BYD launched RACCO, its first kei car developed for the Japanese market, marking the company's entry into Japan's largest small-vehicle segment (kei cars ~40% of new sales). John Keells CG Auto's CEO said they are exploring whether RACCO or an adapted version could be brought to Sri Lanka.
Services & Logistics · Miscellaneous Commercial Services
John Keells PLC is a Colombo Stock Exchange-listed company with core activities in produce broking and complementary financial and logistics services in Sri Lanka.
JKL shares are down 16.0% over the past year and last closed at Rs 73.00 on Sep 30, 2026.
Monthly seasonality
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.1 | -1.1 | +1.2 | -0.6 | -2.8 | -2.6 | -1.4 | +0.3 | -7.3 | +0.0 | +0.0 | +0.0 |
| 2025 | +3.0 | -6.6 | -6.3 | +3.7 | +11.0 | +2.0 | -1.8 | -1.1 | +3.8 | -2.7 | -1.2 | +1.1 |
| 2024 | +0.9 | -1.2 | +1.1 | -0.3 | +8.5 | -1.4 | -2.9 | -2.2 | -2.0 | +8.9 | +1.6 | +15.5 |
| 2023 | -0.2 | +7.4 | -4.7 | -2.3 | +0.0 | +2.3 | +9.6 | -1.2 | -2.9 | -5.6 | -3.0 | +0.3 |
| 2022 | +6.3 | -2.1 | -1.4 | -9.1 | +7.0 | -12.2 | +7.8 | +0.9 | +16.0 | -14.2 | -0.3 | +0.2 |
| 2021 | +33.3 | -9.8 | -9.2 | +4.2 | +7.1 | -8.0 | -2.6 | -5.5 | +3.9 | +5.3 | +4.3 | -5.2 |
| 2020 | +2.4 | -6.4 | -8.5 | +0.0 | +0.0 | -1.7 | -4.7 | +2.2 | +19.6 | -1.8 | -0.6 | +14.5 |
| 2019 | -5.3 | +0.6 | -4.0 | +6.3 | +1.8 | -1.7 | +7.8 | -7.1 | -2.3 | +4.0 | -3.7 | -2.0 |
| 2018 | +7.4 | +3.6 | -8.2 | +4.2 | -1.2 | +2.3 | -6.9 | -5.6 | -2.0 | +6.0 | -5.5 | +4.8 |
| 2017 | -3.3 | -3.4 | -8.8 | +25.0 | +4.7 | -2.8 | -8.6 | -2.4 | -9.0 | +4.9 | -0.7 | -2.0 |
| 2016 | -5.5 | -3.6 | -9.2 | +11.4 | -3.8 | -10.8 | -2.8 | -1.5 | +0.8 | -3.9 | -8.1 | +5.3 |
| 2015 | -0.4 | +2.4 | -2.3 | +2.2 | +2.7 | -8.6 | +7.5 | -1.9 | -3.3 | +2.2 | -7.8 | +2.0 |
| 2014 | +3.9 | -6.6 | +1.3 | +5.7 | +4.5 | -9.7 | +14.6 | +12.3 | +0.2 | +2.3 | -7.7 | +6.2 |
| 2013 | +2.3 | -4.2 | -3.0 | +8.3 | +37.8 | -8.4 | +3.8 | -10.8 | -3.4 | +6.5 | -9.9 | -1.1 |
| 2012 | +0.0 | +0.0 | +0.0 | +1.7 | -5.3 | -6.8 | +1.0 | +0.0 | +17.5 | -10.4 | -3.5 | +5.7 |
| Average | +3.2 | -2.2 | -4.4 | +4.3 | +5.1 | -4.5 | +1.4 | -1.6 | +2.0 | +0.1 | -3.3 | +3.2 |
| ASPI average | +3.1 | -2.7 | -4.7 | +2.0 | +0.2 | +0.8 | +3.1 | +2.2 | +3.2 | -0.1 | +1.0 | +3.0 |
| Median | +1.6 | -2.8 | -4.4 | +3.9 | +3.6 | -2.8 | -1.4 | -1.5 | -2.0 | +2.2 | -3.3 | +1.6 |
| % up | 57% | 29% | 21% | 71% | 64% | 20% | 47% | 27% | 47% | 57% | 14% | 71% |
Fundamentals
| Line | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | Rs 1.2B +22.2% | Rs 1.0B +7.2% | Rs 942.0M -8.1% | Rs 1.0B +8.3% | Rs 946.2M +14.2% | Rs 828.2M +27.9% | Rs 647.5M -22.3% | Rs 833.1M +4.2% |
| Operating profit | Rs 206.0M +44.7% | Rs 142.4M -2.2% | Rs 145.5M -60.7% | Rs 370.2M +21.3% | Rs 305.2M -7.7% | Rs 330.5M | Rs -124.3M | Rs 269.5M -14.5% |
| Net profit | Rs 160.4M -7.6% | Rs 173.5M +20.5% | Rs 144.0M -53.5% | Rs 309.5M +16.3% | Rs 266.1M -6.4% | Rs 284.4M turned profitable | Rs -194.4M fell into loss | Rs 202.5M -14.9% |
| EPS | 2.09 -25.4% | 2.80 +12.9% | 2.48 -50.7% | 5.03 +33.1% | 3.78 -9.6% | 4.18 | -3.09 | 3.32 -14.0% |
Compared with the same period a year earlier.
Per-share figures are as reported, not adjusted for splits.
