In terms of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, we herewith attach transcript of the Earning Call held on 19th May 2026.
VRLLOG · price
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VRL Logistics reported Q4 FY26 total income of INR859 crores (up 6% YoY) with EBITDA margin of 21.4%. For full year FY26, total income stood at INR3,245 crores with EBITDA margin of 20.8%, expanding by 190 basis points YoY. Profit grew 29% to INR237 crores. The company achieved 3% YoY volume growth in Q4 after earlier deficits, with daily tonnage crossing 11,500 tons. Management guided for 6-7% volume growth in FY27 and expects to maintain EBITDA margins in the 20-21% range. Planned capex is INR300-350 crores for FY27, with 100+ new branches planned. Margins faced pressure from increased lorry hire charges, salary hikes, and reduced bulk fuel procurement (now 36% vs 41% earlier) due to higher refinery rates.
VRL Logistics shows improving fundamentals with profit up 29% and margin expansion, but faces near-term margin pressure from rising fuel costs and input expenses. The company has demonstrated ability to pass on cost increases through selective route hikes and fuel surcharges.