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Jet Freight Logistics Limited (JETFREIGHT) Fair Value & Analysis

Industrials · IN · Market cap ₹1.0B

JF Jet Freight Logistics Limited JETFREIGHT · NSE
Price₹22.23
Fair Value₹16.17
Upside-27.3%
Quality48/100
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Expensive Growth
Thin margins · 1.5% net margin
Low debt · negative free cash flow
Mixed vs. peers (7/13)
Narrow moat 32/100
Evidence: High Range ₹11.36 – ₹21.02 Share as image

Fair value as of: Aug 13, 2026

From 17 valuation models · updated 3 days ago

Share price −7.8% over the past month.

Below-average quality, and screening another 27% overvalued on our models.

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What matters now

  • The price sits above even our optimistic bull case (₹21.02). The favourable scenario is already priced in.
  • Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (₹11.36 to ₹21.02) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

₹38.79 ₹6.55 Fair Value ₹16.17 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ₹6.55 – ₹38.79 · fair‑value band ₹11.36 – ₹21.02 · the ₹22.23 price screens above the ₹16.17 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Jet Freight Logistics Limited (JETFREIGHT) currently trades at ₹22.23, while our model-based Fair Value estimate is ₹16.17, implying the stock looks roughly 27.3% overvalued today. The Quality Score stands at 48/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Jet Freight Logistics Limited generated revenue of ₹4.4B at a net margin of 1.5%. Revenue grew 11.4% year over year. It earns a return on equity of 10.1%. Net debt stands at ₹596M. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹11.36 (bear case) to ₹21.02 (bull case); at ₹22.23, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 9% below its 52-week high and 87% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 26% fair-value upside, at -27%, JETFREIGHT screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ₹12.43 ₹13.33 ₹15.31 76
ROIC Compounder ₹17.84 ₹22.47 ₹28.40 72
Gordon GGM ₹0.1900 ₹0.3500 ₹0.4800 70
All 17 models by family
DCF Models
Owner Earnings ₹18.39 ₹29.99 ₹47.35 31
Earnings-Based
Graham-Dodd ₹9.98 ₹43.81 ₹59.96 54
Lynch FV ₹11.32 ₹16.17 ₹21.02 50
PEG = 1.0 ₹11.32 ₹16.17 ₹21.02 46
EPV ₹17.18 ₹19.53 ₹21.49 59
Dividend Discount
Gordon GGM ₹0.1900 ₹0.3500 ₹0.4800 70
DDM Multi-Stage ₹0.1900 ₹0.3200 ₹0.3700 61
Multiples
P/E Multiple ₹23.11 ₹30.81 ₹38.52 63
P/S Multiple ₹18.71 ₹24.94 ₹31.18 58
P/B Multiple ₹18.71 ₹24.94 ₹31.18 55
EV/EBIT ₹40.56 ₹54.11 ₹67.65 53
EV/EBITDA ₹35.07 ₹46.78 ₹58.50 54
EV/Revenue ₹28.93 ₹41.36 ₹53.79 43
Asset-Based
NCAV (Graham) ₹7.67 ₹10.28 ₹15.34 50
Economic Profit
Residual Income ₹12.43 ₹13.33 ₹15.31 76
ROIC Compounder ₹17.84 ₹22.47 ₹28.40 72
Growth Earnings
Growth-Adj P/E ₹18.68 ₹26.68 ₹34.69 68

Widest divergence: Multiples (₹30.81) versus Dividend Discount (₹0.3200). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) ₹4.4B
Revenue growth (YoY) +11.4%
Net margin 1.5%
Return on equity 10.1%
Free cash flow −₹122M FY2026
P/E ratio 15.1
More key figures
Operating margin 5.0%
EPS (TTM) ₹1.47
EPS growth (YoY) +843%
Net debt ₹596M FY2026

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 48/100

Of which business quality 45 · Market factors (momentum, volatility) 76

Profitability 43
Margins and returns on capital today
Quality Growth 37
Are margins and returns improving?
Cashflow 7
Earnings quality: real cash, not paper profit
Fin. Strength 47
Balance sheet, leverage, solvency risk
Investment 83
Disciplined investing over empire-building
Low Volatility 65
Calm price path (market factor)
Momentum 76
Price trend over the last 3–12 months (market factor)
52W Momentum 91
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Jet Freight Logistics Limited engages in the logistics and freight forwarding business in India and internationally. The company offers air and ocean freight, rail and surface transportation, courier, customs clearance, and warehousing services, as well as door-to-door delivery services.

