Kaushalya Logistics Limited (KLL)
Latest quarterly results (H2 FY26)
In its latest reported quarter, H2 FY26, Kaushalya Logistics' revenue was ₹1,212 Cr (+61.0% year on year, -5.8% on the previous half-year), and net profit ₹5.0 Cr (-16.7% year on year); the operating margin was 0.0%.
| H2 FY26 (₹ Cr) | Value | YoY vs H2 FY25 | vs prev. half |
|---|---|---|---|
| Revenue | ₹1,212 | +61.0% | -5.8% |
| Operating profit | ₹0.0 | -100.0% | -100.0% |
| Net profit | ₹5.0 | -16.7% | -28.6% |
| EPS (₹) | 2.92 | -5.5% | -20.4% |
| Operating margin | 0.0% | — | — |
KLL delivery percentage and bulk deals
NSE end-of-day data for
On Fri, 16 Oct 2026, 88.24% of the KLL shares traded on NSE were taken to delivery, against the stock's own 20-session average of 84.94%. That is close to its usual level. Turnover was only ₹5 lakh, so a handful of trades can move this figure. Volume was 0.2 times its average, well below normal. It closed at its lower price band (circuit) on 16 Oct, one of 16 band closes in about the last 20 sessions. 4 bulk or block deals were reported in KLL in the last 60 days: ₹0.09 Cr bought and ₹2 Cr sold.
Delivery in the last 5 sessions: 100.0% · 94.1% · 82.3% · 83.3% · 88.2%
| Date | Side | Counterparty | Value | Price | Quantity | Type |
|---|---|---|---|---|---|---|
| 24 Sep | Sell | Pardeep Kumar Aggarwal Huf | ₹0.44 Cr | ₹45.18 | 96,800 | Bulk |
| 24 Sep | Buy | Pardeep Kumar Aggarwal Huf | ₹0.09 Cr | ₹45.71 | 19,200 | Bulk |
| 23 Sep | Sell | Vicco Trading Corporation | ₹0.97 Cr | ₹41.51 | 232,800 | Bulk |
| 18 Sep | Sell | Vicco Trading Corporation | ₹0.43 Cr | ₹32.04 | 135,200 | Bulk |
A description of what the exchange published, not a recommendation. Names such as "accumulation" or "long buildup" label a pattern in the numbers. How delivery is analysed
📢 Recent Corporate Announcements
Kaushalya Logistics Limited has submitted the voting results alongside the Scrutinizer's Report following its shareholders meeting. The filing details the completion of the formal voting process by shareholders on October 1, 2026. The submission serves as a statutory compliance requirement under listing regulations. Specific resolution breakdowns were not readable in the document extract.
- Filing submitted on October 1, 2026 following a shareholders meeting
- Pertains to voting results and the Scrutinizer's Report
- Digitally signed by Managing Director Uddhav Poddar on October 1, 2026
- Detailed voting percentages and resolutions are not disclosed in the text extract
Kaushalya Logistics Limited has submitted the voting results of its Annual General Meeting (AGM) held on September 30, 2026, to the stock exchange. The submission confirms shareholder participation as required under regulatory compliance. Detailed breakdown of individual resolution votes was not disclosed in the filing excerpt. The company holds a market capitalization of Rs 74 Cr with TTM revenue of Rs 3,725 Cr.
- Annual General Meeting held on September 30, 2026
- Filing submitted and digitally signed on October 1, 2026
- Voting results submitted pursuant to Exchange reporting requirements
- Detailed voting percentages and resolution outcomes not disclosed in the excerpt
Kaushalya Logistics Limited (KLL) has submitted a regulatory filing titled 'General Updates' to the stock exchange on September 25, 2026. The provided extract contains no operational or financial disclosures beyond an administrative digital signature. With a market capitalization of Rs 85 Cr and TTM revenue of Rs 3,725 Cr, there are no quantifiable material impacts stated in this disclosure.
- Filing submitted under the subject 'General Updates' on September 25, 2026
- Digital signature recorded on 2026.09.25 at 18:18:38 +05'30'
- No specific financial or operational metrics disclosed in the provided document
Kaushalya Logistics Limited has submitted the calendar of events for its upcoming 2026 Annual General Meeting (AGM) to the stock exchange. This is a standard statutory and procedural compliance filing. The company operates at a market cap of approximately ₹46 Cr with TTM revenue of ₹3,725 Cr. The filing does not disclose any new operational or financial developments.
