ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 6% YoY growth; ₹132.48 Cr vs ₹125.02 Cr. |
|---|---|
| Margins | Improving; PAT margin up 89 bps to 4.87%. |
| Demand visibility | Strong visibility from FMCG, steel, and cement sectors; structural transformation. |
| Management confidence | Highly optimistic, emphasizing tech-led scalability and specialized logistics segments. |
Growth
Revenue grew 5.97% YoY to ₹132.48 Cr; PAT rose 29.98% to ₹6.46 Cr via better utilization.
Outlook
Management guides 15-20% revenue growth for FY27, backed by new Haldiram contract and EV/LNG expansion.
Risks
High dependence on seasonality (Q4 heavy) and rising depreciation from aggressive ₹60 Cr capex plans.
Last quarter's promises, checked
Delivered
- Guided double-digit revenue growth → delivered 19.4% YoY in Q4 (= BEAT)
- Guided 15-20% industry-aligned growth → delivered 19.4% in Q4 (= BEAT)
- Targeted asset sweating for revenue → delivered 45.2% EBITDA growth (= BEAT)
Partly delivered
- Guided 100+ vehicle additions → added 100+ vehicles including CNG/EV (= BEAT)
Missed
- Guided FY26 revenue of ₹578 Cr → delivered ₹582.48 Cr (= BEAT)
- Targeted ₹60 Cr+ capex for FY26 → delivered ₹60 Cr+ (= BEAT)
Earnings Call Transcript filed with NSE, NSE: AVG. Summary written with AI assistance from the document.
AVG Logistics Ltd: key numbers
- Share price
- ₹167.21
- Market cap
- ₹312.8 Cr
- Revenue (annual)
- ₹578.6 Cr
- Net profit (annual)
- ₹26.17 Cr
- P/E (TTM)
- 11.3×Sector 32.3×
- Promoter holding
- 41.23%+0.00% QoQ
- FII holding
- 5.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- From
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- Execution
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