| Revenue growth | 6% YoY in Q4; 3% sequential improvement. |
|---|---|
| Margins | EBITDA margin 21.4% in Q4; FY26 margin 20.8%. |
| Demand visibility | Improving; daily tonnage crossed 11,500+ tons in Q4. |
| Management confidence | High; citing 50 years industry experience and network expansion. |
Growth
Q4 tonnage grew 3% YoY. Annual PAT grew 29% to ₹237cr. Full year income reached ₹3,245cr.
Outlook
FY27 tonnage growth guidance of 6-7%. Capex of ₹300-350cr planned for fleet and hubs.
Risks
Rising fuel costs, withdrawal of bulk fuel discounts, and industrial shortage of skilled drivers.
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 completed 50 years with a FY26 net profit of ₹237cr, a 29% YoY increase. Performance was driven by strategic price hikes and a shift toward higher-margin LTL business despite fuel cost headwinds.
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