ALFA Finder| Revenue growth | 2% YoY for FY26. |
|---|---|
| Margins | EBITDA margins improved 198 bps YoY to 20.8% in FY26. |
| Demand visibility | Stabilizing bookings with 3% volume increase in Q4FY26. |
| Management confidence | High; citing 50 years of trust and asset-heavy advantage. |
Growth
FY26 Revenue grew 2% to ₹3245 Cr; EBITDA rose 13% to ₹674 Cr with margins improving to 20.8%.
Outlook
Expanding footprint by adding 110 branches in FY26; FY26 capex at ₹298 Cr. Focus on untapped geographic expansion.
Risks
Higher fuel costs, increased driver incentives, and transition from bulk refinery procurement to retail due to pricing shifts.
Earnings Call filed with BSE, NSE: VRLLOG. Summary written with AI assistance from the document.
VRL Logistics Ltd: key numbers
- Share price
- ₹335.20
- Market cap
- ₹5,864 Cr
- Revenue (annual)
- ₹3,221 Cr
- Net profit (annual)
- ₹236.8 Cr
- P/E (TTM)
- 18.3×Sector 32.3×
- 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.
More from VRL Logistics Ltd
All →VRL Logistics Earnings Call Transcript: 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.
- Call
- Guides 12% growth
VRL Logistics Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹962 Cr (+21% YoY), EBITDA ₹226 Cr (23.3% margin), PAT ₹103 Cr (+106%). ₹280 Cr buyback at ₹320/share.
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
VRL Logistics Capital Structure Change
VRL Logistics opens its tender offer buyback for 87.5 lakh shares at ₹320 each, totalling ₹280 Crore. The offer window runs October 27 to November 2, 2026.
- Value
- ₹280.0 Cr
VRL Logistics Board Meeting Date
VRL Logistics will hold a board meeting on November 2, 2026 to approve reviewed results for the quarter and half year ended September 30, 2026. This is a notice of a future meeting, so no results are reported yet.
VRL Logistics Capital Structure Change
VRL Logistics Ltd has issued a corrigendum to its buyback announcement, revising the record date to October 22, 2026. The buyback consideration remains ₹280 Crore.
- Value
- ₹280.0 Cr