Jayesh Logistics Ltd. IPO: Subscription, GMP, Listing Details, and Market Outlook

Jayesh Logistics IPO

Jayesh Logistics Ltd., a fast-growing logistics and supply-chain services company, launched its SME IPO on the NSE EMERGE platform. The issue opened on October 27, 2025, and closed on October 29, 2025, marking another active week for the primary market.

The issue witnessed overwhelming investor interest, highlighting strong market sentiment for small and mid-cap logistics players following India’s expanding transportation and supply-chain infrastructure initiatives.


💰 IPO Details at a Glance

ParticularsDetails
IPO TypeSME IPO (NSE EMERGE)
Issue Size₹28.63 crore
Price Band₹116 – ₹122 per share
Face Value₹10 per share
Minimum Lot Size1,000 shares
Issue OpensOctober 27, 2025
Issue ClosesOctober 29, 2025
Allotment DateOctober 30, 2025
Refunds InitiatedOctober 31, 2025
Listing DateNovember 3, 2025
Lead ManagerExpert Global Consultants Pvt. Ltd.
RegistrarSkyline Financial Services Pvt. Ltd.

🔍 Business Model of Jayesh Logistics Ltd.

Jayesh Logistics Ltd. operates across multiple logistics verticals, including freight services by road and rail, customs clearance, loading/unloading, and warehousing solutions. The company has developed expertise in cross-border logistics, particularly in the India–Nepal corridor, enabling seamless trade and freight movement.

With an owned fleet of around 95 trucks, supported by third-party operators, the company ensures flexibility and scalability in its operations. It also leverages technology through its SMART-SYS logistics platform, improving transparency, tracking, and resource efficiency.


🧭 IPO Objectives

The company plans to utilize the net proceeds from the public issue for:

  • 🔹 Purchase of side-wall trailers to enhance freight capacity
  • 🔹 Funding working capital to support expanding operations
  • 🔹 Implementation of Phase II of SMART-SYS, a proprietary logistics management application
  • 🔹 General corporate purposes

These investments are expected to strengthen Jayesh Logistics’ infrastructure and digital ecosystem, crucial for its next phase of growth.


📊 Subscription Status

The IPO received stellar investor participation, with total subscription reaching approximately 65.59×.

  • Retail Investors: 51.79×
  • Non-Institutional Investors (NIIs): Over 70× in several reports
  • Overall Subscription: ~65×

This reflects robust confidence in the company’s business model and growth trajectory, mirroring investor appetite for niche SME logistics players.


💹 Grey Market Premium (GMP)

As of October 30, 2025, the Jayesh Logistics IPO GMP hovered around ₹9 over the issue price, indicating modest but positive listing expectations.
This implies an estimated listing price range of ₹130–₹135 per share, representing around 7–10% listing gain potential, depending on market sentiment.


💼 Company Strengths

  • Established logistics network with India–Nepal cross-border specialization
  • Strong fleet and third-party operator partnerships
  • Technology-driven operations through SMART-SYS logistics system
  • High investor confidence and oversubscription
  • Growing sector supported by India’s logistics policy and infrastructure push

⚠️ Key Risks and Concerns

  • ⚠️ SME IPOs tend to have lower liquidity and higher volatility post-listing
  • ⚠️ Dependence on fuel prices and transport regulation changes
  • ⚠️ Competition from large integrated logistics players
  • ⚠️ Cross-border logistics may face geopolitical and policy risks

🧾 Financial Snapshot (As per DRHP)

MetricFY2023FY2024
Revenue₹58.4 crore₹71.2 crore
PAT₹3.1 crore₹4.6 crore
EBITDA Margin9.8%11.2%
Net Worth₹20.5 crore₹24.9 crore

Consistent growth in revenue and profitability underlines Jayesh Logistics’ solid fundamentals, efficient asset utilization, and improving operational leverage.


📈 Market Sentiment & Outlook

The logistics sector remains a key growth driver in India’s economic expansion, supported by initiatives like PM Gati Shakti, Bharatmala, and Digital Freight Corridors.
With government focus on multimodal connectivity and digital logistics solutions, companies like Jayesh Logistics are well-positioned for medium-term growth.

However, retail investors must approach SME listings with a long-term perspective and disciplined allocation, as post-listing price action can be unpredictable despite strong initial demand.


🔮 Expected Listing & Trading Outlook

The IPO is slated to list on November 3, 2025, on the NSE EMERGE platform.
Given the robust oversubscription and positive GMP, analysts expect a premium listing, though short-term volatility is likely.

