Logistics
60 recent notes from companies in this sector. 20 companies tracked.
Shipwaves CFO quits; promoter takes over finance role
CFO Zeeshan Habibi resigns effective 6 July 2026, citing time constraints; company secretary also leaves. Promoter Sahim Haris steps in as new CFO.
Cargosol ups FCCB plan to $15M, six times its market cap
Board approves raising $15 million through foreign currency convertible bonds, up from $10 million. The fundraise is roughly six times the company's ₹21 crore market capitalisation.
Desi Farms India ends FY26 with zero headcount, auditor cites three issues
A N K H & Associates gave an unmodified opinion but noted a complete management overhaul, all employees separated, and a ₹50,000 tax treatment that could be challenged.
Desi Farms finally posts audited FY26 results, auditor flags zero headcount
After months of delays, the nano-cap logistics firm reports minimal revenue with a complete management change and no employees left.
TCC's Pepcart inks first B2B deal with Shiprocket
Pepcart integrates its big-box logistics into Shiprocket's network, reaching thousands of merchants. No revenue guidance was provided.
Lancer Container raises ₹203 cr in preferential issue, half its market cap
BSE approves listing of 10.29 crore shares at ₹19.77 each. The proceeds dwarf the nano-cap's equity base, funding a new growth phase after a rocky year.
Shipwaves Online lands $43k FleetMon order from UAE's OiLSERV
The three-year contract is a cross-sell to an existing client but represents less than 0.5% of revenue, making it financially immaterial for the nano-cap logistics firm.
Sical Logistics sells Chennai land for ₹18 cr, executes resolution plan
The non-core asset sale, closed June 30, 2026, adds liquidity worth 2.5% of market cap for debt reduction or working capital.
AVG Logistics targets ₹1,250 cr revenue by 2030, 15-20% FY27 growth
The logistics firm laid out medium-term goals in a concall, including liquid logistics and an LNG JV, but the session added little new beyond already disclosed Q4 numbers.
Patel Integrated raises buyback price to ₹20, signals confidence
The logistics firm lifts its tender offer price by 11% to ₹20 per share while keeping total outlay at ₹10.80 crore. The revision is a material amendment to the original ₹18 announcement.
CONCOR gets a new CMD, but not until August 2026
The Railways Ministry approves Ajit Kumar Panda as Chairman & Managing Director, effective from 1 August 2026. He will serve until superannuation on 31 August 2028.
AVG Logistics Q4 profit doubles, but press release is a rehash
The March quarter net profit jumped to ₹10.71 cr on 19.40% revenue growth. Core figures were already disclosed June 23. Strategic updates: rail logistics, land acquisition, green partnership.
AVG Logistics net doubles but one-time gain masks core weakness
Q4 standalone profit doubled to ₹10.64 cr, but a ₹21.19 cr lease termination gain accounted for the entire increase. Full-year revenue flat at ₹556 cr; ₹52.93 cr rights issue fully subscribed.
Patel Integrated approves ₹10.8 cr buyback at ₹18/share
The tender offer for 8.62% of equity signals management confidence and will boost earnings per share. Record date is June 30.
Desi Farms sets June 26 for audit approval after missing earlier deadline
The nano-cap company had sought an extension in early June and now has a confirmed date, ending several weeks of uncertainty over its FY26 results.
Sical Logistics shares face weekly trading limit under ASM
Stock exchanges placed the logistics firm under additional surveillance measure effective June 22; trading restricted to once a week. Company downplays impact, but micro-cap liquidity takes a hit.
Chartered Logistics loses a whole-time director, no successor named
Harsh Gandhi quits effective June 25, citing personal reasons. The nano-cap, already loss-making this year, now has an open seat on its board.
Transvoy promoter extends selling streak with 0.57% stake sale
Dipti Ravindra Joshi's third open-market sale this month reduces her holding to 9.60%, from 19.99% at June start. Previous sales were far larger.
GB Logistics hikes authorised capital 150%, approves SPA in board meet
The nano-cap logistics firm's standalone profit fell to ₹244 lacs but consolidated profit inched up; capital hike from ₹10 cr to ₹25 cr signals potential fundraising or acquisitions.
