John Keells Plc

JKL.N0000Moderately undervalued

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.

Rs 73.00
+1.67%
Price history
-16.00%

Monthly seasonality

Monthly total returns by year and calendar month
YearJanFebMarAprMayJunJulAugSepOctNovDec
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
% up57%29%21%71%64%20%47%27%47%57%14%71%
P/E
39.7
P/B
1.12
EPS
Rs 1.84
Div Yield
3.88%
Market Cap
Rs 4.4B
Beta
-0.14
ROE
2.8%
Op Margin
12.4% (-8.2pp)

Fundamentals

LineFY2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019
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
Peer comparison2 peers in Services & Logistics
JKL.N0000 · this company
Rs 73.00
P/E
39.7
P/B
1.12
ROE
2.81%
Yield
3.88%
Rs 13.70
P/E
12.9
P/B
2.02
ROE
16.17%
Yield
3.43%
Rs 10.50
P/E
14.2
P/B
3.09
ROE
21.42%
Yield
10.48%
Sector median · 7 companies
P/E 14.9P/B 3.03Yield 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

neutral

John 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 forecast
Last 30 days
Not enough news to read

No scored news in the last 30 days.

24 months positive negative 3-month net
Feb 25: 1 articles, net +1.00May 25: 2 articles, net -0.50Jul 25: 1 articles, net +1.00Aug 25: 2 articles, net +0.50Oct 25: 1 articles, net -1.00Nov 25: 2 articles, net +1.00Dec 25: 2 articles, net -0.33Jan 26: 2 articles, net +0.67May 26: 2 articles, net +0.50Aug 26: 1 articles, net +1.00Sep 24Jan 25May 25Sep 25Jan 26May 26
Recent news
View all news →
Ada Derana·Sep 17, 2026·Promotional / marketing
BYD Launches RACCO in Japan, Marking Its Entry into the Small Vehicle Segment

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.

Daily FT·Sep 11, 2026·Award or certificationPositive
Woodland Grand sets record at Colombo Tea Auction

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.

Tea & Plantation Crops
Ada Derana·Sep 1, 2026·Promotional / marketingPositive
Samsung Galaxy Z Fold8 Series Now Available in Sri Lanka with Offers Extended

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.

Ada Derana·Aug 6, 2026·Promotional / marketingPositive
Samsung Sri Lanka Opens Pre-orders for the New Galaxy Z Fold8 Series with Exclusive Launch Offers

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.

Ada Derana·Jun 26, 2026·Award or certification
Sri Lanka Retailers’ Association Unveils Strategic Roadmap for the Future at 9th AGM

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.

Daily FT·Jun 12, 2026·Award or certificationPositive
Five insights from Nepal’s first billionaire

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.

TourismConstruction Activity
CSE filing·May 25, 2026Positive
Final Dividend for Financial Year 2025/26

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, 2026

Transport 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.

Auto-generated from 18 sector news articles over 14 days. Not investment advice.