| 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
- ₹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