Zeal Aqua lands third ECLGS loan in weeks, ₹10.88 cr from PNB
The nano-cap shrimp exporter has now tapped Bank of India, Indian Bank and PNB, piling up near-₹30 cr in government-guaranteed credit in under a month.
Patel Integrated to weigh buyback at June 23 board meet
The logistics nano-cap's board will consider a share buyback proposal. No size or price disclosed yet, but the move could be meaningful given the ₹100 cr market cap and strong PAT growth.
AVG Logistics delays FY26 results; audit still incomplete
AVG Logistics postponed its FY26 results due to incomplete audit. No new date set. For a nano-cap with falling revenue, a delayed filing raises governance flags.
Afcom targets doubling revenue as fleet grows to nine by H2 2027
Each Boeing 777 freighter is expected to generate ₹75 crore monthly – three times a current 737-800 – and a ₹200 crore equity raise funds the expansion without further dilution.
Paradeep Parivahan puts 45 electric trucks on UltraTech's cement run
The nano-cap logistics firm deploys one of India's largest electric heavy-duty fleets for UltraTech Cement, cutting 2.9M litres of diesel a year. Contract value is undisclosed.
Aegis lays out $5B capex pipeline, says gas margins sustainable through FY28
The earnings call transcript reveals a potential ₹20,000 cr investment at Vadhavan port, a MoU with L&T for ammonia terminals, and Itochu taking a 10% stake in Pipavav.
Sixth Sense Ventures takes 18.36% stake in AVG Logistics
The VC firm, founded by Nikhil Vora, invested ₹44.6 cr via rights issue and open market purchases, becoming one of the largest shareholders in the logistics company.
Afcom plans to double revenue as fleet expands to nine aircraft
FY26 revenue surged 144% to ₹587.72 cr; profit up 230% to ₹121.90 cr. Fleet to grow from 3 to 9 aircraft, including Boeing 777s, via ₹200 cr each preferential and QIP. MRO in Q1 FY27; exploring Pacific JV.
AVG Logistics lands ₹35 cr/year Haldiram contract
Three-year dedicated fleet deal adds ~6.35% to FY25 revenue and strengthens FMCG logistics play for the ₹316 cr nano-cap.
Transvoy promoter sells another 5.23% in a week, stake now 10.17%
Dipti Ravindra Joshi has offloaded a total of nearly 10 percentage points of the company in two open-market sales, a strong negative signal for the ₹23-crore SME firm.
Desi Farms India can't close its FY26 audit, asks for more time.
A nano-cap dairy company trying to close a ₹552 cr acquisition can't yet produce audited results for the year ended March 2026. The board meeting is now delayed again.
Aegis posts ₹1,000-cr PAT, guides ₹7,000/mt gas margins through FY28
FY26 profit crossed the four-digit crore mark for the first time. Management says the margin is here to stay for at least two more years.
Aegis Vopak posts 52% profit jump, unveils $5 billion capex plan
FY26 net profit rose to ₹341.9 crore. The company is betting a $5 billion investment can repeat the same operating gains across five more ports.
Neptune Logitek profit slips 6% as Middle East tensions hit logistics
Revenue fell 9% and profit declined 5.7% for the year ended March 31, 2026, as geopolitical tensions disrupted logistics operations.
Neptune Logitek's revenue fell 9% on Middle East logistics disruption
Audited FY26 results show revenue dropped to ₹23,371.10 lakhs and profit to ₹628.84 lakhs. The company blamed geopolitical tensions.
Infomerics turns negative on Tiger Logistics as margins erode
The rating is still IVR A-, but the outlook flipped to Negative. EBITDA margin compressed to 4.6% in FY26, receivables stretched to 98 days.
Transvoy promoter sells 4.6% of the company in a single day
Dipti Ravindra Joshi cut her stake by 4.6 percentage points in a nano-cap where that size of trade is a big slice of the float.
TCI Express's Q4 transcript adds detail. No new news.
The full earnings call recording confirms the previously disclosed FY27 guidance cut. This is a procedural filing.
TVS SCS bets on defense supply chains with Italian JV
The 51:49 joint venture targets ₹2,000 crore in cumulative revenue by 2031, opening a high-margin vertical for the logistics firm.
