New Risk • May 25
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 222% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Market cap is less than US$10m (₹652.0m market cap, or US$6.81m). Minor Risk Large one-off items impacting financial results. Reported Earnings • May 22
Full year 2026 earnings released: EPS: ₹0.51 (vs ₹0.30 in FY 2025) Full year 2026 results: EPS: ₹0.51 (up from ₹0.30 in FY 2025). Revenue: ₹2.51b (up 8.5% from FY 2025). Net income: ₹36.1m (up 73% from FY 2025). Profit margin: 1.4% (up from 0.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹5.88, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 14x in the Transportation industry in India. Total loss to shareholders of 88% over the past three years. Reported Earnings • Feb 09
Third quarter 2026 earnings released: EPS: ₹0.13 (vs ₹0.07 in 3Q 2025) Third quarter 2026 results: EPS: ₹0.13 (up from ₹0.07 in 3Q 2025). Revenue: ₹630.8m (up 11% from 3Q 2025). Net income: ₹9.11m (up 91% from 3Q 2025). Profit margin: 1.4% (up from 0.8% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 49% per year whereas the company’s share price has fallen by 47% per year. Reported Earnings • Nov 16
Second quarter 2026 earnings released: EPS: ₹0.10 (vs ₹0.03 in 2Q 2025) Second quarter 2026 results: EPS: ₹0.10 (up from ₹0.03 in 2Q 2025). Revenue: ₹644.1m (up 5.5% from 2Q 2025). Net income: ₹7.44m (up 274% from 2Q 2025). Profit margin: 1.2% (up from 0.3% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 42% per year. Announcement • Aug 28
Shreeji Translogistics Limited, Annual General Meeting, Sep 30, 2025 Shreeji Translogistics Limited, Annual General Meeting, Sep 30, 2025, at 16:30 Indian Standard Time. Reported Earnings • Aug 12
First quarter 2026 earnings released: EPS: ₹0.11 (vs ₹0.09 in 1Q 2025) First quarter 2026 results: EPS: ₹0.11 (up from ₹0.09 in 1Q 2025). Revenue: ₹581.9m (flat on 1Q 2025). Net income: ₹7.54m (up 19% from 1Q 2025). Profit margin: 1.3% (up from 1.1% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings. Announcement • Aug 06
Shreeji Translogistics Limited to Report Q1, 2026 Results on Aug 11, 2025 Shreeji Translogistics Limited announced that they will report Q1, 2026 results on Aug 11, 2025 New Risk • Jul 28
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₹863.8m (US$9.97m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Market cap is less than US$10m (₹863.8m market cap, or US$9.97m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.9% net profit margin). New Risk • Jun 23
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₹867.3m (US$9.99m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Market cap is less than US$10m (₹867.3m market cap, or US$9.99m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (0.9% net profit margin). Reported Earnings • Jun 02
Full year 2025 earnings released: EPS: ₹0.30 (vs ₹2.34 in FY 2024) Full year 2025 results: EPS: ₹0.30 (down from ₹2.34 in FY 2024). Revenue: ₹2.34b (down 8.0% from FY 2024). Net income: ₹20.9m (down 87% from FY 2024). Profit margin: 0.9% (down from 6.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings. Announcement • May 22
Shreeji Translogistics Limited to Report Q4, 2025 Results on May 30, 2025 Shreeji Translogistics Limited announced that they will report Q4, 2025 results on May 30, 2025 New Risk • May 09
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₹823.9m (US$9.65m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Market cap is less than US$10m (₹823.9m market cap, or US$9.65m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin). New Risk • Apr 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Market cap is less than US$10m (₹740.8m market cap, or US$8.65m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin). Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to ₹11.71, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 20x in the Transportation industry in India. Total loss to shareholders of 62% over the past three years. Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹11.04, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 18x in the Transportation industry in India. Total loss to shareholders of 60% over the past three years. New Risk • Feb 28
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₹858.9m (US$9.83m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Market cap is less than US$10m (₹858.9m market cap, or US$9.83m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin). New Risk • Feb 17