Full company description

Jet Freight Logistics Limited engages in the logistics and freight forwarding business in India and internationally. The company offers air and ocean freight, rail and surface transportation, courier, customs clearance, and warehousing services, as well as door-to-door delivery services. It manages perishable cargo, including frozen-temperature-controlled shipments, such as pharmaceuticals, vaccines, bulk drugs, vegetables, fruits, flowers, electronics/machinery, garments, and tissue culture; general and time sensitive cargo; aerospace logistics; full and part charters; consolidation services; DGR handling; and project cargo, as well as shipment of hazardous cargo and ODC consignments. The company serves various clientele across automotive, pharmaceuticals, engineering, retail, and FMCG sectors. Jet Freight Logistics Limited was founded in 1986 and is headquartered in Mumbai, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Jet Freight Logistics Limited reported revenue of ₹4.4B in FY2026 versus ₹4.6B in FY2022, a compound −0.9%/yr. Reported net income was ₹68.1M in FY2026, compounding +23.0%/yr from FY2022.

Growth Quality 30/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹4.4B
Latest YoY
−0.2%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+1.4%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+4.8%
Avg. growth/yr (14Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+21.6%
Revenue −0.9%/yr
FY22 ₹4.6B
FY23 ₹4.3B
FY24 ₹4.0B
FY25 ₹4.5B
FY26 ₹4.4B
Net income +23.0%/yr
FY22 ₹29.7M
FY23 −₹4.1M
FY24 ₹1.7M
FY25 ₹37.5M
FY26 ₹68.1M
Character of growth · EPS growth decomposed (2015-2026) −3.1 % p.a.
Revenue per share −0.8 pp

of which total revenue +10.1 pp · buybacks/dilution −10.9 pp

EBIT margin +4.2 pp
Tax rate −0.8 pp
Residual (interest, one-offs) −5.7 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

JETFREIGHT screens 27% overvalued. Compare with United Parcel Service, Inc →

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Cite: Fair Value Calculator (2026). "Jet Freight Logistics Limited Fair Value". https://www.fairvalue-calculator.com/stock/JETFREIGHT

Peer Group

Integrated Freight & Logistics · 217 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 48 · Below median
Fair Value upside −27% · Below median
Return on equity (TTM) 10% · Above median
Return on assets 5% · Top 25%
Net margin (TTM) 2% · Below median
Operating margin (TTM) 5% · Above median
Revenue growth 11% · Above median
Dividend yield (TTM) 0.1% · Bottom 25%
Debt / equity 0.21× · Higher than median

Valuation Multiples vs Integrated Freight & Logistics median · lower = cheaper

P/E (TTM) 15.1× · Cheaper than median
P/B 1.45× · Pricier than median
P/S (TTM) 0.23× · Cheaper than median
EV/EBITDA 6.2× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 40
FUTURE 57 · sector 8
PAST 40 · sector 26
HEALTH 90 · sector 94
DIVIDEND 2 · sector 63

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
United Parcel Service, Inc UPS $103.91 $103.34 -1%
FedEx Corporation FDX $326.77 $347.68 +6%
Deutsche Post AG DHL €55.32 €53.18 -4%
DSV A/S DSV kr 1,380 kr 712.57 -48%
J.B. Hunt Transport Services, Inc JBHT $275.96 $133.80 -52%
S.F. Holding 002352 ¥32.96 ¥48.64 +48%
ZTO Express (Cayman) Inc 2057 HK$178.20 HK$224.41 +26%
Hyundai Glovis Co 086280 199,700 KRW 468,982 KRW +135%
YTO Express Group 600233 ¥18.48 ¥26.51 +43%
JD Logistics, Inc 2618 HK$14.17 HK$21.45 +51%

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Frequently asked questions

Is Jet Freight Logistics Limited (JETFREIGHT) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹16.17 versus a price of ₹22.23, about −27% (overvalued).
What is the fair value of JETFREIGHT?
Our model-based fair value for Jet Freight Logistics Limited is ₹16.17 (as of Aug 13, 2026), built from audited fundamentals. The current price is ₹22.23.
What is the quality score of JETFREIGHT?
Jet Freight Logistics Limited has a Quality Score of 48/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Jet Freight Logistics Limited (JETFREIGHT)?
Jet Freight Logistics Limited reported trailing-twelve-month revenue of about ₹4.4B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of JETFREIGHT?
The net profit margin of Jet Freight Logistics Limited is about 1.5%, meaning it keeps roughly 1.5% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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