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Earnings Call

VRL Logistics Earnings Call: Key Takeaways

VRL Logistics reported FY26 revenue of ₹3245 Cr (+2% YoY) and PAT of ₹237 Cr (+29% YoY). Focus remains on high-margin B2B LTL segment (89.5% of revenue).

Why this was an Alfa AlertNot a filter event. Results are steady but do not represent a material beat against prior guided ranges.
Highlights
Revenue growth2% YoY for FY26.
MarginsEBITDA margins improved 198 bps YoY to 20.8% in FY26.
Demand visibilityStabilizing bookings with 3% volume increase in Q4FY26.
Management confidenceHigh; 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.

Source

Earnings Call filed with BSE, NSE: VRLLOG. Summary written with AI assistance from the document.

Read the document ↗

VRL Logistics Ltd: key numbers

Share price
₹289.70
Market cap
₹5,068 Cr
Revenue (annual)
₹3,221 Cr
Net profit (annual)
₹236.8 Cr
P/E (TTM)
19.0×Sector 29.0×
Promoter holding
60.24%+0.00% QoQ
FII holding
2.68%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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