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VRL Logistics Limited Q3 FY26 earnings call summary

NSE: VRLLOG · BSE: 539118

Earnings call of 6 Feb 2026, summarised by AI from the filing.

VRL Logistics guides FY27 revenue growth of 11% to around ₹3,600 cr and EBITDA margin around 20.5%, after Q3 FY26 PAT rose 9% to ₹65 cr.

Key takeaways

  1. FY27 guidance Management guided 11% revenue growth to around ₹3,600 cr and EBITDA margin around 20.5%, with EBITDA of ₹730-740 cr.
  2. Growth driver New customer additions contributed 10% of tonnage in Q3 FY26, with agent expansion and branch openings supporting further growth.
  3. Key risk Near-term macro uncertainties persist, and employee cost and driver incentives rose as a percentage of total income.

Original filing on BSE

VRL Logistics Limited Q1 FY27 results

As filed: Revenue ₹879 cr (+18% year on year), EBITDA ₹187 cr (+23% year on year), PAT ₹80.5 cr (+61% year on year), EBITDA margin 21.2% (+80 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹853 cr (+5% year on year), EBITDA ₹177 cr (−5% year on year), PAT ₹72.1 cr (−3% year on year), EBITDA margin 20.8% (−230 bps). Score 35 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 230 bps year on year. Share price after the results: −2.2% in 30 days (Nifty 500: +2.6%).
  • Q3 FY26: Revenue ₹827 cr (0% year on year), EBITDA ₹170 cr (+2% year on year), PAT ₹64.8 cr (+10% year on year), EBITDA margin 20.6% (+43 bps). Score 30 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 43 bps year on year. Share price after the results: −3.2% in 29 days (Nifty 500: −4.5%).
  • Q2 FY26: Revenue ₹797 cr (0% year on year), EBITDA ₹151 cr (+14% year on year), PAT ₹50.0 cr (+39% year on year), EBITDA margin 19.0% (+243 bps). Score 33 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 243 bps year on year. Profit rose ₹14.0 cr on a year ago, against ₹16.0 cr the year before. Share price after the results: −2.7% in 30 days (Nifty 500: 0.0%).
  • Q1 FY26: Revenue ₹744 cr (+2% year on year), EBITDA ₹152 cr (+73% year on year), PAT ₹50.0 cr (+285% year on year), EBITDA margin 20.4% (+833 bps). Score 57 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 833 bps year on year. Revenue fell 8% from last quarter.
  • Q4 FY25: Revenue ₹809 cr (+5% year on year), EBITDA ₹187 cr (+78% year on year), PAT ₹74.0 cr (+236% year on year), EBITDA margin 23.1% (+944 bps). Score 64 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 944 bps year on year. Revenue rose ₹41.0 cr on a year ago, against ₹70.0 cr the year before. Share price after the results: −0.5% in 30 days (Nifty 500: +1.4%).
  • Q3 FY25: Revenue ₹825 cr (+12% year on year), EBITDA ₹166 cr (+75% year on year), PAT ₹59.0 cr (+300% year on year), EBITDA margin 20.1% (+723 bps). Score 84 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 723 bps year on year.
  • Q2 FY25: Revenue ₹799 cr (+13% year on year), EBITDA ₹132 cr (+42% year on year), PAT ₹36.0 cr (+80% year on year), EBITDA margin 16.5% (+340 bps). Score 80 of 100, Above trend. EBITDA margin rose 340 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

VRL Logistics Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.