VRL Logistics Limited has informed the Exchange about Investor Presentation
VRLLOG · price
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Awaiting price reaction for this filing.
VRL Logistics submitted its Q2 & H1 FY26 earnings presentation, reporting a mixed performance: total income was nearly flat YoY at ₹804 cr in Q2 (₹1,555 cr in H1), as tonnage fell ~11-12% due to a strategic exit from low-margin business. Realisation per ton, however, rose 12% YoY, driving EBITDA up 17% to ₹158 cr in Q2 (+33% to ₹316 cr in H1) and PAT up 39% to ₹50 cr (+103% to ₹100 cr in H1). EBITDA margin improved 280 bps to 19.7% in Q2 and 490 bps to 20.3% in H1, supported by in-house fuel supply rising to 40.6% and lower diesel procurement costs. Operating cash flow jumped to ₹334 cr (vs ₹217 cr in H1FY25), net debt fell to ₹304 cr (from ₹396 cr in Mar-25), and 80% of the 5,782-vehicle fleet is debt-free.
Strong margin expansion and cash generation signal improving profitability quality despite softer volumes, which should be positive for the stock. The 1:1 bonus issue recently announced, conservative net debt-to-equity (below 0.4x), and continued focus on cost control and own-fleet utilisation reinforce the case for sustained shareholder returns.