| Revenue growth | 18% YoY growth in Q1FY27. |
|---|---|
| Margins | EBITDA margin improved to 21.8% from 21.1% YoY. |
| Demand visibility | Strong value proposition; adding 16 branches in Q1. |
| Management confidence | High; celebrating 50 years with highest Q1 profit. |
Growth
Revenue grew 18% YoY to ₹885 Cr, while PAT surged 61% YoY to ₹81 Cr.
Outlook
Focused on LTL expansion in North/Northeast India; ₹76 Cr Q1 capex and debt reduction to ₹391 Cr.
Risks
Seasonal demand moderation and fuel price volatility remain key risks to margins.
Last quarter's promises, checked
Delivered
- Guided 21% EBITDA margin → delivered 21.8% (= BEAT)
- Guided ~100 net new branches for FY27 → delivered 16 in Q1 (= BEAT)
- Guided 6-7% tonnage growth → delivered 9% (= BEAT)
Partly delivered
- Guided 6-7% revenue growth → delivered 18% (= BEAT)
Missed
- Guided ~₹300 Cr FY27 capex → delivered ₹76 Cr in Q1 (on track, no miss)
Investor Presentation 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.
More from VRL Logistics Ltd
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VRL Logistics Annual General Meeting
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.
- Value
- ₹280.0 Cr
VRL Logistics Earnings Call Transcript: Key Takeaways
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- Call
- Guides 8% growth
VRL Logistics Annual General Meeting
VRL Logistics Ltd conducted its 43rd Annual General Meeting on 4th August 2026. The meeting transacted agenda items and declared voting results.
VRL Logistics Capital Structure Change
VRL Logistics board approved a share buyback for Rs. 280 Crore. The buyback will be executed via the tender offer route.
- Value
- ₹280.0 Cr
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
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