| Revenue growth | FY26 revenue at ₹3,445cr; Q4 revenue grew 6% YoY. |
|---|---|
| Margins | FY26 EBITDA margin up 190bps to 20.8% through yield focus. |
| Demand visibility | Improving demand trends; daily tonnage exceeded 11,500 tons in Q4. |
| Management confidence | Balanced and optimistic, focusing on yield improvement over pure volume. |
Growth
FY26 revenue hit ₹3,445cr with EBITDA margins expanding 190bps to 20.8%. Q4 saw tonnage return to 3% growth after a weak first half.
Outlook
Guided for 6-7% volume growth in FY27. Planned FY27 capex of ₹300-350cr for fleet expansion and land/hub development.
Risks
Rising fuel prices and the loss of bulk purchase discounts pose significant margin pressure. Shortage of skilled drivers remains a structural industry-wide hurdle.
Earnings Call filed with BSE, NSE: VRLLOG. Summary written with AI assistance from 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.
More from VRL Logistics Ltd
All →VRL Logistics Earnings Call Transcript: Key Takeaways
VRL Logistics reported its highest-ever quarterly profit of Rs. 81 crores in Q1 FY27, driven by strong 18% revenue growth and effective pass-through of fuel price hikes.
- Call
- Guides 8% growth
VRL Logistics Investor Presentation: Key Takeaways
VRL Logistics reported its highest-ever Q1 PAT for Q1FY27, driven by strategic geographic expansion and operational efficiency. The company approved a ₹280 Cr share buyback at ₹320 per share.
VRL Logistics Q1 FY27 Results: Net Profit ₹80.5 Cr, Up 61.0% YoY
VRL Logistics Ltd reported revenue from operations of ₹878.8 Cr (+18.1% YoY) and net profit of ₹80.5 Cr (+61.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹80.5 Cr · +61.0% YoY
VRL Logistics Earnings Call: Key Takeaways
VRL Logistics reported Q4 FY26 revenue of ₹859cr (up 6% YoY) and EBITDA margin of 21.4%. Full year FY26 income reached ₹3,245cr with PAT of ₹237cr (up 29% YoY).
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).
VRL Logistics Q4 FY26 Results: Net Profit ₹72.1 Cr, Down 3.0% YoY
VRL Logistics Ltd reported revenue from operations of ₹852.9 Cr (+5.4% YoY) and net profit of ₹72.1 Cr (-3.0% YoY) for Q4 FY26.
- Key figure
- Net profit ₹72.1 Cr · -3.0% YoY