DJML - DJ Mediaprint
📢 Recent Corporate Announcements
DJ Mediaprint & Logistics (DJML) has released its Q3 FY 2025-26 investor presentation, detailing its integrated service model spanning printing, logistics, and record management. The company manages over 4,00,000 sq. ft. of warehouse space across 18+ Indian locations, serving a base of 1,000+ active clients. Management highlighted a track record of value creation, including bonus issues in 2020 (1:1) and 2024 (2:1), alongside a successful migration to the main boards of BSE and NSE. The presentation underscores strategic growth through acquisitions and a focus on high-entry-barrier services like IBA-approved security printing.
- Extensive infrastructure with 18+ locations and 4,00,000+ sq. ft. of warehousing space nationwide.
- Diversified service portfolio including security printing, logistics, and record management for 1,000+ clients.
- Strong history of corporate actions including two bonus issues (1:1 and 2:1) and a successful FPO in 2022.
- Holds specialized licenses such as IBA approval for security printing, creating a competitive moat in banking services.
- Strategic expansion through acquisitions like Pan Secure Record Storage LLP to bolster high-margin record management.
DJ Mediaprint & Logistics reported a strong growth in consolidated revenue for Q3 FY26, reaching ₹27.60 crore compared to ₹20.42 crore in the same quarter last year. Consolidated net profit saw a modest increase to ₹1.93 crore from ₹1.81 crore YoY. For the nine-month period, the company showed significant growth with consolidated revenue rising to ₹85.04 crore from ₹54.36 crore. The Services segment, which includes record management and scanning, remains the primary driver of profitability, contributing ₹3.80 crore to standalone EBITDA.
- Consolidated Revenue for Q3 FY26 increased by 35.1% YoY to ₹2,760.16 Lakhs
- Consolidated Net Profit for the nine months ended Dec 2025 grew by 34.4% to ₹573.29 Lakhs
- The Services segment (Record Management & Scanning) contributed ₹1,972.40 Lakhs to standalone revenue in Q3
- Standalone material costs rose significantly to ₹2,626.26 Lakhs in Q3 FY26 compared to ₹1,553.41 Lakhs in Q3 FY25
- Basic EPS for the nine-month period improved to ₹1.67 from ₹1.33 YoY
DJ Mediaprint & Logistics Limited (DJML) reported a strong 35.1% YoY growth in consolidated revenue for Q3 FY26, reaching ₹2,760.16 lakh. Consolidated net profit for the quarter rose 6.9% YoY to ₹193.39 lakh, though standalone net profit saw a slight decline of 5.2% due to increased operational costs. A significant shift is visible in the business mix, with the Services segment (Record Management) now contributing the majority of revenue, while the Printing segment saw a sharp decline. Notably, a proposed material related party transaction was cancelled as it did not materialize.
- Consolidated Revenue from operations grew to ₹2,760.16 lakh in Q3 FY26 from ₹2,042.04 lakh in Q3 FY25.
- Consolidated Net Profit increased to ₹193.39 lakh compared to ₹180.86 lakh in the same quarter last year.
- Standalone Services segment revenue surged to ₹1,972.40 lakh, up from ₹1,454.36 lakh YoY.
- Standalone Printing segment revenue dropped significantly to ₹277.68 lakh from ₹587.68 lakh YoY.
- Nine-month consolidated revenue for FY26 reached ₹8,503.61 lakh, a substantial increase from ₹5,436.23 lakh in the previous year.
DJ Mediaprint & Logistics Limited has filed its monthly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The report, issued by Purva Sharegistry (India) Private Limited, covers the period from December 1, 2025, to December 31, 2025. The filing confirms that no share certificates were received or processed for dematerialization during this timeframe. This is a standard administrative disclosure required to maintain regulatory transparency regarding the company's share registry.
