DJ Mediaprint & Logistics Ltd (DJML)

Services · Diversified · NSE · Updated 1 September 2026
By StockFin Research Team AI-Assisted Analysis Source: BSE/NSE Filings
₹72.2 ↓ 29.6% (1Y)

🎯 Key Takeaways

  • DJ Mediaprint & Logistics Ltd (DJML) is in a clear phase of scaling integrated services across printing, logistics, and digital solutions, leveraging infrastructure expansion to drive top-line growth. Despite a challenging market environment reflected in a -29.
  • Revenue declined 31.2% QoQ to ₹36 in Q1FY27.
  • ⚠️ Margin pressure persists despite revenue growth, as OPM declined from 16.5% in March 2026 to 11% in June 2026, potentially due to scaling costs or com
Market Cap
₹259
P/E Ratio
20.9
P/B Ratio
3.59
ROE
16.3%
ROCE
17.9%
Debt/Equity
0.52
Promoter
55.7%

📖 The Story

DJ Mediaprint & Logistics Ltd (DJML) is in a clear phase of scaling integrated services across printing, logistics, and digital solutions, leveraging infrastructure expansion to drive top-line growth. Despite a challenging market environment reflected in a -29.6% one-year return, recent quarterly results show strong revenue momentum, though profitability metrics remain volatile. Management is focused on operational efficiency and asset utilization to convert growth into sustainable shareholder value.

📰 What's Happening

In Q1 FY26 (filed August 14, 2026), DJML reported revenue of ₹3,014.88 lakhs, up 40.08% YoY, with PAT rising 12.98% to ₹187.29 lakhs and EBITDA up 21.01% to ₹505.32 lakhs. Management highlighted sustained growth momentum and strategic expansion across printing, logistics, and digital solutions. The board approved unaudited financial results for the quarter ended June 30, 2026, and released limited review reports from auditors (filed June 22, 2026). Additionally, 2,61,503 warrants were converted into equity on July 1, 2026, increasing paid-up capital, while 47,87,630 warrants lapsed in July 2026 (filed July 10, 2026).

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

MetricJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue2532285336
Operating Profit33394
OPM %11.6%10.2%11.1%16.5%11.0%
Net Profit22262
EPS₹0.55₹0.63₹0.56₹1.63₹0.64

Revenue has shown an upward trend over the past four quarters, peaking at ₹36 lakhs in June 2026 before moderating to ₹3,014.88 lakhs in Q1 FY26 on a YoY basis, indicating strong growth acceleration. However, operating performance remains inconsistent, with OPM fluctuating between 10.2% and 16.5% and net profit rising only 12.98% despite 40% revenue growth, suggesting margin pressure or higher investment intensity. EPS of ₹0.55 in Q1 FY26 reflects improved capital efficiency, but the company’s profitability trajectory remains sensitive to execution in its integrated services model.

🔮 Management Outlook & What's Next

Management has consistently emphasized expanding existing businesses, enhancing logistics capabilities, growing project-based solutions, and improving operational efficiency and asset utilization as key growth levers. These strategic priorities were reiterated in the Q1 FY26 results filing (August 14, 2026), where sustained growth momentum and scalable infrastructure deployment were cited as foundations for long-term value creation. No formal financial guidance was provided, but operational expansion is being pursued without compromising capital discipline.

Extracted from official company announcements. Not StockFin.ai's opinion.

🏦 Balance Sheet (₹ Cr)

ItemMar 2024Mar 2025Mar 2026Mar 2026
Equity Capital11323234
Reserves23313938
Borrowings18222938
Total Liabilities60114115140
Fixed Assets22222727
Investments0000
Total Assets60114115140

The balance sheet shows a stable capital structure with equity and reserves growing modestly from ₹63 crore (March 2025) to ₹72 crore (March 2026), while borrowings remain low and manageable at ₹38 crore (March 2026) down from ₹29 crore previously. Total assets have increased steadily, indicating reinvestment in operations. The company is not over-leveraged, and capital allocation appears focused on organic expansion rather than aggressive debt-funded growth, aligning with its asset-light and efficiency-driven model.

💰 Cash Flow Statement (₹ Cr)

ItemMar 2026
Operating-15
Investing-6
Financing+24
Net Cash Flow+3

👥 Shareholding Pattern

CategoryQ3FY26Q4FY26Q1FY27
Promoters55.5%56.2%55.7%
FII0.0%0.1%0.2%
DII0.0%0.0%0.0%
Public39.3%38.2%38.8%
# Shareholders3,7833,7353,688

Promoter holding has remained relatively stable around 55.5–56.17% over recent quarters, indicating confidence in long-term prospects. Institutional ownership (FII) is minimal but slightly increasing from 0% to 0.18%, while DII remains at 0%. The shareholder base is fragmented, with over 3,600 public shareholders, suggesting retail participation. No significant stake sales or pledges have been disclosed, and warrant conversions have been partial, with most still unconverted, leaving room for future dilution or capital raising if needed.

⚖️ Peer Comparison — Diversified

Company MCap (₹ Cr) P/E ROCE ROE D/E
3MINDIA 37,533 61.4 38.4% 28.5% 0.00
NAVA 16,085 21.3 13.3% 11.1% 0.25
DCMSHRIRAM 15,845 11.5 12.1% 18.6% 0.36
IBULLSLTD 6,110 13.9 -2841.4% -176.9% -0.95
QUESS 5,694 22.5 27.2% 21.7% 0.00
BALMLAWRIE 2,988 10.7 16.3% 10.5% 0.04
GOCLCORP 1,943 5.7 13.5% 21.6% 0.71
BLUSPRING 1,886 3.0% -2.6% 0.12
TTKHLTCARE 1,640 22.2 8.5% 6.6% 0.02
512014 1,373 52.9 38.2% 25.6% 0.08

🔗 Peer Stock Analyses

⚠️ Risk Factors

1. Margin pressure persists despite revenue growth, as OPM declined from 16.5% in March 2026 to 11% in June 2026, potentially due to scaling costs or competitive pricing. 2. High concentration of promoter ownership (55–56%) increases governance and liquidity risks if exits occur. 3. Limited institutional interest may affect market depth and valuation re-rating potential. 4. Dependence on project-based and contract-driven revenue models exposes the company to order volatility and delayed realizations.

📋 Recent Filings

🧠 Analyst's Read

DJML is executing a clear growth strategy through infrastructure and service integration, supported by improving top-line trends, but profitability remains uneven. Investors should monitor margin recovery and execution clarity in logistics and digital segments, as well as any acceleration in institutional interest or new order pipelines in upcoming quarters.

Based on filing content and financial data. Not a recommendation.

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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-09-01.

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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