The call ran from 10:31 AM to 11:15 AM IST (45 min).
Key takeaways
VRL Logistics reported robust Q2 FY27 results with 20% revenue growth and doubled net profit, driven by successful freight rate rationalization and volume recovery.
| Revenue guidance | 8.0% → 11.0% Raised by 3.0 percentage points |
|---|---|
| Management target | Revenue 12.0% FY27 |
| Revenue growth | 20% YoY organic growth to ₹967 Cr. |
|---|---|
| Margins | EBITDA margin expanded to 23.3%; sustainable margins guided at 21-22%. |
| Demand visibility | Strong visibility backed by festive season demand and new branch additions. |
| Management confidence | Balanced and optimistic, highlighting strong cash generation and debt reduction. |
Growth
Revenue rose 20% YoY to ₹967 Cr; EBITDA margins expanded 367 bps to 23.3% due to better cost absorption.
Outlook
Management expects sustainable EBITDA margins of 21-22% and revenue growth of 10-12% for the full year.
Risks
High fuel costs remain a headwind; aggressive branch expansion in newer territories may pressure short-term operational efficiency.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
VRL Logistics Q2 FY27 Results: Net Profit ₹103 Cr, Up 106.4% YoY
VRL Logistics Ltd reported revenue from operations of ₹961.9 Cr (+20.7% YoY) and net profit of ₹103 Cr (+106.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹103 Cr · +106.4% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management raised volume growth guidance to 8% for FY27. Annual CAPEX planned at Rs. 200-240 crores with a Rs. 280 crore buyback.
Growth they described
Revenue grew 18% YoY to Rs. 885 crores; volumes increased 9% to 10.19 lakh metric tons. PAT rose 62% YoY.
Call details
| Company | VRL Logistics Ltd |
|---|---|
| NSE symbol | VRLLOG |
| ISIN | INE366I01010 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 10:30 AM IST |
| Length | 45 min |
| Audio | Our stream on YouTube ↗ |
VRL Logistics Ltd: key numbers
- Share price
- ₹331.20
- Market cap
- ₹5,794 Cr
- Revenue (annual)
- ₹3,221 Cr
- Net profit (annual)
- ₹236.8 Cr
- P/E (TTM)
- 18.1×Sector 29.2×
- Promoter holding
- 60.24%+0.00% QoQ
- FII holding
- 3.69%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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