AVG Logistics Limited has informed the Exchange about Investor Presentation
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AVG Logistics filed its investor presentation for August 31, 2025, highlighting its position as a multi-modal logistics player with 700+ owned vehicles, 3,000+ partner vehicles, and a 70+ branch network covering 18,000+ pin codes. FY25 results show revenue of ₹551.52 Cr, EBITDA of ₹95.57 Cr, and PAT of ₹21.33 Cr, with Q1 FY26 revenue at ₹14,771 lakhs, up 1.7% YoY, and EBITDA of ₹2,428 lakhs, up 2.8% YoY. Key new business wins include a Maruti Suzuki parts distribution contract via rail (PCET), a PepsiCo 3PL warehousing contract in Kosi Kalan, and ₹105 Cr Indian Railways contract on the Chennai-Guwahati route. The company completed acquisition of 99% stake in Kaizen Logistics, launched India's first 55 MT EV fleet in partnership with Tata, and ordered 180 ISO tankers for liquid logistics. Revenue has grown at 11.5% CAGR from FY20 to FY25, with 55%+ of planned capex directed toward cold chain expansion.
The presentation showcases steady but modest top-line growth, strong contract momentum across marquee clients, and clear pivot toward sustainable and rail-based logistics, which could support margin expansion over time. Existing shareholders may view the new client additions and EV/LNG fleet launches as positive long-term signals, though near-term revenue growth remains in low single digits.