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Jet Freight Logistics Limited (JETFREIGHT) Fair Value & Analysis

Industrials · IN · Market cap ₹1.0B

JF Jet Freight Logistics Limited JETFREIGHT · BSE
Price₹22.15
Fair Value₹17.39
Upside-21.5%
Quality47/100
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Risks

!Trades 21% ABOVE our fair value of ₹17.39
!Expensive Growth
!Thin margins · 1.5% net margin
!Low debt · negative free cash flow
Expensive Growth
Thin margins · 1.5% net margin
Low debt · negative free cash flow
Narrow moat 31/100
Evidence: High Range ₹15.39 – ₹18.98 Share as image

Fair value as of: Aug 21, 2026

From 15 valuation models · updated today

Share price −5.9% over the past month.

Below-average quality, and screening another 21% overvalued on our models.

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What matters now

  • The price sits above even our optimistic bull case (₹18.98). The favourable scenario is already priced in.
  • Solid but not exceptional quality (47/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

₹77.59 ₹9.44 Fair Value ₹17.39 Jan 2020 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 21, 2026.

How to read this chart

60‑month range ₹9.44 – ₹77.59 · fair‑value band ₹15.39 – ₹18.98 · the ₹22.15 price screens above the ₹17.39 fair value. Dashed = 300-day average. As of Aug 21, 2026.

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Analysis

Jet Freight Logistics Limited (JETFREIGHT) currently trades at ₹22.15, while our model-based Fair Value estimate is ₹17.39, implying the stock looks roughly 21.5% overvalued today. The Quality Score stands at 47/100 (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 ₹5.0B at a net margin of 1.5%. Revenue grew 49.7% year over year. It earns a return on equity of 10.1%. Net debt stands at ₹725M. Fundamentals as of Aug 21, 2026

Our scenario range runs from ₹15.39 (bear case) to ₹18.98 (bull case); at ₹22.15, 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 15% below its 52-week high and 84% 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 -21%, 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 ₹19.90 ₹23.70 ₹27.44 72
Gordon GGM ₹0.1900 ₹0.2600 ₹0.3200 70
All 15 models by family
DCF Models
Owner Earnings ₹12.26 ₹16.86 ₹23.15 31
Earnings-Based
Graham-Dodd ₹9.98 ₹19.54 ₹24.46 54
EPV ₹19.59 ₹22.67 ₹25.24 59
Dividend Discount
Gordon GGM ₹0.1900 ₹0.2600 ₹0.3200 70
DDM Multi-Stage ₹0.1900 ₹0.2600 ₹0.3200 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 ₹37.62 ₹51.16 ₹64.70 53
EV/EBITDA ₹32.13 ₹43.84 ₹55.55 54
EV/Revenue ₹25.99 ₹38.41 ₹50.84 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 ₹19.90 ₹23.70 ₹27.44 72
Growth Earnings
Growth-Adj P/E ₹16.66 ₹23.80 ₹30.94 68

Widest divergence: Multiples (₹30.81) versus Dividend Discount (₹0.2600). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) ₹5.0B
Revenue growth (YoY) +49.7%
Net margin 1.5%
Return on equity 10.1%
Free cash flow −₹86.3M FY2026
P/E ratio 15.1
More key figures
Operating margin 3.5%
EPS (TTM) ₹1.47
EPS growth (YoY) +42.1%
Net debt ₹725M FY2026

Figures from reported company fundamentals · as of Aug 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 47/100

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

Profitability 43
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 10
Earnings quality: real cash, not paper profit
Fin. Strength 43
Balance sheet, leverage, solvency risk
Investment 83
Disciplined investing over empire-building
Low Volatility 66
Calm price path (market factor)
Momentum 77
Price trend over the last 3–12 months (market factor)
52W Momentum 86
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 freight forwarding business in India. The company offers air and ocean freight, rail and surface transportation, door-to-door cargo delivery, warehousing, and customs clearance services.

Full company description

Jet Freight Logistics Limited engages in the freight forwarding business in India. The company offers air and ocean freight, rail and surface transportation, door-to-door cargo delivery, warehousing, and customs clearance services. It manages perishable cargoes, including frozen and temperature-controlled cargoes, such as pharmaceuticals, vaccines, bulk drugs, vegetables, fruits, flowers, electronics/machinery, garments, and tissue cultures; general and time sensitive cargoes; hazardous cargoes; and heavy lift, over dimensional, and break-bulk cargoes. It also offers parcel transportation, PTL and TL freight, and cross-border services; and open, closed and in transit warehousing services. The company 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 36/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹4.4B
Latest YoY
+0.1%
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 (6Y) 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.
+6.6%
Revenue −0.9%/yr
FY22 ₹4.6B
FY23 ₹4.3B
FY24 ₹4.0B
FY25 ₹4.4B
FY26 ₹4.4B
Net income +23.0%/yr
FY22 ₹29.7M
FY23 −₹4.1M
FY24 ₹1.7M
FY25 ₹37.5M
FY26 ₹68.1M

JETFREIGHT screens 21% 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.BSE

Peer Group

Integrated Freight & Logistics · 216 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 47 · 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) 4% · Below median
Revenue growth 50% · Top 25%
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 1.44× · Pricier than median
P/S (TTM) 0.21× · Cheaper than median
EV/EBITDA 6.1× · Cheaper than median

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

Similar stocks

10 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Aug 21, 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%
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%
Sinotrans Limited 601598 ¥6.46 ¥7.38 +14%

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Frequently asked questions

Is Jet Freight Logistics Limited (JETFREIGHT) overvalued or undervalued?
As of Aug 21, 2026, our model estimates a fair value of ₹17.39 versus a price of ₹22.15, about −21% (overvalued).
What is the fair value of JETFREIGHT?
Our model-based fair value for Jet Freight Logistics Limited is ₹17.39 (as of Aug 21, 2026), built from audited fundamentals. The current price: ₹22.15.
What is the quality score of JETFREIGHT?
Jet Freight Logistics Limited has a Quality Score of 47/100. 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 ₹5.0B (latest available figure, as of Aug 21, 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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