AVG Logistics Q4 FY26 earnings call: 15-20% FY27 growth guidance, 2030 vision of INR1250 cr

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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AI summary

Q4 FY26 revenue grew 19.4% YoY to INR176.61 cr; EBITDA up 45% at INR34.72 cr with margin expanding 349 bps to 19.66%. PAT rose 105% to INR10.71 cr. FY26 revenue stood at INR582.48 cr, EBITDA INR112.45 cr, PAT INR26.17 cr. Management targets 15-20% revenue growth in FY27 and a 2030 turnover vision of INR1250 cr. Won Haldiram contract for 100 dedicated vehicles. Formed Carbonlite Logistics JV with Baidyanath for LNG green logistics. Capex was INR60 cr in FY26, with INR50 cr guided for FY27.

Likely market impact

Strong Q4 with margin expansion; FY27 growth guidance of 15-20% and 2030 vision of INR1250 cr signal confidence. Haldiram win and Baidyanath JV add revenue visibility.