| Revenue guidance | 8.0% → 11.0% Raised by 3.0 percentage points |
|---|---|
| Management target | Revenue 12.0% FY27 |
| Revenue growth | 20% YoY organic growth to ₹967 Cr. |
|---|---|
| Margins | EBITDA margin expanded to 23.3%; sustainable margins guided at 21-22%. |
| Demand visibility | Strong visibility backed by festive season demand and new branch additions. |
| Management confidence | Balanced and optimistic, highlighting strong cash generation and debt reduction. |
Growth
Revenue rose 20% YoY to ₹967 Cr; EBITDA margins expanded 367 bps to 23.3% due to better cost absorption.
Outlook
Management expects sustainable EBITDA margins of 21-22% and revenue growth of 10-12% for the full year.
Risks
High fuel costs remain a headwind; aggressive branch expansion in newer territories may pressure short-term operational efficiency.
Earnings Call Transcript filed with NSE, NSE: VRLLOG. Summary written with AI assistance from the document.
VRL Logistics Ltd: key numbers
- Share price
- ₹317.15
- Market cap
- ₹5,548 Cr
- Revenue (annual)
- ₹3,221 Cr
- Net profit (annual)
- ₹236.8 Cr
- P/E (TTM)
- 17.3×Sector 29.2×
- 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 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
VRL Logistics Other Announcement
VRL Logistics Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026. This is a routine regulatory compliance filing.