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.9x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin). Market cap is less than US$100m (₹963.0m market cap, or US$11.1m). Reported Earnings • Feb 15
Third quarter 2025 earnings released: EPS: ₹0.07 (vs ₹0.74 in 3Q 2024) Third quarter 2025 results: EPS: ₹0.07 (down from ₹0.74 in 3Q 2024). Revenue: ₹570.2m (down 14% from 3Q 2024). Net income: ₹4.77m (down 91% from 3Q 2024). Profit margin: 0.8% (down from 7.8% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings. Announcement • Feb 07
Shreeji Translogistics Limited to Report Q3, 2025 Results on Feb 13, 2025 Shreeji Translogistics Limited announced that they will report Q3, 2025 results at 12:15 PM, Indian Standard Time on Feb 13, 2025 New Risk • Nov 22
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (₹1.33b market cap, or US$15.7m). New Risk • Nov 16
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.4% Last year net profit margin: 6.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (₹1.43b market cap, or US$17.0m). Reported Earnings • Nov 16
Second quarter 2025 earnings released: EPS: ₹0.03 (vs ₹0.70 in 2Q 2024) Second quarter 2025 results: EPS: ₹0.03 (down from ₹0.70 in 2Q 2024). Revenue: ₹621.4m (down 5.1% from 2Q 2024). Net income: ₹1.99m (down 96% from 2Q 2024). Profit margin: 0.3% (down from 7.4% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 09
Shreeji Translogistics Limited to Report Q2, 2025 Results on Nov 14, 2024 Shreeji Translogistics Limited announced that they will report Q2, 2025 results on Nov 14, 2024 Upcoming Dividend • Sep 16
Upcoming dividend of ₹0.10 per share Eligible shareholders must have bought the stock before 23 September 2024. Payment date: 30 October 2024. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (2.4%). Announcement • Aug 26
Shreeji Translogistics Limited, Annual General Meeting, Sep 30, 2024 Shreeji Translogistics Limited, Annual General Meeting, Sep 30, 2024, at 16:30 Indian Standard Time. Reported Earnings • Aug 16
First quarter 2025 earnings released: EPS: ₹0.09 (vs ₹0.58 in 1Q 2024) First quarter 2025 results: EPS: ₹0.09 (down from ₹0.58 in 1Q 2024). Revenue: ₹592.8m (flat on 1Q 2024). Net income: ₹6.34m (down 85% from 1Q 2024). Profit margin: 1.1% (down from 6.9% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 15
Shreeji Translogistics Limited Approves the Appointment of Himani Dave as Company Secretary Shreeji Translogistics Limited informed that the Board of Directors of the Company has, at its meeting held on 14th August, 2024, approved the appointment of Mrs. Himani Dave (Membership No. A26285) as Company Secretary in terms of Section 203 of the Companies Act, 2013 and Compliance Officer in terms of Regulation 6 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 with effect from 14 August, 2024. Announcement • Aug 09
Shreeji Translogistics Limited to Report Q1, 2025 Results on Aug 14, 2024 Shreeji Translogistics Limited announced that they will report Q1, 2025 results on Aug 14, 2024 Reported Earnings • Jun 01
Full year 2024 earnings released: EPS: ₹2.34 (vs ₹1.58 in FY 2023) Full year 2024 results: EPS: ₹2.34 (up from ₹1.58 in FY 2023). Revenue: ₹2.66b (up 32% from FY 2023). Net income: ₹164.7m (up 50% from FY 2023). Profit margin: 6.2% (up from 5.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 31
Shreeji Translogistics Limited Recommends Final Dividend for the Year Ended March 31, 2024 Shreeji Translogistics Limited Recommended a final dividend of INR 0.10 per Equity Share of INR 2 each for the financial year ended 31st March, 2024, subject To Approve the shareholders at the upcoming Annual General Meeting. Announcement • May 24
Shreeji Translogistics Limited Announces Resignation of Himani Dave as Company Secretary and Compliance Officer, Effective May 26, 2024 Shreeji Translogistics Limited announced that Mrs. Himani Dave, Company Secretary and Compliance Officer of the Company, has expressed her intention to resign effective May 26, 2024 due to personal reasons. The company has accepted her resignation and she would cease to be the Company Secretary and Compliance Officer effective May 26, 2024. A new Company Secretary and Compliance Officer shall be appointed shortly and the same shall be intimated to the Stock Exchange. Announcement • May 22
