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
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VRL Logistics reported robust Q2 FY27 results with 20% revenue growth and doubled net profit, driven by successful freight rate rationalization and volume recovery.
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 Ltd reported revenue from operations of ₹961.9 Cr (+20.7% YoY) and net profit of ₹103 Cr (+106.4% YoY) for Q2 FY27.
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.
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 Ltd has issued a corrigendum to its buyback announcement, revising the record date to October 22, 2026. The buyback consideration remains ₹280 Crore.
VRL Logistics Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026. This is a routine regulatory compliance filing.
Mr. Ashok Shettar has resigned as a Non-Executive Director of VRL Logistics Limited, effective October 7, 2026, citing professional commitments.
VRL Logistics shareholders approved a special resolution for buyback of equity shares via postal ballot. The resolution passed unanimously with 100% of votes cast in favour.
VRL Logistics shareholders approved a buyback of up to 87,50,000 equity shares at Rs. 320 per share. Aggregate consideration not to exceed Rs. 280 Crore returns capital.
VRL Logistics Limited has frozen the promoter group's ISIN, a regulatory step required prior to extinguishing equity shares accepted in the ongoing share buyback process.
VRL Logistics has issued a postal ballot notice seeking shareholder approval for a buyback of equity shares. Voting ends on October 3, 2026.
VRL Logistics is seeking shareholder approval via postal ballot for the buyback of 87.5 lakh equity shares at ₹320 per share, totaling ₹280 Crore.
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.
VRL Logistics Ltd conducted its 43rd Annual General Meeting on 4th August 2026. The meeting transacted agenda items and declared voting results.
VRL Logistics board approved a share buyback for Rs. 280 Crore. The buyback will be executed via the tender offer route.
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 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.
VRL Logistics Ltd has scheduled a board meeting on August 4, 2026, to consider quarterly financial results and a proposal for a share buyback.
VRL Logistics Limited has submitted its Business Responsibility & Sustainability Report (BRSR) for FY 2025-26. The report details the company's environmental, social, and governance disclosures.
VRL Logistics scheduled its 43rd AGM for August 4, 2026. Key agenda items include adopting financial statements and re-appointing Dr. Vijay Sankeshwar as Managing Director.
VRL Logistics released its Annual Report for F.Y. 2025-26. The 43rd Annual General Meeting is scheduled for August 4, 2026, at the company's Hubballi registered office.
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 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 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 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.
VRL Logistics Ltd reported a net profit of ₹236.83 Crore for the financial year ended March 2026. The Board approved these audited results in today's meeting.
VRL Logistics Ltd has scheduled a board meeting on May 18, 2026, to consider and approve audited financial results for the quarter and year ended March 31, 2026. The meeting outcome will be disseminated following its conclusion.