- Compliance certificate submitted for the period December 1, 2025, to December 31, 2025
- Zero (NIL) share certificates were dematerialized during the reported month
- Purva Sharegistry (India) Private Limited acted as the Registrar and Share Transfer Agent
- Confirmation that the company is adhering to SEBI's depository and participant timelines
DJ Mediaprint & Logistics Limited has filed its monthly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The report, issued by Purva Sharegistry (India) Private Limited, confirms that no share certificates were received or processed for dematerialization during the period from December 1, 2025, to December 31, 2025. This filing is a routine administrative requirement to ensure the company's share records are in sync with the depositories.
- Compliance certificate submitted for the period December 1, 2025, to December 31, 2025
- Zero (NIL) shares were dematerialized or mutilated during the reporting month
- Confirmation provided by Registrar and Share Transfer Agent, Purva Sharegistry (India) Pvt. Ltd.
- The filing confirms adherence to SEBI (Depositories and Participants) Regulations, 2018
DJ Mediaprint & Logistics Limited (DJML) has announced the closure of its trading window starting January 1, 2026, in compliance with SEBI Insider Trading regulations. This closure is ahead of the declaration of the un-audited financial results for the quarter and nine months ending December 31, 2025. The window will remain closed for all designated persons and their relatives until 48 hours after the results are made public. This is a standard regulatory procedure for listed companies to prevent insider trading during the period when financial results are being finalized.
- Trading window closure effective from Thursday, January 1, 2026.
- Closure pertains to the financial results for the quarter and nine months ending December 31, 2025.
- Window to reopen 48 hours after the official declaration of standalone and consolidated results.
- Restriction applies to all Designated Persons and their relatives as per SEBI PIT Regulations.
DJ Mediaprint & Logistics Limited (DJML) has issued a clarification to the BSE and NSE regarding recent significant movements in its share price. The company stated that there is no undisclosed material information or pending announcements that could have a bearing on the price behavior of its scrip. Management maintains that the price movement is purely market-driven and influenced by prevailing market conditions. The company reaffirmed its commitment to making prompt disclosures of all price-sensitive information as per SEBI regulations.
- Responded to clarification sought by stock exchanges on December 19, 2025
- Confirmed no pending announcements or undisclosed price-sensitive information exists
- Attributed recent stock price volatility entirely to market-driven factors
- Reiterated compliance with Regulation 30 of SEBI (LODR) Regulations, 2015
DJ Mediaprint & Logistics Limited (DJML) has issued a clarification to the stock exchanges regarding the recent significant movement in its share price. The company stated that there is no undisclosed material information or pending announcements that could impact the stock's price behavior. Management clarified that the price movement is purely market-driven and influenced by general market conditions. The company reaffirmed its commitment to timely disclosures under SEBI Regulation 30.
- Responded to exchange queries dated December 19, 2025, regarding significant price movement
- Confirmed no pending price-sensitive information or announcements are currently undisclosed
- Attributed recent stock price fluctuations entirely to market-driven factors
- Reaffirmed full compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
Financial Performance
Revenue Growth by Segment
Standalone revenue grew 36.8% YoY to INR 2,592.62 Lakhs in Q2 FY26 compared to INR 1,895.07 Lakhs in Q2 FY25. For H1 FY26, standalone revenue grew 39.8% YoY to INR 4,744.85 Lakhs from INR 3,394.19 Lakhs.
Geographic Revenue Split
The company maintains a nationwide reach with proximity to clients to enable faster service delivery, though specific percentage contribution from each region is not disclosed in available documents.
Profitability Margins
Standalone PAT margin improved to 6.79% in Q2 FY26 from 6.63% in Q2 FY25. Consolidated PAT margin for Q2 FY26 was 6.32% compared to 7.15% in Q1 FY26.
EBITDA Margin
Standalone EBITDA margin was 17.0% in Q2 FY26 (INR 440.57 Lakhs) compared to 18.6% in Q2 FY25 (INR 351.80 Lakhs). Consolidated EBITDA for Q2 FY26 was INR 524.41 Lakhs, up 13.2% from Q1 FY26.
Capital Expenditure
Property, Plant and Equipment (Standalone) stood at INR 1,637.04 Lakhs as of September 2025, compared to INR 1,764.95 Lakhs in March 2025.