Shreeji Translogistics Limited to Report Q4, 2024 Results on May 29, 2024 Shreeji Translogistics Limited announced that they will report Q4, 2024 results on May 29, 2024 Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹32.64, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 39x in the Transportation industry in India. Total returns to shareholders of 306% over the past three years. Valuation Update With 7 Day Price Move • Mar 12
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹30.46, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 40x in the Transportation industry in India. Total returns to shareholders of 309% over the past three years. New Risk • Feb 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.2% average weekly change). Market cap is less than US$100m (₹2.57b market cap, or US$31.0m). Reported Earnings • Jan 19
Third quarter 2024 earnings released: EPS: ₹0.99 (vs ₹0.51 in 3Q 2023) Third quarter 2024 results: EPS: ₹0.99 (up from ₹0.51 in 3Q 2023). Revenue: ₹701.4m (up 35% from 3Q 2023). Net income: ₹51.6m (up 92% from 3Q 2023). Profit margin: 7.4% (up from 5.2% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has increased by 97% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 01
Shreeji Translogistics Limited to Report Q3, 2024 Results on Jan 18, 2024 Shreeji Translogistics Limited announced that they will report Q3, 2024 results on Jan 18, 2024 Reported Earnings • Nov 10
Second quarter 2024 earnings released: EPS: ₹0.93 (vs ₹0.55 in 2Q 2023) Second quarter 2024 results: EPS: ₹0.93 (up from ₹0.55 in 2Q 2023). Revenue: ₹677.2m (up 38% from 2Q 2023). Net income: ₹48.5m (up 67% from 2Q 2023). Profit margin: 7.2% (up from 5.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 28
Shreeji Translogistics Limited to Report Q2, 2023 Results on Nov 09, 2023 Shreeji Translogistics Limited announced that they will report Q2, 2023 results on Nov 09, 2023 Upcoming Dividend • Jul 31
Upcoming dividend of ₹0.20 per share at 0.3% yield Eligible shareholders must have bought the stock before 07 August 2023. Payment date: 13 September 2023. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.5%). Reported Earnings • Jul 25
Full year 2023 earnings released: EPS: ₹2.11 (vs ₹1.76 in FY 2022) Full year 2023 results: EPS: ₹2.11 (up from ₹1.76 in FY 2022). Revenue: ₹2.01b (up 21% from FY 2022). Net income: ₹109.9m (up 20% from FY 2022). Profit margin: 5.5% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has increased by 114% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 24
Shreeji Translogistics Limited, Annual General Meeting, Aug 14, 2023 Shreeji Translogistics Limited, Annual General Meeting, Aug 14, 2023, at 16:30 Indian Standard Time. Agenda: To consider the Audited Standalone Financial Statements of the Company for the financial year ended 31st March, 2023 and the Reports of the Board of Directors and the Auditors thereon; to declare dividend on Equity Shares of the Company for the financial year ended 31st March, 2023; to appoint a Director in place of Mr. Bipin C. Shah (DIN: 00280559), who retires by rotation and being eligible, offers himself for re-appointment; and to consider other business matters. Announcement • Jul 23
Shreeji Translogistics Limited Recommends Final Dividend for the Year Ended March 31, 2023 Shreeji Translogistics Limited recommend a final dividend of INR 0.20 per equity share of face value of INR 2.00 each (i.e. at 10% of face value) for the year ended 31st March, 2023, the Company has fixed 7th August, 2023, as the Record Date for determining the entitlement of members for payment of Final Dividend, if approved at the AGM to be held on August 14, 2023. Announcement • Jul 12
Shreeji Translogistics Limited to Report Q1, 2024 Results on Aug 08, 2023 Shreeji Translogistics Limited announced that they will report Q1, 2024 results on Aug 08, 2023 Reported Earnings • May 18
Full year 2023 earnings released: EPS: ₹2.11 (vs ₹1.75 in FY 2022) Full year 2023 results: EPS: ₹2.11 (up from ₹1.75 in FY 2022). Revenue: ₹2.02b (up 22% from FY 2022). Net income: ₹109.9m (up 20% from FY 2022). Profit margin: 5.4% (down from 5.5% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has increased by 112% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Jan 31
Third quarter 2023 earnings released: EPS: ₹2.57 (vs ₹2.50 in 3Q 2022) Third quarter 2023 results: EPS: ₹2.57 (up from ₹2.50 in 3Q 2022). Revenue: ₹522.8m (up 13% from 3Q 2022). Net income: ₹26.9m (up 2.9% from 3Q 2022). Profit margin: 5.2% (down from 5.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has increased by 98% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 10
