NSE: KLL
KAUSHALYA LOGISTICS LTD
Trades electronic appliances, which made up 97.6% of segment revenue at Rs 2,450.51 crore in FY26, and runs a logistics and service business alongside a small real estate line. The logistics segment contributed Rs 50.11 crore (2.0% of segment revenue) at an 18.8% EBIT margin, while real estate contributed Rs 9.94 crore (0.4% of segment revenue) at a 64.5% EBIT margin. The appliance trading segment operates on a very thin 0.1% EBIT margin, making it the volume driver but not the profit driver. Total revenue for FY26 was Rs 2,498.67 crore, up 103.71% year-on-year, while net profit was Rs 12.22 crore, a net margin of 0.49%. The cost structure is dominated by other operating expenses at Rs 109.02 crore (4.4% of revenue), with employee costs at Rs 10.63 crore (0.4%) and depreciation at Rs 1.14 crore. AR · MarketPing reader · 2026-08-03
Revenue streams, as the annual report describes them. Trade of Electronic Appliances (98%), Logistics & Service Income (2%), Real Estate (0%). High-volume, low-margin trading of electronic appliances supplemented by a higher-margin logistics arm and a small real estate line.
Exhibit 1: Financial summary, FY25–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY25 | FY26 |
|---|---|---|
| Revenue | 1,227 | 2,499 |
| EBITDA (ex other income) | 6 | 3 |
| margin % | 0.5 | 0.1 |
| Owners' profit | 12 | 0 |
| EPS, as reported (₹) | 12.78 | 13.18 |
| ROE % · ROCE % | 19.6 · 23.0 | 16.8 · 20.7 |
| Debt / equity (x) | 1.32 | 1.02 |
| Cash from operations | (17) | 4 |
| Capex | 0 | 0 |
Exhibit 2: Quarterly performance, last 3 quarters
| ₹ crore | Q4 FY25 | Q2 FY26 | Q4 FY26 |
|---|---|---|---|
| Revenue | 753 | 1,286 | 1,212 |
| Profit before tax | 8 | 10 | 7 |
| Net profit | 6 | 7 | 5 |
| EPS (₹) | 6.18 | 7.34 | 5.86 |
Exhibit 3: Segment revenue, FY26
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Trade of Electronic Appliances | 2,451 | 97.6 |
| Logistics & Service Income | 50 | 2.0 |
| Real Estate | 10 | 0.4 |
| Total, before eliminations | 2,511 | 100.0 |
Exhibit 4: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 27 Oct 2026 · Corporate governance report not applicable for September 2026 quarter | compliance | minimal | — | — |
| 27 Oct 2026 · Corporate governance report not required for September 2026 quarter | compliance | minimal | — | — |
| 21 Oct 2026 · SDD compliance certificate for quarter ended September 2026 | compliance | minimal | — | — |
| 21 Oct 2026 · Compliance certificate on insider trading database for September 2026 quarter | compliance | minimal | — | — |
| 17 Oct 2026 · Compliance certificate - no physical shares for demat in Q2 FY27 | compliance | minimal | — | — |
| 1 Oct 2026 · AGM 2026: All 6 resolutions passed unanimously | board shareholder meetings | low | — | — |
| 1 Oct 2026 · Trading window closed from Oct 1 for half-yearly results | compliance | minimal | — | — |
| 1 Oct 2026 · AGM scrutinizer report filed, all 6 resolutions passed unanimously | compliance | minimal | — | — |
| 1 Oct 2026 · AGM voting results filed for September 30 2026 meeting | board shareholder meetings | low | — | — |
| 30 Sept 2026 · Kaushalya Logistics files AGM proceedings for September 30, 2026 meeting | board shareholder meetings | low | — | — |
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.