- Company submitted the Calendar of Events for the AGM 2026 on September 3, 2026
- Filing signed digitally by Uddhav Poddar on 2026.09.03 at 16:35:11 IST
- No financial or operational metrics disclosed in the filing
Kaushalya Logistics Limited intimated the stock exchange regarding the outcome of its Board Meeting held on September 03, 2026. However, the provided document extract contains only digital signature metadata without disclosing specific board resolutions or agenda decisions. The company currently has a TTM revenue of Rs 3,725 Cr and a market capitalization of Rs 42 Cr. Investors will need to track further regulatory releases for specific operational or corporate actions approved.
- Board meeting held and intimation submitted on September 03, 2026
- Specific resolutions and board decisions are not disclosed in the filing extract
- Company trades at a market cap of Rs 42 Cr with TTM revenue of Rs 3,725 Cr
Financial Performance
Revenue Growth by Segment
Consolidated FY25 Total Revenues reached INR 1,246.31 Cr. Segment-specific growth percentages are not disclosed in the available documents.
Geographic Revenue Split
The company operates across 116 locations in different states of India. Haryana is a key region with 17 depots, including the newly added Siwani CFA depot.
Profitability Margins
Net Profit Margin for FY25 was 0.95% (INR 11.85 Cr profit on INR 1,246.31 Cr revenue).
EBITDA Margin
EBITDA Margin for FY25 was 1.45% (INR 18.12 Cr EBITDA). Core profitability is driven by integrated logistics and C&F services.
Capital Expenditure
As of March 31, 2025, INR 1.55 Cr of IPO proceeds remained unutilized and were held in escrow/current accounts at ICICI Bank.
Operational Drivers
Raw Materials
Fuel (Diesel) is the primary operational cost for FTL services; specific percentage of total cost is not disclosed.
Capacity Expansion
Current capacity includes 116 locations across India. Planned expansion includes the Siwani CFA depot in Haryana, which adds 10,000 MT of monthly volume capacity for Shree Cement.
Strategic Growth
Growth Strategy
Growth will be achieved through the expansion of the depot network (e.g., 17th depot in Haryana), deepening partnerships with existing clients like Shree Cement (adding 10,000 MT/month volume), and a strategic demerger of KLL and BLSL to create a sharper focus on core logistics verticals.
Products & Services
Integrated logistics support, Carrying and Forwarding (C&F) services, Full Truck Load (FTL) transportation, and rake point management.
Brand Portfolio
Kaushalya Logistics Limited.
New Products/Services
Expansion into other logistics sub-segments and additional verticals following the proposed demerger.
Market Expansion
Targeting emerging micro-markets and expanding the depot network in states like Haryana.
Strategic Alliances
Long-term service partnerships with Dalmia Cement Bharat Limited, ACC, Ambuja Cement (Adani Group), JK Cement, and Shree Cement Limited.
External Factors
Industry Trends
The cement logistics sector is evolving towards advanced and integrated solutions; KLL is positioning itself to handle complex workflows and provide dependable service across its 116 locations.
Competitive Landscape
Operates in a competitive logistics market serving major cement conglomerates.
Competitive Moat
Durable competitive advantage derived from a 20-year track record and deep integration into the supply chains of India's largest cement manufacturers, creating high barriers to entry.
Macro Economic Sensitivity
Highly sensitive to infrastructure spending and GDP growth, which drive cement demand and logistics volumes.
Consumer Behavior
Cement brands are increasingly outsourcing logistics to integrated providers to improve efficiency and meet market needs.
Regulatory & Governance
Industry Regulations
Compliance with Companies Act 2013 (Sections 177, 188, 197) and SEBI Listing Obligations and Disclosure Requirements (LODR).
Legal Contingencies
Pending litigations exist; the company has disclosed their impact on the financial position in the notes to accounts. No material foreseeable losses on long-term or derivative contracts were noted as of March 31, 2025.
Risk Analysis
Key Uncertainties
Potential integration challenges from the demerger and market conditions affecting the cement industry.
Geographic Concentration Risk
Operates in 116 locations across India, with a strong presence in Haryana (17 depots).
Third Party Dependencies
Significant dependency on 5 major cement groups for revenue generation.
Technology Obsolescence Risk
Digital transformation includes the implementation of audit trail (edit log) features in accounting software to ensure financial reporting integrity.
