sjlogistics? also a major beneficiary as middle east activity starts in the mid stream.

From booking and documentation to vessel tracking and delivery, SJ Logistics ensures every process is handled with precision across global supply chains. #SJLogistics #OceanFreight #FreightForwarding #GlobalLogistics #ContainerShipping

sirji #SJlogistics ka bhi kuch batao....chal kya raha hai kuch samaj nahi aa raha even after conversion of warrants by promoter🧐

SJ Logistics #SJLog #SJLogistics Further 1,15,000 warrants converted into shares by promoter 3rd time in last 5 days post results

Effective logistics is about designing the right combination of air, ocean, and land transportation to meet business objectives without compromising efficiency. #SJLogistics #SupplyChainManagement #GlobalTrade #FreightForwarding #LogisticsSolutions

Growth isn’t accidental. It’s strategic. Move smart. Grow stronger. #SJLogistics #Logistics #Business #Growth #Expansion

#Q4FY26 concall pointers: Knowledge Marine and Engineering #KMEW Q1FY27 is expected to be very strong as 50-60cr revenue is deferred from Q4FY26 to Q1FY27 Q1FY27 can do 100cr revenue with 40-43% OPM which is more than 2x over Q1FY26 30-35% CAGR on topline for FY27 and FY28 1400-1500cr orderbook with good pipeline TVS Supply Chain Solutions #TVSSCS #TVSSupplyChain Q4FY26 was a Highest ever quarter in terms of revenue, EBITDA, PBT and PAT in comps history Q4FY26 Rev ⏫21%, EBITDA ⏫30% almost Deal pipeline strong for FY27 New deal wins and business momentum robust Mid teen revenue growth guidance with margin expansion PBT margins to further improve Swamy 3PL to contribute in FY27, EPS accretive SJ Logistics #SJLog #SJLogistics Promoter converts more warrants into equity Last set of conversion 1,70,000 shares converted at 576/Share Ajmera Realty #Ajmera Witnesses good amount of promoter buying in June 25% pre sales growth guidance for FY27 FY26 was a record year of growth

This World Environment Day, we celebrate the balance between global trade and environmental responsibility. Sustainable logistics isn't just a goal; it's the future. #WorldEnvironmentDay #SJLogistics #SustainableLogistics #GreenLogistics #SupplyChain

SJ Logistics #SJLog #SJLogistics 2,45,000 shares converted by promoter at 576rs H2FY26: Rev at 371cr⏫31% EBITDA at 69cr⏫37% OPM at 18.7% vs 17.9% PAT at 43cr⏫34% FY26: Rev at 654cr⏫30% EBITDA at 120cr⏫59% OPM at 18.35% vs 15% PAT at 76cr⏫44% Valuations: FY26 PAT 76cr OCF at 21cr Mkt cap 515cr P/E 6.7x EV/EBITDA at 5.2x RoCE 32% RoE 29% D/E 0.38x PEG at 0.06x Scaling up NVOCC Growth momentum should continue in FY27 with further scale up pf operations Healthy orderbook in ODC and Project Cargo Higher contribution from value added and margin accretive logistics business International expansion

#SME #SJLOGISTICS SJ Logistics posted solid results Walk the talk management till now 🔥 Cash flow from operations also became positive 👍

