What the business is, and whether it's a good one at a fair price.
Operates a surface goods transport business in India using an owned fleet of about 6,000 vehicles running across 24 states and 4 union territories, served through a network of 1,293 branches. The vast majority of revenue comes from goods transport by road, which contributed 87.2% of segment revenue in the period disclosed, moving consignments for a customer base of over 10 lakh; textiles are the largest commodity vertical at 17-18% of tonnage and door-to-door deliveries account for 38-40% of volume. Bus operations and sale of power, which together made up about 12% of segment revenue, have been classified as discontinued and hived off to a promoter-owned entity. The cost base is dominated by other operating expenses (61.6% of revenue), primarily fuel, lorry hire and vehicle running costs, followed by employee costs at 18.2% and depreciation at 8.1%, with no material input costs. The business is asset-heavy: capex was 9.3% of revenue in FY26 (₹298 cr split between vehicles and land/buildings) and management has guided ₹300-350 cr for FY27, including 500 new vehicles and roughly 100 net new branches. EBITDA margin is held in the 20-21% band through selective route hikes, a fuel surcharge mechanism and exit from low-margin contracts.
Measured from the filed financials, judged against its Logistics Solution Provider peers · as of FY26 — not investment advice
How has the market priced it — with filings on the timeline?
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
How does it stack up on valuation, returns and growth?
Loading peers…
Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.
Loading financials…
Who owns it — and is the promoter stake clean?
Loading shareholding…
Sign up to see the full company file
Governance, sustainability, compliance, earnings calls, presentations, events, reactions and the full filings feed — free with an account.
Answered from VRL LOGISTICS LIMITED's filed financials and exchange disclosures
VRL LOGISTICS LIMITED is a Transport Services company listed on NSE and BSE, trading under the symbol VRLLOG.
Yes. Over the trailing twelve months VRL LOGISTICS LIMITED reported a net profit of ₹267 Cr on revenue of ₹3,356 Cr.
Yes. The dividend yield is 3.47% at the current price. It paid out 74% of its profit as dividend in FY26.
No. Debt stands at 0.40× equity, and it carries net debt of ₹440 Cr. That is lower than 37% of its 42 Logistics Solution Provider peers.
On trailing P/E, VRL LOGISTICS LIMITED ranks 33 of 54 in Logistics Solution Provider — cheaper than 40% of them, against an industry median of 15.7×. This is a position, not a valuation judgement.
On a typical session VRL LOGISTICS LIMITED moves 1.03% — that is the median absolute close-to-close move across its last 269 trading days. Announcement days are routinely larger.
Every NSE and BSE filing by VRL LOGISTICS LIMITED appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.
Figures are as last reported and may lag the latest filing. Not investment advice.
