Tiger Logistics (TIGERLOGS) | News Based Sentiment Analysis

• On October 6, 2025, Tiger Logistics reported its Q4 FY2025 results, revealing a decline in key financial metrics. Operating profit decreased by 27.39% to ₹6.95 crore, and profit after tax fell by 23.72% to ₹6.43 crore, signaling a challenging quarter for the company. This downturn highlights potential headwinds impacting profitability.
• Despite the recent quarterly decline, Tiger Logistics demonstrated significant year-over-year revenue growth. Revenue for the last twelve months reached ₹5.38 billion, a substantial increase of 79.58%, and annual revenue for FY2025 was ₹5.36 billion, up 123.22%. This indicates a strong underlying growth trajectory despite short-term fluctuations.
• As of October 1, 2025, the valuation grade for Tiger Logistics was upgraded from "fair" to "attractive," based on a PE ratio of 17.97 and a PEG ratio of 0.25. This suggests the company is currently undervalued and presents strong growth potential relative to its price, especially when compared to peers like Container Corporation (PE Ratio: 30.33) and Delhivery (PE Ratio: 163.45).
• Early October 2025 saw a positive shift in Tiger Logistics' share price. On October 5, 2025, the share price was ₹47.90, up 3.50% on the NSE and 2.61% on the BSE, with a total turnover of ₹0.85 crore. This positive momentum followed a 3.41% increase on October 3, 2025, indicating growing investor confidence.
• Looking ahead, Tiger Logistics is strategically focusing on scaling existing projects rather than launching new ones, anticipating a revenue increase of 15% to 18% for FY2026 (as of June 2025). The company is particularly optimistic about its performance in government projects and the renewable energy sector, with the CUBOX product expected to be a key driver of future revenue.
• While the stock experienced a year-to-date decline of 34.29% as of early October 2025, it has shown a robust long-term return of 102.37% over three years. This long-term performance, combined with the attractive valuation, suggests potential for recovery and future growth.

The Investment Story: Tiger Logistics is navigating a period of short-term financial challenges, as evidenced by recent quarterly results, but demonstrates strong long-term growth potential and an increasingly attractive valuation. The company's strategic focus on scaling existing projects and capitalizing on opportunities in renewable energy positions it for future revenue growth.

What It Means for Investors: The recent valuation upgrade and positive share price movement suggest a potential buying opportunity for investors willing to look past the short-term decline. However, the year-to-date stock decline and recent quarterly performance warrant caution and continued monitoring of the company's progress.

Looking Ahead: Investors should closely watch Tiger Logistics' performance in FY2026, particularly its ability to achieve the anticipated 15%-18% revenue growth. Monitoring the success of the CUBOX product and expansion in the India-US trade lane will also be crucial.

The Bottom Line: Tiger Logistics presents a mixed investment picture. While recent results are concerning, the company's long-term growth prospects, attractive valuation, and strategic focus on scalable projects offer potential for future returns, making it a stock to watch closely.