SJ Logistics (India) Ltd Sector: Logistics & Supply Chain Solutions Author: @fearfullygr33dy SJ Logistics (SJL) is pivoting from pure freight forwarding to high-margin Project Cargo and integrated Vessel Operations. Earnings Inflection: 44% PAT growth in FY26. Valuation Gap: Trading at 6.8x PE despite 30% revenue CAGR. Operational Pivot: Expansion into UAE-based vessel chartering to capture higher-margin cargo flows. Things to watch out for: Cash Flow Disconnect: FY26 CFO is only 28% of PAT. Profitability is not translating to cash; it is trapped in receivables. And in most cases this is because of large, repeat institutional customers being extend a larger credit line. And eventually trims bottomline. By 16Cr this year. However, receivable days in the 120–170 day range appears to be an industry-specific for project cargo, freight forwarding, and multimodal logistics in India. Receivables Pressure: Receivables days at 134 days. Revenue growth is technically debt-funded (₹77 Cr increase in borrowings). Rerating aspects: Mainboard Migration: Necessary to attract institutional credit lines. And possibly have peer mainboard valuations. CFO/PAT Conversion: Must improve from 28%. But mgmt says its by choice. UAE Subsidiary: Success in chartering operations will confirm margin expansion thesis. View High-conviction inflection play. Current 6.8x PE offers significant safety, but the working capital cycle is the primary structural bottleneck. Monitor cash conversion ruthlessly. Our Estimates: Revenue | FY26 ₹653.8 Cr | FY27 Est ₹787.5 Cr PAT | FY26 ₹75.8 Cr | FY27 Est ₹91.35 Cr These are very conservative estimates because of 50% execution efficiency caused by capital stuck in receivables vs the real revenue capability of ₹1,575 Cr. SEBI Disclaimer: For research only. SME stocks carry high liquidity risk. Not a SEBI-registered advisor. Consult a pro. #SJLogistics #sme

