21St November, 2023 At 4:00 PM IST For Discussion On Un-Audited Results For Q2, FY 23-24 And Outlook Of The Business) 15 Nov
Annual reports
Concalls
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Nov 2023TranscriptPPT
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Aug 2023TranscriptPPT
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Mar 2023TranscriptPPT
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Oct 2021TranscriptNotesPPT
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Feb 2020TranscriptNotesPPT
Business Overview
The company's primary business is Ocean transport services of intermodal containers by container ships (NVOCC – Non-Vessel Operating Common Carrier). [1] It operates an asset-light business with a mix of 14,000+ owned and leased containers, offering services to 86 ports as well as inland destinations through 14 offices in India and a subsidiary in Dubai, covering more than 30 countries. [2]