Synopsis:
Jayesh Logistics jumped sharply after the company secured a significant contract worth Rs 11.20 crore from Dalmia Cement (Northeast) for the transportation of cement, clinker, fly ash, coal and raw materials.
The shares of this comprehensive logistics solutions provider are in focus after it secured a key contract from Dalmia Cement (Northeast). In this article, we will dive more into the highlights of this order.
With a market capitalisation of Rs 143 crore, the shares of Jayesh Logistics Ltd reached a day’s high of Rs 164.95 per share, up 9 percent from its previous day’s closing price of Rs 150.85 per share. Post listing on the stock exchange in November 2025, the company has delivered a robust return of 26 percent.
About the Order
Jayesh Logistics Ltd, through a stock exchange filing, announced that it has secured a significant work order by Dalmia Cement (North East) Ltd valued at Rs 11.20 crore. As part of this order, Jayesh Logistics will transport cement, clinker, fly ash, coal, and other raw materials from the company’s manufacturing unit in Lanka, Assam. This money is for the first four months of the current financial year.
The agreement, valid from November 2025 to October 2027, makes Jayesh Logistics the authorised transporter for Dalmia Cement. The company shall be entrusted with the responsibility of ensuring the materials’ safe and timely movement to and from various destinations, thus consolidating its role in the cement sector logistics and getting its footprints spread across the Northeast routes.
H1 Highlights
Jayesh Logistics reported a core revenue of Rs 59 crore in H1 FY26, a growth of 31 percent as compared to Rs 45 crore in H1 FY25. Regarding its profitability, it reported a net profit of Rs 5 crore in H1 FY26, a staggering growth of 400 percent as compared to Rs 1 crore in H1 FY25.
The stock has delivered an exceptional ROE and ROCE of 56.80 percent and 31.21 percent respectively, and is currently trading at a low P/E of 12.69x as compared to its industry average of 25.72x.
Jayesh Logistics Limited is a rapidly expanding logistics company that is headquartered in Kolkata. It manages cargo movement not only throughout India but also in the countries adjacent to India, such as Nepal, Bhutan and Bangladesh. The company is deeply involved in both inland and cross-border transportation, thereby making sure that products are delivered securely and on time through its dominating position in Eastern India and the Indo-Nepal corridor.
The company is predominantly committed to taking care of old and trusted partnerships, and also turns to technology for logistics efficiency. Through the availability of live tracking, fleet transparency, last-mile verification, and IT-enabled services being done by its own team, Jayesh Logistics is able to execute freight movement effectively, which is done through its 90+ trucks and trailers. It has been a dependable player in the smart supply chain space by moving over 1.5 million tonnes of cargo during the years.
Written by Satyajeet Mukherjee
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
