| 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
- ₹284.95
- Market cap
- ₹4,985 Cr
- Revenue (annual)
- ₹3,221 Cr
- Net profit (annual)
- ₹236.8 Cr
- P/E (TTM)
- 18.6×Sector 28.2×
- 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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