LEAP India Limited share price

NSE: LEAPIND · ISIN INE00GO01025

Key numbers

Market cap
₹ 6,164 Cr
Current price
₹ 139.92
52-week high / low
₹ 172 / 129
Stock P/E
90.9
Book value
₹ 16.8
Dividend yield
0.00%
ROCE
8.7%
ROE
6.5%
Debt to equity
1.14
Sales growth (3 yrs)
42.4%
Profit growth (3 yrs)
90.6%
1-year return
-

About LEAP India Limited

LEAP India Limited provides supply chain asset pooling and management services, including pallet and asset rental, transportation, storage management, distribution, and warehousing solutions. The company offers asset pooling solutions for supply chains, such as the rental and management of pallets, crates, FLCs, and utility boxes. It delivers transportation, storage management, distribution, and warehousing services, along with asset administration, return, and repair services for pooled assets. The company provides custom-tailored supply chain solutions, including a two-way packaging model, real-time fleet analysis for asset tracking, and packaging solutions to ensure product safety during transportation. The company serves manufacturers, retailers, and suppliers across various industries that require supply chain, packaging, and asset pooling solutions, supporting clients involved in transportation, warehousing, and distribution operations. The company was founded in 2013 and is based in Mumbai, India.

Concall summary (2026-09-04)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • And we expect in a quarter to come, we will cross this 90% to 91%, and next couple of years' time, it may go up to 92% plus also.
  • For quarter 1 FY27, our total income increased 19% to INR2,134 million.

Growth & demand

  • Coming to LEAP, we are India's largest on-demand asset pooling company with 90% market share.
  • Now, after capturing this 90% to 95% market share, we are also exploring, and as we have mentioned in our DRHP and RHP, we are pursuing our growth opportunities outside India.

Margins & costs

  • As we have demonstrated in the past that we take nearly 5% to 9% price increase every year, and this is based on the wood price index which is listed on German Stock Exchange, for next couple of years, we could easily beat the inflation with price increase.
  • EBITDA grew at 21% year-on-year to INR1,141 million, with EBITDA margin expanding by approximately 108 basis points to 53.5%.

Capex & expansion

  • Customers access the assets they need, where and when they need them without having to invest in ownership or manage tracking, maintenance, retrieval, or reposition.
  • I am very happy to actually announce that we have done customer acquisition at a great speed in the first quarter.

Balance sheet & cash

  • And just last question from my side is on working capital.
  • In working capital, we are currently into a comfortable kind of a situation.

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