Last Mile Enterprises: Growth | Mobile Tech & Real Estate Play

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Last Mile Enterprises – Complete Quarterly Report

Last Mile Enterprises Ltd

Value Pick: Best Share to buy today

Financial Highlights

Revenue

₹7,156.34 lakhs

Q3 FY2024

Profit Before Tax

₹1,156.47 lakhs

Steady growth from Q2

Net Profit

₹865.71 lakhs

Strong performance

Key Market Metrics

Market Cap

₹1,112 Cr.

Current Price

₹406

52-Week: ₹980/₹340

Book Value

₹134 per share

Performance Indicators

ROCE

5.72%

ROE

3.88%

Debt

₹39 Cr.

Growth Drivers

Business Diversification

Operating in real estate, general trading, and mobile accessories with significant revenue contribution of ₹8,396.01 lakhs from mobile segment.

Strategic Acquisitions

Successful integration of Damson Technologies and Fair Lane Realty, enhancing technological capabilities and real estate presence.

Digital Transformation

Focused expansion in e-commerce and digital platforms for mobile accessories business.

Financial Projections

  • Nine-month revenue: ₹11,080.60 lakhs (vs ₹14.06 lakhs previous year)
  • Profit after tax: ₹1,237.95 lakhs
  • Basic EPS: ₹3.00

Risk Assessment

Sector-Specific Risks

Real estate demand fluctuations and mobile accessories market saturation.

Financial Risks

Increased leverage post-expansion and acquisition integration challenges.

Regulatory Risks

Ongoing compliance requirements with SEBI and real estate regulations.

Valuation Analysis

Based on current EPS of ₹3.00 and industry average P/E of ~20x:

P/E Based Value

₹60 per share

DCF Range

₹55-₹65

Investment Thesis

Last Mile Enterprises Ltd demonstrates strong growth potential through its diversified operations, revenue momentum, and strategic acquisitions. While acknowledging inherent risks, the company’s growth strategy and operational focus position it as a moderate-risk, high-reward investment opportunity for long-term investors.

Disclaimer:

This report is for informational purposes only and does not constitute investment advice. Investors are advised to consult their financial advisor before making investment decisions.

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