CDG Petchem Ltd. (CDG) — Tipsheet https://tipsheet.markets/company/cdg/ Every Tipsheet Editorial note covering CDG Petchem Ltd. (CDG), newest first. Grounded in BSE/NSE primary-source filings. en-in Mon, 06 Jul 2026 10:22:47 GMT CDG Petchem's new logistics arm made ₹24.76 cr. The old business is gone. https://tipsheet.markets/cdg-cdg-petchem-s-new-logistics-arm-made-24-76-cr-the-old-business-is-gone-104695/ https://tipsheet.markets/cdg-cdg-petchem-s-new-logistics-arm-made-24-76-cr-the-old-business-is-gone-104695/ Mon, 01 Jun 2026 18:25:48 GMT A 51% stake in Jujhar Logistic & Travels turned a ₹182 cr micro-cap into a profit for FY26. The logistics subsidiary runs 400+ car carriers for Maruti and Tata. A 51% stake in Jujhar Logistic & Travels turned a ₹182 cr micro-cap into a profit for FY26. The logistics subsidiary runs 400+ car carriers for Maruti and Tata.

What’s new

  • CDG Petchem swung to a net profit of ₹7.67 cr in FY26 after losses last year, following its acquisition by the Jujhar Group.
  • The turnaround comes from consolidating a 51% stake in Jujhar Logistic & Travels, which itself earned ₹24.76 cr on ₹210.98 cr revenue.
  • The subsidiary was only included from 18 Nov 2025; its standalone EBITDA margin was 21.9%.

Why it matters

The headline numbers are for a petrochemicals company that no longer exists. The real business is automotive logistics. A subsidiary booked ₹24.76 cr in profit for about four and a half months of consolidation, against a parent market cap of ₹182 cr. The economics of the logistics fleet, not the old petchem operations, now set the stock's value.

What we’re watching

  • The first full year of consolidation for the logistics subsidiary in FY27.
  • Whether CDG maintains its 51% stake or seeks further control over Jujhar Logistic.
  • New contract wins with automotive OEMs beyond Maruti and Tata.

The full read

CDG Petchem is no longer a petrochemicals company. A ₹7.67 cr net profit in FY26 comes almost entirely from a 51% stake in Jujhar Logistic & Travels, which the parent consolidated from 18 Nov 2025. For just over four months of ownership, the logistics subsidiary delivered ₹24.76 cr in profit on ₹210.98 cr revenue. Its 21.9% EBITDA margin and fleet of 400+ car carriers serving Maruti and Tata make the old petchem business irrelevant. On a ₹182 cr market cap, the subsidiary's partial-year profit alone is material. The first full year of logistics consolidation in FY27 is the real test of what this company is worth.

Primary source: BSE · NSE

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