SJ Logistics #SJLogistics #SJLog Continues to deliver with good cash flows Disciplined execution Consistent performer with good H2FY26 Good growth vs H1FY26 and H2FY25 Rev at 371cr vs 278cr, H1 at 283cr PBT at 56cr vs 38cr, H1 at 42cr PAT at 42cr vs 29cr, H1 at 32cr FY26 PBT at 97cr vs 68cr FY27 PAT at 76cr vs 52cr OCF at 21cr vs -52cr Sathlokhar Synergies #Sathlokhar #SSEGL Good Q4FY26 Good FY26 Highest ever set with good margin expansion Rev at 277cr vs 186cr, Q3 at 271cr EBITDA at 43cr vs 20cr⏫115% OPM at 15.3% vs 10.6% PBT at 41cr vs 21cr, Q3 at 39cr PAT at 30cr vs 18cr, Q3 at 29cr FY26 Rev at 820cr vs 370cr FY26 PBT at 110cr vs 49cr FY26 PAT at 82cr vs 34cr More than 100% growth across rev, EBITDA, PBT and PAT OCF at -162cr vs -96cr mainly due to inventory increase Inventory at 138cr vs 51cr ,most of it should be executed in FY27 Receivables reduce sharply at 77cr vs 118cr Other current assets spike up to 339cr vs 49cr. This needs clarification in tomorrow's concall Hi Tech Pipes #HiTechPipes Good revenue uptick Decent EBITDA growth Higher finance costs and depreciation lead to flat PBT Rev at 1480cr vs 733cr⏫102% YoY,⏫38% QoQ EBITDA at 46cr vs 35cr⏫33% YoY,⏫11% QoQ Finance costs at 16cr vs 7cr Depreciation at 8cr vs 4cr OPM down at 3.1% vs 4.7% PBT flat at 23cr Vinyas Innovative Technologies #Vinyas Good H2FY26 with good growth vs H1FY26 and H2FY25 Rev at 302cr vs 247cr, H1 at 212cr EBITDA at 37cr vs 24cr, H1 at 21cr PBT at 30cr vs 17cr, H1 at 13cr OCF at -21cr vs 14cr Danlaw Technologies #Danlaw Good Q4FY26 Rev at 80cr vs 62cr, Q3 at 62cr PBT at 13cr vs 9cr, Q3 at 6cr PAT at 9.5cr vs 6.5cr, Q3 at 4.4cr OCF at 21cr vs 10cr Taj GVK Hotels #TajGVK Good Q4FY26 with good QoQ and YoY uptick across all parameters Rev at 159cr vs 125cr, Q3 at 136cr PBT at 43cr vs 34cr, Q3 at 40cr OCF at 173cr vs 116cr #AshokLeyland Rev at 14075cr vs 11857cr, Q3 at 11478cr PBT at 1909cr vs 1671cr, Q3 at 1373cr PAT at 1404cr vs 1245cr, Q3 at 796cr OCF at 4792cr vs 7819cr #EmamiPaper Good Q4FY26 with solid QoQ and YoY uptick across profitability metrics Rev at 496cr vs 474cr, Q3 at 500cr Other income at 14cr vs 2cr PBT at 46cr vs 4cr, Q3 at 29cr PAT at 32cr vs 4cr, Q3 at 17cr OCF at 197cr vs 44cr #UdayJewellery Solid Q4FY26 with big QoQ and YoY uptick across all parameters Rev at 226cr vs 106cr, Q3 at 204cr PBT at 15cr vs 3cr, Q3 at 8cr PAT at 11cr vs 2cr, Q3 at 6cr Inventory at 205cr vs 117cr OCF at -107cr vs -18cr #CordsCable Rev at 266cr vs 233cr, Q3 at 236cr PBT at 11cr vs 6cr, Q3 at 6.5cr PAT at 8.2cr vs 4.3cr, Q3 at 5cr OCF at 43cr vs 14cr #PartyCruisers Rev at 111cr vs 84cr, H1 at 36cr PBT at 14cr vs 8.6cr, H1 at 3cr PAT 10cr vs 6cr, H1 at 2.6cr #IndNippon India Nippon Electricals Rev at 299cr vs 233cr, Q3 at 272cr PBT at 35cr vs 25cr, Q3 at 33cr OCF at 40cr vs 50cr #Technocraft Rev at 712cr vs 702cr, Q3 at 662cr Good margin expansion QoQ and YoY Other income at 14cr vs 29cr PBT at 105cr vs 92cr, Q3 at 74cr OCF at 243cr vs 276cr #LordsChloro Rev at 98cr vs 80cr, Q3 at 94cr PBT at 6.2cr vs 3.6cr, Q3 at 4.1cr OCF at 27cr vs 9cr #ShivamChemicals Rev at 152cr vs 130cr, H1 at 132cr PBT at 5.2cr vs 2.1cr, H1 at 2.5cr PAT at 4.2cr vs 1.5cr, H1 at 2cr OCF at -6cr vs -14cr #ThemisMed Rev at 77cr vs 71cr, Q3 net 90cr PBT at 9cr vs loss, Q3 at 10cr 9cr includes 7cr from associates/JV OCF at -3cr vs 35cr #BLKashyap Rev at 364cr vs 294cr, Q3 at 324cr Other income at 16cr vs 4cr PBT at 27cr vs loss, Q3 at 16cr OCF at 109cr vs 87cr #SourceNaturalFoods Rev at 23cr vs 18cr, Q3 at 22cr PBT at 2cr vs 0.8cr, Q3 at 1.1cr OCF at -2.4cr #Balurghat Rev at 32cr vs 26cr, Q3 at 28cr PBT at 4.8cr vs 0.8cr, Q3 at loss OCF at -4cr vs -8cr Decent: #Alkem-EBITDA below ests #Hawkins-Rwv⏫18%, PBT ⏫14% #HMVL #KCP-Rev⏫6%, PBT ⏫15% #PurpleWaveInfo-Rev flat, PBT ⏫36% #AgarwalToughGlass-PBT⏫15% #NaharSpng-PBT⏫11%

🚨 Q4FY26 Earnings Heat (27–28 May) - More Record Quarters Rolling In🔥 💥 BLOCKBUSTERS • #AdityaInfotech #CPPlus: Rev ₹1422Cr | PAT ₹169Cr ( 207%) → Record quarter strong FY27 growth guidance • #UniVastu: Rev ₹109Cr | PAT ₹10Cr ( 150%) → Highest ever quarter with healthy orderbook • #SSEGL: EBITDA 115% | PAT ₹30Cr → Massive FY26 growth margin expansion • #GPEco: FY26 PAT ₹43Cr vs ₹10Cr → Explosive H2 growth momentum • #ShraddhaPrime: Rev ₹186Cr vs ₹48Cr | PAT ₹23Cr → Strong execution-led growth • #LumaxIndustries: EBITDA 65% | OPM 10.3% → Highest ever quarter OCF ₹372Cr ✅ STRONG & SOLID • #SJLogistics: PAT ₹42Cr → Consistent growth positive OCF • #UdayJewellery: Rev ₹226Cr vs ₹106Cr → Strong QoQ/YoY momentum • #AVTNPL: PAT ₹22Cr → Healthy profitability growth • #TimeTechnoplast: PAT ₹134Cr → Stable execution quarter • #GPPL: PAT ₹142Cr → Strong cash flow ₹510Cr • #HiTechPipes: Revenue 102% YoY → Massive scale-up in business • #TajGVKHotels: Strong hospitality growth → Healthy QoQ/YoY across metrics • #EmamiPaper: PAT ₹32Cr vs ₹4Cr → Sharp profitability recovery OCF ₹197Cr • #FrontierSprings: PAT ₹17Cr → Consistent growth visible • #VinyasInnovative: PBT ₹30Cr → Strong H2 execution 📈 Other Strong Names: #UniAbex #MarineElectricals #ParagonFine #Kapston #EPSIndia #EuroIndiaFresh #AdiSoft Which stock impressed you the most? 👀 #Q4FY26 #Investing #LNPR #EarningsSeason