Shreeji Translogistics Limited to Report Q3, 2023 Results on Jan 30, 2023 Shreeji Translogistics Limited announced that they will report Q3, 2023 results on Jan 30, 2023 Valuation Update With 7 Day Price Move • Dec 06
Investor sentiment improved over the past week After last week's 16% share price gain to ₹451, the stock trades at a trailing P/E ratio of 47x. Average trailing P/E is 22x in the Transportation industry in India. Total returns to shareholders of 925% over the past three years. Board Change • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 2 independent directors. 10 non-independent directors. Independent Director Hasmukh Shah was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improved over the past week After last week's 29% share price gain to ₹424, the stock trades at a trailing P/E ratio of 44.2x. Average trailing P/E is 25x in the Transportation industry in India. Total returns to shareholders of 910% over the past three years. Reported Earnings • Nov 04
Second quarter 2023 earnings released Second quarter 2023 results: EPS: ₹2.77. Net income: ₹29.0m (up ₹29.0m from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Sep 09
Shreeji Translogistics Limited Appoints Hasmukh Champaklal Shah as Independent Director Shreeji Translogistics Limited at its AGM held on September 07, 2022, approved the appointment of Mr. Hasmukh Champaklal Shah as an Independent Director. Upcoming Dividend • Aug 19
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 26 August 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (2.0%). Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment improved over the past week After last week's 20% share price gain to ₹293, the stock trades at a trailing P/E ratio of 29.9x. Average trailing P/E is 27x in the Transportation industry in India. Total returns to shareholders of 544% over the past three years. Reported Earnings • Aug 12
First quarter 2023 earnings released: EPS: ₹2.52 (vs ₹2.23 in 1Q 2022) First quarter 2023 results: EPS: ₹2.52 (up from ₹2.23 in 1Q 2022). Revenue: ₹467.7m (up 23% from 1Q 2022). Net income: ₹26.4m (up 13% from 1Q 2022). Profit margin: 5.7% (down from 6.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 04
Shreeji Translogistics Limited Announces Resignation of Paresh Hasmukhlal Ashra as Non-Executive Independent Director The Board of Director of Shreeji Translogistics Limited has at its meeting held on 2 August, 2022 approved completion of term of Mr. Paresh Hasmukhlal Ashra (DIN: 00557730) as a Non-Executive Independent Director of the Company with effect from 2 August, 2022. Announcement • May 12
Shreeji Translogistics Limited Recommends Final Dividend for the Financial Year Ended 31 March, 2022 Shreeji Translogistics Limited announced that the Board of Directors of the Company has recommended a final dividend at the rate of 10% (i.e. INR 1 per Equity Share of INR 10 each) for the financial year ended 31st March, 2022, which is in addition to the Interim Dividend of INR 1 per Equity Share paid in July 2021. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Non-Executive Independent Director Drishti Harshit Parekh was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Feb 11
Shreeji Translogistics Limited Appoints Harshal Shah as Chief Executive Officer, Effective 10 February, 2022 Shreeji Translogistics Limited at the board of directors meeting held on February 10, 2022 approved the appointment of Mr. Harshal Shah as the Chief Executive Officer (CEO) of the Company with effect from 10 February, 2022, in terms of Section 203 of the Companies Act, 2013 and based on the recommendation of the Nomination and Remuneration Committee. He has been associated with the Company for almost 2decades and handles the Operationsand Marketing Departments of theCompany from the Company'sChennai Office. Announcement • Feb 01
Shreeji Translogistics Limited to Report Q3, 2022 Results on Feb 10, 2022 Shreeji Translogistics Limited announced that they will report Q3, 2022 results on Feb 10, 2022 Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment improved over the past week After last week's 47% share price gain to ₹110, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 17x in the Transportation industry in India. Total returns to shareholders of 158% over the past three years. Reported Earnings • Dec 02
First half 2022 earnings released First half 2022 results: Revenue: (flat on 1H 2021). Net income: (flat on 1H 2021). Profit margin: (in line with 1H 2021). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings. Board Change • Sep 24