Cargosol plans to raise $10m via FCCBs, five times its market value
The board approved a convertible-bond issue that, if converted, would dwarf the company's current equity. The stock trades at a ₹17 crore valuation.
Premier Roadlines' concall adds nothing new to the FY26 story
The post-earnings summary is a transcript of what the market already heard live. No new numbers, no new guidance.
CDG Petchem's new logistics arm made ₹24.76 cr. The old business is gone.
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.
Karnimata files routine FY26 results, nothing new for investors
The nano-cap's annual accounts are a compliance requirement. The audit opinion was clean.
Arshiya posts loss on disputed revenue. Auditor disclaims all conclusions.
Five months late, the nano-cap CIRP firm reports a loss. The auditor won't vouch for a single number.
United Van Der Horst profit climbs 20% on flat revenue
The nano-cap logistics firm posted ₹5.22 cr profit on ₹31.94 cr revenue for FY26. The audit was clean.
Rapid Multimodal's revenue jumps 39% but profit falls 17% on cost pressure
Strong sales growth in FY26 was consumed by higher operating expenses, squeezing margins at the nano-cap logistics firm.
Lancer Container Lines swings to Q4 profit after a year of losses
The nano-cap logistics firm posted a ₹10.90 crore net profit in Q4, reversing a ₹32.44 crore loss a year ago. Full-year revenue still fell 43.6%.
Lancer swings to ₹10.90 cr Q4 profit, but full-year revenue cratered 44%
A sharp Q4 recovery from a ₹32.44 cr loss couldn't offset a year where consolidated revenue halved to ₹394 cr.
Lancer flips to ₹10.9 cr Q4 profit after a year of 44% revenue loss
A quarterly swing from a ₹32.4 cr loss to a ₹10.9 cr profit marks a sharp recovery. But the full year's revenue still collapsed 44%.
PDP Shipping declares first dividend, ₹1 per share on FY26 results
A nano-cap that listed in early 2025 is already returning cash. The ₹30 lakh payout is a nearly 2% yield on its ₹15 crore valuation.
TCI's freight profit fell 14%. The new CEO is betting on LTL cargo.
Consolidated profit grew 10.5%, but the core freight division dragged. Management is guiding for 10-12% topline growth in FY27, pinned on a structural mix shift.
Sanghvi Movers earnings transcript offers no new information
The company's latest conference call transcript reiterates previously disclosed FY26 results and guidance. No material updates were provided.
Transport Corporation of India posts steady FY26 growth
The company reported a 7% rise in standalone revenue and 12% profit growth for the year ended March 31, 2026, meeting market expectations.
Kesar Terminals reports ₹3,274.82 lakh loss after subsidiary sale
The company posted a net loss of ₹3,274.82 lakhs for FY26, though operating profit held steady at ₹452.83 lakhs. A dividend of ₹1.25 per share remains unchanged.
Containerway swings to a loss as credit provisions hit the bottom line
The company reported a net loss of ₹222.33 lakhs for FY2026, reversing a profit of ₹47.96 lakhs in the prior year.
Containerway swings to a loss of ₹222.33 lakhs in FY26
The company reported a net loss for the year ending March 31, 2026, reversing the profit recorded in the prior fiscal period.
Kesar Terminals reports ₹3,274.82 lakh loss on subsidiary sale
The company recommended a final dividend of ₹1.25 per share. A qualified audit opinion on DPT litigation remains for the fifth year.
Cella Space revenue triples as Q4 acquisition boosts balance sheet
Consolidated revenue hit ₹746.33 lakhs for FY26, with the fourth quarter alone accounting for ₹530.94 lakhs of that total.
Blue Water Logistics targets 100% revenue growth in FY27
The company reported a 97% jump in FY26 revenue to ₹386 crore, fueled by a fleet expansion to 1,708 ISO tanks.
Allcargo Terminals pushes capacity goal to 2030, plans ₹400 cr capex
Management targets 1 million laden TEUs by FY28 while detailing expansion plans for JNPT, Mundra, and the Farrukhnagar ICD.
Dhillon Freight to approve ₹1 cr loan at ₹15 cr market cap
A board meeting on May 29 will weigh a loan equal to 6.7% of the company's entire equity value.