S J LOGISTICS (INDIA) LTD H2FY26 RESULTS #H2Results #FY26 #StockMarket #Nifty #SJLogistics 🟢 Revenue: ₹370.89 Cr vs ₹277.58 Cr ( 33.62% YoY) 🟢 EBITDA: ₹69.35 Cr vs ₹43.60 Cr ( 59.07% YoY) 🟢 EBITDA Margin: 18.70% vs 15.71% YoY 🟢 PBT: ₹55.57 Cr vs ₹38.07 Cr ( 45.96% YoY) 🟢 PAT: ₹43.43 Cr vs ₹29.05 Cr ( 49.50% YoY) 🟢 Other Income: ₹0.21 Cr vs ₹0.19 Cr YoY 🗣️ Management Update: The company delivered strong half-yearly growth across revenue and profitability, supported by healthy expansion in logistics demand and improved operating efficiency. Margin expansion also reflects better cost control and scale benefits. Overall performance indicates consistent business momentum with improving earnings quality. Can S J Logistics sustain this high double-digit growth in FY27? 🤔 #LogisticsStocks #SMEStocks #IndianStockMarket #StocksToWatch

🚢 S J Logistics FY26 Results 💰 Revenue ₹654 Cr 🔼30% YoY 📈 PAT ₹75.8 Cr 🔼43% YoY 🧾 EPS ₹49.5 | Diluted ₹47.5 💎At ₹339, P/E ~7x 🌍 Clean audit UAE expansion Recently added to my portfolio✨ ⚠️ Watch: receivables, debt & cash conversion #SJLogistics #shipping #SMEs

#SJLogistics FY26: Revenue ₹653.7 Cr ( 30%), EBITDA ₹120.4 Cr ( 59%), PAT ₹75.8 Cr ( 44%). PAT margin expanded to 11.6%. OCF stayed positive at ₹21.2 Cr but moderated YoY. At CMP ₹340, FY26 diluted PE ~7.2x. Strong growth, cash-flow watch.

🚨#SJLogistics FY26 results: FY26 vs FY25 👉Revenue 654cr vs 502cr ⬆️ 30% YOY 👉PAT 76cr vs 53cr ⬆️ 43% YOY 👉EPS ₹47.91 vs ₹35.34 ⬆️ 37% YOY 👉Stock trades at 6.8 PE 👉Trade receivables 240cr vs 193cr👎 👉Borrowings increased👎 👉Cashflow from operations 21cr vs -51cr👍

S J Logistics (India) Limited (SME) H2FY26 Results:- #H2FY26 #Stockmarket #Nifty #SJlogistics H2FY26 vs H2FY25 Revenue 370.89 Cr vs 277.58 Cr ( 33.62% YoY) EBITDA 69.35 Cr vs 43.60 Cr ( 59.07% YoY) EBITDA Margin 18.70% vs 15.71% YoY PBT 55.57 Cr vs 38.07 Cr ( 45.96% YoY) PAT 43.43 Cr vs 29.05 Cr ( 49.50% YoY) Other Income 0.21 Cr vs 0.19 Cr YoY