Expected Listing Price Range: ₹130–₹135
Potential Upside: 7–10% over issue price

Long-term prospects will depend on the company’s execution capabilities, asset expansion, and digital transition success under its SMART-SYS initiative.


🧠 Expert Take

“Jayesh Logistics Ltd. represents a focused player in the logistics and transport sector with digital ambitions. While it’s a promising SME with decent fundamentals and growth plans, investors should balance expectations — IPOs with high subscription often see volatility post-listing. Suitable for moderate-risk investors seeking listing gains or sector exposure.”


📢 Investor Tip

If you applied for the IPO, you can check your Jayesh Logistics IPO allotment status on the Registrar’s website – Skyline Financial Services Pvt. Ltd.
Allotment finalization was completed on October 30, 2025, and refunds initiated from October 31, 2025.


🏁 Final Verdict

Jayesh Logistics IPO reflects the renewed enthusiasm in India’s SME segment, backed by strong fundamentals, digital logistics focus, and an expanding transportation ecosystem.
Investors with medium to long-term horizons could consider holding post-listing for potential growth, though short-term players may book listing gains depending on debut performance.


Subscription:

Investor27 Oct 202528 Nov 202530 Nov 2025
 Anchor 111
 QIB5.025.0240.86
 Non-Institutional7.7716.06138.75
 BNII10.2820.48171.43
 SNII2.707.1472.80
Retail2.287.2751.79
Total4.298.2965.59

GMP Trend:

DateGMP
27 Oct 2025₹5.00(4.10%)
28 Nov 2025₹7.00(5.74%)
29 Nov 2025₹7.00(5.74%)
The grey market premium (GMP) is the price at which an IPO is traded in an unofficial/unregulated grey market prior to its listing. The GMP reflects how a particular company’s IPO issue might react on the day of listing. A positive GMP premiumsignals that the IPO is likely to be at profit while a negative GMP indicates that the IPO is likely to be at a discount.
It should be noted that IPO GMP is subject to extreme volatility, so an investment decision based solely on Patel Retail IPO GMP will prove risky. Therefore, before to investing, consider all factors and make the right investment decision whether to invest in Patel Retail IPO or not.

How to Check IPO Allotment Status:

KfinTech

To check IPO allotment status, follow the steps below:

  1. Click on the below allotment status check button.
  2. Select Company Name.
  3. Enter your PAN Number, Application Number or DP Client ID (Anyone).
  4. Click on Search.

NSE Website

To check IPO allotment status, follow the steps below:

  1. Click on the below allotment status check button.
  2. Select Company Name.
  3. Enter your PAN Number, Application Number or DP Client ID (Anyone).
  4. Click on Search.

BSE Webiste

To check IPO allotment status, follow the steps below:

  1. Click on the below allotment status check button.
  2. Select Company Name.
  3. Enter your PAN Number, Application Number or DP Client ID (Anyone).
  4. Click on Search.

📌 Stock Market Disclaimer

  • Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice or a recommendation to buy/sell any stock or share. Investing in the stock market involves risk. Past performance is not indicative of future results. Always conduct your own research or consult a licensed financial advisor before making investment decisions.
  • The information provided on this platform is for educational and informational purposes only. It should not be considered as investment advice, stock recommendations, or financial guidance.
  • ⚠️ Stock Market Investments
  • Investing in equities, derivatives, mutual funds, and other financial instruments involves market risks, volatility, and the possibility of capital loss.
  • Past performance of stocks or indices is not indicative of future returns.
  • Always conduct your own research or consult a SEBI-registered financial advisor before making investment decisions.
  • ⚠️ IPO (Initial Public Offerings)
  • IPO details, issue size, subscription data, and allotment status shared here are based on publicly available information from company filings, stock exchanges, and merchant bankers.
  • Investing in IPOs carries risks including listing volatility, business uncertainties, and sector performance dependency.
  • Neither acceptance of applications nor allotment guarantees profits. Investors should evaluate their risk appetite before subscribing.
  • ⚠️ GMP (Grey Market Premium)
  • Grey Market Premium (GMP) is an unofficial and unregulated indicator of expected IPO listing price.
  • GMP data is collected from market observers and informal trading circles; it does not have any legal or SEBI recognition.
  • GMP values are highly speculative and may differ significantly from actual listing prices. Investors should not rely solely on GMP while taking investment decisions.
  • ✅ General Advisory
  • We do not provide any buy/sell/hold recommendations.
  • Readers and investors are solely responsible for their investment actions and decisions.
  • This platform, its authors, and affiliates are not liable for any direct or indirect financial loss arising from the use of this information.
  • 🔒 Always invest responsibly and diversify your portfolio.

Open Demat Account

by Mirae Asset (m,Stock)