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Non-Executive Independent Director Drishti H. Parekh was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Aug 18
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Non-Executive Independent Director Drishti H. Parekh was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Jul 30
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Non-Executive Independent Director Drishti H. Parekh was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improved over the past week After last week's 20% share price gain to ₹54.00, the stock trades at a trailing P/E ratio of 37x. Average trailing P/E is 40x in the Transportation industry in India. Total returns to shareholders of 16% over the past three years. Valuation Update With 7 Day Price Move • May 31
Investor sentiment deteriorated over the past week After last week's 20% share price decline to ₹44.00, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 35x in the Transportation industry in India. Total loss to shareholders of 4.0% over the past three years. Is New 90 Day High Low • Feb 18
New 90-day high: ₹47.00 The company is up 65% from its price of ₹28.40 on 20 November 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 32% over the same period. Valuation Update With 7 Day Price Move • Jan 29
Investor sentiment improved over the past week After last week's 18% share price gain to ₹39.00, the stock is trading at a trailing P/E ratio of 26.7x, up from the previous P/E ratio of 22.6x. This compares to an average P/E of 24x in the Transportation industry in India. Total return to shareholders over the past three years is a loss of 18%. Is New 90 Day High Low • Jan 27
New 90-day high: ₹36.00 The company is up 20% from its price of ₹30.10 on 20 October 2020. The Indian market is up 22% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Transportation industry, which is up 9.0% over the same period. Valuation Update With 7 Day Price Move • Dec 04
Market bids up stock over the past week After last week's 19% share price gain to ₹32.00, the stock is trading at a trailing P/E ratio of 21.9x, up from the previous P/E ratio of 18.5x. This compares to an average P/E of 22x in the Transportation industry in India. Total return to shareholders over the past three years is a loss of 42%. Announcement • Nov 29
Shreeji Translogistics Limited Announces Executive Appointments Shreeji Translogistics Limited in a board meeting held on November 28, 2020 approved the appointment of Shailesh Kamdar, Dharmendra Vora, Satish Shah and Vivek Shah as Additional Non-Executive independent Directors of the Company for a period of five consecutive years, with immediate effect. The board of directors also approved the resignation of Utpal Desai from the Non- Executive lndependent Director of the Company with November 28, 2020. Valuation Update With 7 Day Price Move • Nov 13
Market bids up stock over the past week After last week's 16% share price gain to ₹27.50, the stock is trading at a trailing P/E ratio of 18.9x, up from the previous P/E ratio of 16.3x. This compares to an average P/E of 14x in the Transportation industry in India. Total return to shareholders over the past three years is a loss of 45%. Announcement • Nov 10
Shreeji Translogistics Limited to Report Q2, 2021 Results on Nov 14, 2020 Shreeji Translogistics Limited announced that they will report Q2, 2021 results on Nov 14, 2020 Valuation Update With 7 Day Price Move • Nov 03
Market pulls back on stock over the past week After last week's 15% share price decline to ₹25.50, the stock is trading at a trailing P/E ratio of 17.5x, down from the previous P/E ratio of 20.6x. This compares to an average P/E of 17x in the Transportation industry in India. Total return to shareholders over the past three years is a loss of 45%. Valuation Update With 7 Day Price Move • Oct 12
Market bids up stock over the past week After last week's 16% share price gain to ₹35.00, the stock is trading at a trailing P/E ratio of 24x, up from the previous P/E ratio of 20.7x. This compares to an average P/E of 18x in the Transportation industry in India. Total return to shareholders over the past three years is a loss of 20%. Announcement • Jul 23
Shreeji Translogistics Limited to Report Second Half, 2020 Results on Jul 31, 2020 Shreeji Translogistics Limited announced that they will report second half, 2020 results on Jul 31, 2020