Recent dividends
- 2027 · first interimRs 0.33
- 2026 · finalRs 1.60
- 2026 · third interimRs 0.45
- 2026 · second interimRs 0.45
- 2026 · first interimRs 0.45
- 2025 · finalRs 1.60
- 2025 · first interimRs 1.00
- 2024 · first interimRs 2.90
| # | Company | Price | Mkt cap | P/E | P/B | EPS | ROE | Div Yield |
|---|---|---|---|---|---|---|---|---|
| 1 | JKL.N0000 · this company | 73.00 | Rs 4.4B | 39.7 | 1.12 | 1.84 | 2.81% | 3.88% |
| 2 | ASIY.N0000 | 13.70 | Rs 3.6B | 12.9 | 2.02 | 1.06 | 16.17% | 3.43% |
| 3 | CTBL.N0000 | 10.50 | Rs 1.9B | 14.2 | 3.09 | 0.74 | 21.42% | 10.48% |
| Sector median · 7 companies | - | - | 14.9 | 3.03 | - | - | 3.43% |
About John Keells Plc
John Keells PLC is a Colombo Stock Exchange-listed company with core activities in produce broking and complementary financial and logistics services in Sri Lanka. The company provides auctioneering and brokering services for tea and rubber, operates warehousing facilities that support produce storage and logistics, and offers stockbroking and portfolio advisory through John Keells Stock Brokers. The Group’s principal business areas comprise Tea Brokering (the Company’s primary contributor, engaging with producers, buyers and private clients and providing seller financing), Rubber Brokering (broking and trading of rubber with volumes influenced by direct shipments and market conditions), Warehousing (tea-specific storage operations with commercial rate management and collaboration with John Keells Logistics) and Stock Broking (retail and institutional brokerage supported by research, digitalisation and portfolio advisory). JKPLC operates primarily in Sri Lanka, engages with producers, exporters, buyers, regulators and financial institutions, and forms part of the John Keells Group; the company has been advancing sustainability and digital initiatives such as renewable energy at warehousing sites and AI- and analytics-driven tools for grading and auction intelligence.
AI analysis
neutralJohn Keells' latest quarter weakened sharply, with operating profit down 42.6% year-on-year. A lightly geared balance sheet offsets the earnings setback, but the valuation remains demanding.
Read the full report (Aug 19, 2026) →News sentiment
Describes news flow, not a forecastNo scored news in the last 30 days.
Woodland Tea Factory said its 'Woodland Grand' BOPA fetched a record Rs.3,000/kg at the Colombo Tea Auction on 8 Sept; the lot was bought by Shan Tea Ltd and marketed/sold by John Keells PLC.
Samsung Sri Lanka has made the Galaxy Z Fold8 Ultra 5G and Galaxy Z Fold8 5G available islandwide and extended pre-order offers, including discounts up to Rs. 87,000, two-year screen-replacement cover and 1TB mobile data via Dialog/Mobitel; devices sold through authorised dealers (e.g. John Keells Office Automation, Softlogic, Singer) with EMI plans up to 24 months.
John Keells CG Auto and BYD's Galle showroom reached 1,000 services and 1,000 deliveries, marking a milestone for the brand's aftersales and delivery operations in Galle.
Samsung Sri Lanka held its Retailer Summit 2026, recognising top retail partners nationwide and presenting National Dealer Excellence Awards; the two-day event drew over 460 attendees and included partners John Keells Office Automation and Softlogic Mobile Distribution.
Dividend · Rs 0.33 · XD Aug 19, 2026
First Interim dividend of LKR 0.33/share; XD 2026-08-19; record 2026-08-20; payable 2026-09-09; FY 2026-2027
Samsung Sri Lanka opened pre-orders for the Galaxy Z Fold8 series with exclusive launch benefits including a Rs.87,000 special price saving, two-year screen replacement, 1TB mobile data for four months via Dialog/Mobitel and six months of Google AI Pro. Pre-orders run until 20 Aug 2026 through JKOA, Softlogic, Singer, Singhagiri and authorised dealers.
The Sri Lanka Retailers’ Association held its 9th AGM on 23 June 2026 and elected Infiyaz M. Ali (Director, Healthguard Pharmacy Ltd) as President, with Mahesh Wijewardena (Group CEO, Singer (Sri Lanka) PLC) as Senior Vice President and Kumar De Silva (CEO, SPAR SL) as Vice President. The AGM adopted the 2025/26 annual report and previewed the Sri Lanka Retail Forum 2026.
CG Corp Global chairman Binod Chaudhary highlighted the group's Sri Lanka footprint, noting it holds a majority stake in Union Bank of Colombo and operates multiple hospitality properties including the Taj Samudra. He also cited a BYD agency partnership with John Keells and a cement feasibility study.
Dividend · Rs 1.60 · XD Jun 4, 2026
Final dividend of LKR 1.6/share; XD 2026-06-04; record 2026-06-04; payable 2026-06-23; FY 2025/26
Services & Logistics sector: what is happening
Last 14 days to Sep 30, 2026Transport and logistics drove services-export growth in August, with transport and logistics receipts up 51.41% year-on-year, while the services PMI showed faster expansion led partly by transportation. Diesel costs remain a key operating-margin risk as the government sought to hold prices steady despite higher global oil. Port and logistics upgrades and trade facilitation were discussed under the export development plan.
The stories behind it
- Sri Lanka services exports rise 13.97-pct in Aug 2026, despite financial services, construction dipSep 25, 2026
- Sri Lanka is trying to keep diesel prices steady at next revision: Energy MinisterSep 28, 2026
- Strengthening ports and logistics to drive Sri Lanka's export growth under NEDP 2026-2030Sep 22, 2026
Auto-generated from 18 sector news articles over 14 days. Not investment advice.