TransIndia Real Estate Limited (TREL) was incorporated in 2021 and is a pivotal player in the industrial and logistics real estate sector. Engaged in the leasing of land, commercial properties, logistics parks, warehousing, real estate development, and equipment hiring solutions, TREL emerged as a demerged entity from the Allcargo Group. The company officially changed its name from Transindia Realty & Logistics Parks Limited to Transindia Real Estate Limited on May 15, 2023.
TREL empowers businesses with world-class warehousing solutions across India, distinguished by cutting-edge technology, superior inventory management, and an unwavering commitment to speed, safety, and customer connectivity. Through continuous innovation and a dedicated drive to streamline the supply chain, their facilities are managed by expert professionals, establishing a significant real estate footprint across sectors like warehousing and Inland Container Depots (ICD)/Container Freight Stations (CFS).
TransIndia Real Estate has developed and manages 5.5 million square feet of Grade-A Industrial and logistics parks strategically located in major micro-markets including Mumbai (JNPT), Delhi NCR (Farrukh Nagar), Bengaluru (Malur), and Hyderabad (Patancheru). The company's core mission is to invest in developing and maintaining robust logistics assets that enable businesses to expand and simplify their global and domestic supply chains.
The company's operations are segmented into logistics parks, equipment hiring, and commercial logistics facilities. The Equipment hiring segment provides integrated end-to-end project, engineering, and logistic services through a diverse fleet of owned and rented specialized equipment across various sectors. The Logistics Park segment offers strategically located logistics parks across India.
TREL's diverse asset portfolio includes logistics parks, equipment and engineering solutions, and commercial logistics facilities such as Container Freight Stations (CFS) and Inland Container Depots (ICD). Their expertise spans cold storage, industrial structures, Grade-A warehousing, built-to-suit warehouses, and ready-to-move warehouses, catering to a broad spectrum of industry needs.
The company's financial performance has seen a notable shift in recent periods.
#### Recent Financial Results
- Q4 FY2024-25: Net profit declined 79.54% to ₹32.54 crore, compared to ₹159.03 crore in Q4 FY2023-24. Sales rose 2.24% to ₹20.53 crore, from ₹20.08 crore in the same period a year prior.
- Full Year FY2024-25: Net profit declined 78.98% to ₹52.63 crore, down from ₹250.41 crore in FY2023-24. Sales declined 14.66% to ₹82.63 crore, from ₹96.82 crore in the previous fiscal year.
#### Key Financial Metrics
- Market Capitalization: ₹852.07 crore (as of June 10, 2025)
- P/E Ratio: 16.25
- P/B Ratio: 0.69
- ROE: 3.83% (over last 3 years); 20% (Trailing 12-month)
- Book Value: ₹50.6
- Face Value: ₹2.00
- Operating Revenue (TTM): ₹82.18 crore
- Annual Revenue De-growth: -16% (needs improvement)
- Pre-tax Margin: 346% (exceptional)
#### Market Position and Share Price Performance
The equity shares of TransIndia Real Estate Ltd were listed on August 10, 2023. The stock has experienced fluctuations, with a 52-week high of ₹55.70 and a 52-week low of ₹24.73. Over the past year, TRANSINDIA REAL ESTATE L has recorded a return of -40.27%.
TransIndia Real Estate demonstrated resilience in the second quarter and first half of FY2025, amidst India's projected GDP growth of 7% driven by local consumption and manufacturing. While rental income guidance reflects a conservative outlook due to potential vacancies, the company's strategic property acquisitions and the development of new warehousing parks are poised to capitalize on the growing demand in the logistics sector.
The exploration of alternative asset classes, including data centers, signals a cautious yet optimistic approach to future growth. Concurrently, existing logistics operations are expected to maintain a stable revenue profile in the near term, ensuring a balanced growth strategy.
Promoter holding in TransIndia Real Estate Ltd has increased to 70.24% as of March 2025, up from 69.13% as of June 2024, indicating increased confidence from the promoters.
- Chairman: Mohinder Pal Bansal
- Company Secretary: Khushboo Dinesh Mishra
- Registered Office: 4th Floor A Wing AllcargoHouse, CST Road Kalina Santacruz (E), Mumbai, Maharashtra, 400098.
TransIndia Real Estate has significantly reduced its debt and is now almost debt-free. This robust debt-free status provides the company with substantial financial flexibility for future investments and growth initiatives within the rapidly expanding logistics real estate market. The company's strong position in India's growing logistics sector, combined with its strategic asset portfolio, positions it exceptionally well to capitalize on the increasing demand for Grade-A warehousing and logistics infrastructure across key industrial markets in India.