Transindia Real Estate Ltd.

•

transindia.co.inBSE: 543955NSE: TREL

Market Cap₹ 657 Cr.

Current Price

High / Low₹ 34 / 21

Stock P/E16.0

Book Value₹ 53

Price to Book0.47

Dividend Yield0.00 %

ROCE4.0 %

ROE3.1 %

Face Value₹ 2

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Logistics Park: 98.2% • Equipment Hiring: 1.8%

AI Sector View

AI GENERATED

Services

Buy

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.

Confidence

72%

View full sector analysis →

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

ServicesLogisticsLogistics

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name
1.	CONCOR	505.80	31.02	38522.64	1.70	268.90	0.61	2159.76	0.28	13.63	20.41
2.	DELHIVERY	451.00	361.29	33793.18	0.00	31.91	-64.96	2930.73	27.76	2.97	4.75
3.	SHADOWFAX	255.05	133.96	14964.56	0.00	654.00	6732.86	13581.20	1806.32	11.58	6.76
4.	BLACKBUCK	585.40	63.17	10664.07	0.00	42.17	25.14	204.17	42.17	12.75	24.35
5.	TCI	856.45	14.41	6580.20	1.17	106.60	-0.56	1248.50	9.58	20.52	12.30
6.	TVSSCS	128.95	87.86	5689.58	0.00	22.48	-96.84	3335.22	28.66	11.51	6.75
7.	VRLLOG	231.45	18.87	4048.92	0.00	805.30	1509.31	8788.40	1080.70	26.47	21.23
8.	MAHLOG	399.70	103.12	3968.12	0.63	27.83	394.81	2002.88	23.29	10.40	5.76
9.	SINDHUTRAD	23.81	47.44	3671.33	0.00	38.74	-79.39	129.21	-21.85	12.80	45.34
10.	GATEWAY	53.58	10.96	2677.09	6.07	512.68	724.44	5492.97	897.94	17.99	21.31
11.	TCIEXP	535.25	24.95	2057.72	1.31	20.49	5.24	313.40	9.29	13.92	10.03
12.	TREL	26.76	16.04	657.48	0.00	11.48	54.09	21.85	4.25	4.04	54.87

Detailed Comparison with:

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 2023	Mar 2024	Mar 2025	Mar 2026
	129	75	85	43
Cash from Investing	-78	-26	28	-86
Cash from Financing	-38	-56	-78	0
	2	-7	35	-43

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	69.13	69.13	69.13	70.24	70.34	70.34	70.44	70.96	71.36
	7.24	7.07	6.62	6.46	6.40	6.08	5.85	5.89	5.85
	1.26	1.26	1.26	1.26	1.26	1.34	1.34	1.34	1.34
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	22.38	22.54	22.99	22.05	22.00	22.25	22.37	21.82	21.45

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-08-28

Copy of Newspaper Publication

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

Shareholders meeting

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

Copy of Newspaper Publication

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

Copy of Newspaper Publication

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

General Updates

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

Outcome of Board Meeting

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

Amalgamation/Merger

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

Certificate under SEBI (Depositories and Participants) Regulations, 2018

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

Acquisition

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.

News

Recent coverage and analyst commentary for TREL

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Transindia Real Estate Ltd.

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Free 5nance Account

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

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

Operating Profit

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

-4

212

Interest

Depreciation

Profit before Tax

108

216

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

0.12

3.06

0.28

6.58

0.19

0.27

0.36

1.32

0.42

0.72

0.44

0.40

0.47

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

TTM

136

Operating Profit

-0

OPM %

—

54.93%

55.84%

43.42%

54.48%

45.81%

-6

305

Interest

Depreciation

Profit before Tax

-0

335

Tax %

-0.00%

19.27%

27.13%

29.28%

20.27%

18.11%

Net Profit

-0

244

EPS

-14286.00

1.12

9.93

2.14

1.50

—

Dividend Payout %

—

0.00%

23.34%

0.00%

—

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

Equity Capital

Minority Interest

-0

918

1,168

1,193

1,230

120

Trade Payables

341

Total Liabilities

1,434

1,343

1,322

1,369

422

121

139

Cash & Bank

1,397

884

1,145

1,217

Total Assets

1,434

1,343

1,322

1,369

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

129

Cash from Investing

-78

-26

-86

Cash from Financing

-38

-56

-78

-7

-43

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Jun 2026

69.13

70.24

70.34

70.44

70.96

71.36

7.24

7.07

6.62

6.46

6.40

6.08

5.85

5.89

5.85

1.26

1.34

Government

0.00

22.38

22.54

22.99

22.05

22.00

22.25

22.37

21.82

21.45

Transindia Real Estate Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

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Transindia Real Estate Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI