Transindia Real Estate Ltd.
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ABOUT
KEY POINTS
Revenue Breakup Mar 2026 • Logistics Park: 98.2% • Equipment Hiring: 1.8%
AI Sector View
AI GENERATEDServices
Broad services remain in expansion. Services PMI was 54.1 (Aug/26), export of services grew 13.0% YoY (2026-06), and urban employment was still positive at 2.0% YoY (2026-07), although airport passenger traffic was -2.0% YoY (2026-06). FPI inflows of INR 7081 crore over 3 months to 2026-08-31 support the constructive sector view.
PROS
- Company is almost debt free
- Promoters have been increasing their shareholding - up 2.2pp over 2 years
- Latest quarter profit grew 54.1% YoY, showing strong momentum
- Working capital cycle has improved - days down from 659 to 509
- Company generates healthy free cash flow
- Attractively priced for its growth - PEG of 0.2
CONS
- Receivables are growing faster than sales - a possible quality concern
- Recent results are weak - TTM profit is down 48.7% versus prior year
- A large part of profit comes from other income (40.2% of PBT)
- Company has a low return on equity of 9.9% over last 3 years
- Operating margins have contracted to 54.5% from 60.6%
- Recurring exceptional / one-off items are inflating headline profit
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| CONCOR | 505.80 | 31.02 | 38522.64 | 1.70 | 268.90 | 0.61 | 2159.76 | 0.28 | 13.63 | 20.41 |
| DELHIVERY | 451.00 | 361.29 | 33793.18 | 0.00 | 31.91 | -64.96 | 2930.73 | 27.76 | 2.97 | 4.75 |
| SHADOWFAX | 255.05 | 133.96 | 14964.56 | 0.00 | 654.00 | 6732.86 | 13581.20 | 1806.32 | 11.58 | 6.76 |
| BLACKBUCK | 585.40 | 63.17 | 10664.07 | 0.00 | 42.17 | 25.14 | 204.17 | 42.17 | 12.75 | 24.35 |
| TCI | 856.45 | 14.41 | 6580.20 | 1.17 | 106.60 | -0.56 | 1248.50 | 9.58 | 20.52 | 12.30 |
| TVSSCS | 128.95 | 87.86 | 5689.58 | 0.00 | 22.48 | -96.84 | 3335.22 | 28.66 | 11.51 | 6.75 |
| VRLLOG | 231.45 | 18.87 | 4048.92 | 0.00 | 805.30 | 1509.31 | 8788.40 | 1080.70 | 26.47 | 21.23 |
| MAHLOG | 399.70 | 103.12 | 3968.12 | 0.63 | 27.83 | 394.81 | 2002.88 | 23.29 | 10.40 | 5.76 |
| SINDHUTRAD | 23.81 | 47.44 | 3671.33 | 0.00 | 38.74 | -79.39 | 129.21 | -21.85 | 12.80 | 45.34 |
| GATEWAY | 53.58 | 10.96 | 2677.09 | 6.07 | 512.68 | 724.44 | 5492.97 | 897.94 | 17.99 | 21.31 |
| TCIEXP | 535.25 | 24.95 | 2057.72 | 1.31 | 20.49 | 5.24 | 313.40 | 9.29 | 13.92 | 10.03 |
| TREL | 26.76 | 16.04 | 657.48 | 0.00 | 11.48 | 54.09 | 21.85 | 4.25 | 4.04 | 54.87 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 26 | 25 | 26 | 20 | 19 | 20 | 23 | 20 | 21 | 20 | 21 | 22 | 22 | |
| 13 | 9 | 10 | 10 | 14 | 8 | 8 | 17 | 7 | 11 | 11 | 9 | 15 | |
| Operating Profit | 13 | 16 | 15 | 10 | 5 | 12 | 15 | 3 | 14 | 9 | 10 | 13 | 7 |
| OPM % | 50.70% | 63.06% | 60.35% | 47.81% | 26.61% | 61.24% | 64.44% | 17.08% | 66.41% | 43.64% | 49.10% | 58.25% | 32.36% |
| -1 | 99 | -4 | 212 | 10 | 6 | 3 | 40 | 1 | 8 | 8 | 4 | 6 | |
| Interest | 3 | 2 | 1 | 1 | 1 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 1 |
| Depreciation | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 |
| Profit before Tax | 5 | 108 | 6 | 216 | 10 | 13 | 13 | 39 | 10 | 12 | 13 | 11 | 13 |
| Tax % | 36.13% | 30.62% | 23.83% | 25.27% | 50.73% | 48.52% | 32.80% | 16.42% | 26.09% | 27.75% | 17.73% | 14.57% | 12.63% |
| Net Profit | 0 | 0 | 0 | 0 | 5 | 7 | 9 | 33 | 7 | 9 | 11 | 10 | 11 |
| 0.12 | 3.06 | 0.28 | 6.58 | 0.19 | 0.27 | 0.36 | 1.32 | 0.42 | 0.72 | 0.44 | 0.40 | 0.47 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|
| 0 | 136 | 97 | 82 | 84 | 85 | |
| 0 | 61 | 43 | 46 | 38 | 46 | |
| Operating Profit | -0 | 75 | 54 | 35 | 46 | 39 |
| OPM % | — | 54.93% | 55.84% | 43.42% | 54.48% | 45.81% |
| 0 | -6 | 305 | 59 | 23 | 25 | |
| Interest | 0 | 38 | 8 | 3 | 2 | 2 |
| Depreciation | 0 | 22 | 16 | 17 | 17 | 18 |
| Profit before Tax | -0 | 9 | 335 | 74 | 49 | 50 |
| Tax % | -0.00% | 19.27% | 27.13% | 29.28% | 20.27% | 18.11% |
| Net Profit | -0 | 7 | 244 | 53 | 39 | 41 |
| EPS | -14286.00 | 1.12 | 9.93 | 2.14 | 1.50 | — |
| Dividend Payout % | — | 0.00% | 0.00% | 23.34% | 0.00% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- -15%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 73%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- -13%
- 1 Year:
- -17%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- 6%
