AVGBSEAVG Logistics LtdMediumNeutral
Announced Thu, 25 Sept · 20:15 IST

Revised Annual Report for the Financial year 2024-25

Exceptional ItemEbitda Margin CompressionResults View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

AVG Logistics submitted its revised annual report for FY2024-25, reporting consolidated revenue of ₹551.5 crore, a 14.9% year-on-year increase, crossing the ₹500 crore mark for the first time. EBITDA grew 14.1% to ₹95.57 crore with margin at 17.33%. Profit Before Tax rose 57.7% to ₹26.33 crore, excluding a one-time gain of ₹13.94 crore from investment sale in Q4 FY24. The company expanded into new verticals including liquid logistics, cement, and steel, acquired 99% stake in Kaizen Logistics, and scaled fleet to over 3,000 vehicles with warehousing footprint at ~8.56 lakh sq ft. Notably, the financial highlights table shows FY25 PAT at -₹1.76 crore (excluding other incomes) and Net D/E at 1.36x, which conflicts with the MD's stated D/E of 0.44x.

Likely market impact

Revenue growth at ~15% is healthy but below the 20% threshold, and the 'revised' nature of the report, combined with material one-time items and conflicting leverage figures between the highlights table (D/E 1.36x) and MD commentary (D/E 0.44x), may warrant investor scrutiny on earnings quality and balance sheet clarity.