Jujhar Logistics Limited reported a consolidated revenue from operations of ₹74.88 crore in FY26, a 224.15% jump over ₹23.10 crore in FY25, marking a turnaround to profitability following the acquisition of its operating subsidiary.

The company, formerly known as CDG Petchem Limited, released its investor presentation dated September 17, 2026, covering business operations, financial performance, and strategic developments. The consolidated figures reflect the contribution of Jujhar Logistic and Travels Limited from November 18, 2025, its date of acquisition, when Jujhar Logistics acquired a 51% stake in the operating entity.

Financial performance: listed entity and operating subsidiary

The investor presentation provides two views of FY26 performance: standalone financials of the listed entity and consolidated figures incorporating the operating subsidiary. The following table summarises both.

At the standalone level, the listed entity swung to a profit after tax of ₹0.99 crore in FY26 from a loss of ₹1.06 crore in FY25. On a consolidated basis, profit after tax reached ₹7.67 crore against a loss of ₹1.15 crore in the prior year.

Operating subsidiary: three-year profitability track

The presentation separately discloses the financial performance of Jujhar Logistic and Travels Limited, the main operating entity, across three financial years. The FY24 figures represent approximately 1.5 months of operations, as the logistics business was previously part of Jujhar Constructions and Travels Pvt. Ltd.

EBITDA margin contracted from 25.6% in FY25 to 21.9% in FY26, and PAT margin declined from 17.3% to 11.7%, as the business absorbed fixed costs associated with rapid fleet and network expansion.

Operational metrics and fleet scale

The operating subsidiary reported lifting volumes of 1,43,267 vehicles in FY26, up from 1,26,661 in FY25, with the fleet expanding to 406 vehicles from 301 in the prior year. The network spans 600+ delivery locations and is supported by 400+ enclosed carriers.

Key operational performance metrics tracked across FY23 to FY26 include:

• On-time delivery: 100% achieved consistently across multiple regions
• Damage-free delivery: 100% sustained across the network
• Car-lifting achievement: peak of 101% against target in the best-performing region

The company serves major original equipment manufacturers including Maruti Suzuki, Tata Motors, Kia, Jaguar Land Rover, Volkswagen, Toyota, Hyundai, Mahindra, and Skoda, operating from loading points across Haryana, Punjab, Gujarat, Uttarakhand, Maharashtra, Karnataka, Andhra Pradesh, and Tamil Nadu.

Awards and strategic direction

Jujhar Logistics received the SIAM Logistics Excellence Award in both FY24 and FY25, alongside recognition as Top Logistics Service Provider in 2024 and Logistics Partner of the Year in 2024. The company has invested in CNG vehicles as part of a green logistics initiative and plans to transport automobiles for Maruti Suzuki through railway mode, citing reduced carbon emissions and lower fuel consumption as key benefits.

The strategic roadmap outlined in the presentation encompasses organic growth in production logistics and rail logistics, organic and inorganic growth in road car carrier operations through fleet expansion and new OEM partnerships, and development of EV logistics capability, warehousing services, and export logistics. The presentation states a target to triple the business over the next few years.

Jujhar Logistics Limited has scheduled its 15th Annual General Meeting for September 29, 2026. The meeting will be held via video conferencing to address ordinary business and special resolutions concerning board appointments and significant related-party transactions.

The meeting is set for 2:00 pm (IST) on Tuesday, September 29, 2026, through Video Conferencing or Other Audio-Visual Means. This schedule aligns with the remote e-voting period, which opens on Saturday, September 26, 2026, at 9:00 am and closes on Monday, September 28, 2026, at 5:00 pm.

The agenda includes the adoption of audited standalone and consolidated financial statements for FY26. Shareholders will also vote on the re-appointment of directors Arshdeep Singh Mundi and Jagjit Singh Rai, who retire by rotation. Additionally, the meeting seeks approval for the appointment of Ms. Monika Garg as an independent director for a five-year term commencing from April 10, 2026.

Related-Party Transaction Approvals

The Board seeks shareholder consent for material related-party transactions expected to reach up to ₹25 crore each during FY27. These transactions involve two entities within the group structure:

The proposed transactions with the holding company, which holds 73.75% of the equity share capital, represent approximately 65.47% of the company's consolidated turnover for FY26. The Board states these arrangements are intended to achieve economies of scale and operational efficiencies.

What the Numbers Show

The disclosure highlights a significant concentration of operational dependency on group entities. With related-party transactions projected at ₹50 crore in aggregate against a FY26 consolidated turnover base that implies a total revenue of roughly ₹38.2 crore (derived from the 65.47% metric), the company’s near-term operational expenditure is heavily linked to its promoter and subsidiary structures. This suggests that cost optimization and arm’s-length pricing mechanisms within the group will be critical drivers of future margin performance.

Meeting Details

The AGM will be conducted in compliance with MCA and SEBI circulars. Remote e-voting facility will be provided by Central Depository Services (India) Limited. The cut-off date for determining eligibility to cast votes electronically is Tuesday, September 22, 2026. Shareholders holding shares as on this date are eligible to participate.