| Order Value | ₹26.88 CrTotal Contract |
|---|---|
| Market Cap | ₹108.64 CrSmall Cap |
| ROE Annual | 19.33%Efficiency |
| P/E TTM | 10.77Sector PE 31.38 |
| Order from | Steel Authority of India Limited |
| Execution period | 2 years |
Key highlights
- Contract awarded by SAIL's Central Marketing Organisation, Eastern Region
- Total order value estimated at ₹26.88 crore excluding applicable taxes
- Execution involves steel transport from IISCO Steel Plant to Delhi and Visakhapatnam
- Contract duration is two years with operations commencing October 01, 2026
- Agreement includes an option clause for +/- 50% variation in quantity or duration
What Is the Order?
Jayesh Logistics Limited has been awarded a Long-Term Transportation Contract (LTC-26) by the Steel Authority of India Limited. The scope of work encompasses the movement of steel products from the IISCO Steel Plant located in Burnpur. Specifically, the agreement outlines indicative quantities including 2,000 MT destined for Delhi at a rate of ₹3,320 per MT and 2,000 MT for Visakhapatnam at ₹2,280 per MT.
The contract is valued at ₹26.88 crore based on these indicative quantities and will be executed on a freight-per-ton basis. A security deposit of ₹15,00,000 is required, and payment terms are set within 30 days as per tender conditions.
Client Profile
The contract was awarded by the Central Marketing Organisation (Eastern Region) of the Steel Authority of India Limited (SAIL). SAIL is one of the largest steelmaking companies in India and a Maharatna Central Public Sector Enterprise. It operates five integrated plants and three special steel plants, primarily in the eastern and central regions of India.
Partnering with a PSU of this stature provides Jayesh Logistics with stable revenue visibility and reinforces its credentials as a reliable logistics partner for heavy industrial cargo within the domestic market.
Business Impact
- Adds approximately ₹13.44 crore to annual revenue for the next two fiscal years.
- Strengthens the company's relationship with SAIL, a key account in the steel logistics segment.
- The two-year execution window provides steady cash flow and operational stability.
- Utilizes existing fleet capacity for high-volume bulk transportation across major national corridors.
- Reinforces market position in the specialised warehousing and industrial logistics sector.
Financial Context
Jayesh Logistics currently holds a market capitalization of ₹108.64 crore, making this ₹26.88 crore order a substantial addition to its project pipeline. The company reported an annual operating revenue of ₹129.3 crore with a net profit of ₹10.08 crore for the previous fiscal year. With a P/E ratio of 10.77x compared to the sector average of 31.38x, the company maintains a competitive valuation profile.
The high promoter holding of 71.22% reflects strong internal confidence as the company scales its operations in the transportation and warehousing industry.
| Share price | ₹125 |
|---|---|
| Market capitalisation | ₹108.64 |
| Revenue (annual) | ₹129.30 |
| Net profit (annual) | ₹10.08 |
| P/E (TTM) | 10.77×Sector 31.38× |
| Promoter holding | 71.22% |
| FII holding | 2.34%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by Jayesh Logistics Limited announcing the receipt of a work order from Steel Authority of India Limited. Market figures from a third-party data provider.
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