- 3 Years:
- 10%
- Last Year:
- 3%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
| Equity Capital | 0 | 49 | 49 | 49 | 49 |
| Minority Interest | 0 | 1 | 1 | -0 | -0 |
| -0 | 918 | 1,168 | 1,193 | 1,230 | |
| 0 | 120 | 59 | 27 | 31 | |
| Trade Payables | 0 | 4 | 2 | 4 | 2 |
| 0 | 341 | 63 | 48 | 57 | |
| Total Liabilities | 0 | 1,434 | 1,343 | 1,322 | 1,369 |
| 0 | 13 | 11 | 9 | 8 | |
| 0 | 7 | 422 | 121 | 139 | |
| 0 | 1 | 0 | 0 | 0 | |
| 0 | 0 | 17 | 2 | 3 | |
| Cash & Bank | 0 | 17 | 9 | 44 | 1 |
| 0 | 1,397 | 884 | 1,145 | 1,217 | |
| Total Assets | 0 | 1,434 | 1,343 | 1,322 | 1,369 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
| 0 | 129 | 75 | 85 | 43 | |
| Cash from Investing | 0 | -78 | -26 | 28 | -86 |
| Cash from Financing | 0 | -38 | -56 | -78 | 0 |
| 0 | 2 | -7 | 35 | -43 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-08-28 - Transindia Real Estate Limited has informed the Exchange about Copy of Newspaper Publication for completion of electronic dispatch of Notice of 5th Annual General Meeting of the Company scheduled to be held on Monday, September 21, 2026 at 11:30 a.m. (IST) through Video Conferencing/Other Audio Visual Means and e-voting details published in Financial Express (English Daily) and Mumbai Lakshdeep (Regional Daily) on August 28, 2026.Kindly take the same on your records.
2026-08-27 - Transindia Real Estate Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on September 21, 2026
2026-08-25 - Transindia Real Estate Limited has informed the Exchange about Copy of Newspaper Publication for Notice of 5th Annual General Meeting of the Company scheduled to be held on Monday, September 21, 2026 at 11:30 a.m. (IST) through Video Conferencing/Other Audio Visual Means, published in The Free Press Journal (English Daily) and Navshakti (Regional Daily) on August 25, 2026.
2026-08-08 - Transindia Real Estate Limited has informed the Exchange about Copy of Newspaper Publication pertaining to Un-audited (Standalone and Consolidated) Financial Results of the Company for the quarter ended June 30, 2026 published in The Free Press Journal (English Daily) and Navshakti (Regional Daily) on August 08, 2026.Kindly take the same on your records.
2026-08-07 - Transindia Real Estate Limited has informed the Exchange that in continuation of earlier intimation dated May 14, 2026, for execution of a Framework Agreement with Vantrock Ventures LLP ( Vantrock ), that the Company continues to evaluate strategic opportunities in furtherance of its long-term growth plans and is exploring potential collaborations with various strategic partners.The discussions referred to in the earlier intimation have not culminated in the execution of adefinitive agreement as on date.Kindly take the same on records.
2026-08-07 - Transindia Real Estate Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2026.
2026-07-29 - Transindia Real Estate Limited has informed the Exchange about Intimation regarding issuance of Notice to Equity Shareholders pursuant to the Order passed by the Hon ble National Company Law Tribunal, Mumbai Bench in relation to the Scheme of Amalgamation of Madanahatti Logistics and Industrial Parks Private Limited, a Wholly Owned Subsidiary Company with Transindia Real Estate Limited, the Holding Company
2026-07-10 - Transindia Real Estate Limited has informed the Exchange about Certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 the quarter ended June 30, 2026
2026-07-09 - Transindia Real Estate Limited has informed the Exchange about update on AcquisitionIn continuation of our earlier intimation dated May 14, 2026, we hereby inform that, pursuant toRegulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015( SEBI Listing Regulations ), read with Clause 1, Para A, Part A of Schedule III of SEBI ListingRegulations, Transindia Real Estate Limited (the Company ) has completed the acquisition of7,00,000 Class A Equity Shares of Comptech Solutions Private Limited ( CSPL ), a Related Partyof the Company, for a total consideration of approx. ₹24 cr., representing 48.28% of theshareholding and 100% voting rights in CSPL.Consequently, CSPL has become a subsidiary of the Company with effect from July 09, 2026.Kindly take the same on records.
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