Credit Rating & Borrowing
Finance costs for H1 FY26 were INR 130.22 Lakhs. The company saw a significant net cash inflow from financing activities of INR 2,687.36 Lakhs in H1 FY26, suggesting new capital raising or borrowing.
Operational Drivers
Raw Materials
Printing materials, paper, and logistics consumables represent the primary raw materials, with 'cost of materials consumed' totaling INR 2,300.69 Lakhs in Q2 FY26.
Raw Material Costs
Cost of materials consumed was INR 2,300.69 Lakhs in Q2 FY26, representing 71.4% of consolidated revenue. This reflects a high dependency on material procurement for printing and logistics operations.
Manufacturing Efficiency
Focus on automation and process optimization is cited as a key driver for improving profitability and operational excellence.
Logistics & Distribution
Distribution is managed through an integrated logistics setup featuring AI routing and EV adoption to reduce the environmental footprint.
Strategic Growth
Expected Growth Rate
39.80%
Growth Strategy
Growth will be achieved through 'Vision 2026' which focuses on technology-led integration, expanding the software-driven communication vertical (Email/SMS/WhatsApp), and optimizing logistics through AI routing. The company leverages its nationwide reach and integrated setup to secure new contracts and retain existing clients, as evidenced by the 39.8% YoY revenue growth in H1 FY26.
Products & Services
Digitization, creative design, software-driven communication (Email/SMS/WhatsApp), newspaper advertising, manpower staffing, anti-counterfeit printing, and AI logistics routing.
Brand Portfolio
DJML
New Products/Services
New offerings include software-driven communication campaigns (Email/SMS/WhatsApp), AI logistics routing, and anti-counterfeit printing solutions.
Market Expansion
Expansion is focused on leveraging nationwide reach and proximity to clients to strengthen engagement and service delivery.
Strategic Alliances
The company utilizes collaborations to enhance its service portfolio and improve market access.
External Factors
Industry Trends
The industry is shifting from traditional print to integrated tech-enabled logistics and digital communication. DJML is positioning itself through AI logistics routing and software-driven campaigns (Email/SMS/WhatsApp) to capture the shift toward digital-first workflows.
Competitive Moat
Integrated setup covering production, storage, and distribution provides a cost and quality moat. Proximity to clients and nationwide reach create high switching costs for corporate clients requiring end-to-end logistics and printing solutions.
Macro Economic Sensitivity
The company is sensitive to corporate advertising budgets and digitization trends; a slowdown in these sectors would directly impact the 36.8% revenue growth seen in the standalone business.
Consumer Behavior
Consumer trend shifts toward digital-first workflows and eco-friendly materials (EV adoption) are driving the company's strategic roadmap.
Regulatory & Governance
Industry Regulations
The company complies with the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and the Companies Act, 2013 regarding corporate governance and financial reporting.
Environmental Compliance
The company spent INR 10.07 Lakhs on CSR activities for FY25, representing 2% of average net profits.
Taxation Policy Impact
The effective tax rate for Q2 FY26 was approximately 25.2% (INR 66.25 Lakhs tax on INR 262.60 Lakhs PBT).
Risk Analysis
Key Uncertainties
Negative operating cash flow of INR 1,831.49 Lakhs in H1 FY26 poses a liquidity risk if working capital cycles extend further.
Geographic Concentration Risk
While the company has a nationwide reach, specific regional revenue concentration percentages are not disclosed.
Third Party Dependencies
Material costs represent 71.4% of revenue (INR 2,300.69 Lakhs), indicating high sensitivity to supplier pricing and availability.
Technology Obsolescence Risk
The transition from physical print to digital communication is a risk; mitigated by the company's expansion into SMS/WhatsApp/Email campaigns and AI-driven logistics.
Credit & Counterparty Risk
Trade payables stood at INR 242.64 Lakhs as of September 2025, a significant reduction from INR 1,598.17 Lakhs in March 2025, suggesting aggressive vendor payments or reduced procurement.