VRL Logistics logo

VRL Logistics

VRLLOG NSE

Key Fundamentals

MicrocapLogistics Solution ProviderLogistics & Cargo
Market Cap
₹5,091 Cr
Volatility
Moderate
P/E Ratio
18.88
EBITDA
₹674 Cr
Return on Equity
20.73%
Debt to Equity
1.01
Book Value
₹65.31
EPS
₹7.8
52W High
₹310.2
52W Low
₹225

Tapetide Score

Data-driven rating, 0–100. How it works →

Key Insights

Strengths

1
  • Company has been maintaining a healthy dividend payout of 36.2%

Weaknesses

2
  • Stock is trading at 4.41 times its book value
  • Promoter holding has decreased over last 3 years: -4.00%

Growth Rate

Revenue Growth
1.87% lower than 3Y
Net Income Growth
29.47% higher than 3Y
Cash Flow Change
17.95% lower than 3Y
ROE
22.88% higher than 3Y
ROCE
19.85% lower than 3Y
EBITDA Margin (Avg.)
10.54% lower than 3Y

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 44d ago
AI opinion · based on fundamentals
Risk medium

VRL Logistics Ltd is a mid-cap logistics company with a market cap of ₹4,628 Cr, trading at a PE of 19.2x with a dividend yield of 1.93%. The company shows divergent signals — strong TTM profit growth of 40% but sluggish revenue growth of just 2% TTM, while the stock has declined 17% over the past year.

Bull Case 7
  • TTM compounded profit growth of 40% indicates significant margin expansion and operational efficiency improvements
  • 5-year compounded profit CAGR of 40% demonstrates sustained long-term earnings growth capability
  • Consistent ROE of 22% in the last year, matching the 5-year average of 22%, reflects efficient capital allocation
  • Healthy dividend payout ratio of 36.2% with a current yield of 1.93% provides income support to shareholders
  • PE ratio of 19.2x is reasonable for a logistics company delivering 22% ROE, suggesting earnings are not excessively priced relative to profitability
  • 10-year ROE average of 18% shows the business has structural return advantages through economic cycles
  • 5-year compounded sales CAGR of 13% demonstrates the company has been able to grow revenue meaningfully over a medium-term horizon
Bear Case 7
  • TTM revenue growth has decelerated sharply to just 2%, down from 13% 5-year CAGR and 7% 3-year CAGR, signaling potential demand slowdown
  • Stock price has declined 17% over the past 1 year and shows a negative 3-year CAGR of -11%, reflecting sustained market skepticism
  • Promoter holding has decreased by 4% over the last 3 years, which may signal reduced insider confidence
  • Stock trades at 3.97x book value, which is elevated for a capital-intensive logistics business and leaves limited margin of safety
  • 3-year compounded profit CAGR is negative at -9%, indicating that recent TTM profit recovery follows a period of earnings deterioration
  • 10-year stock CAGR of only 4% suggests the market has not rewarded long-term shareholders proportionate to underlying business growth
  • 10-year compounded sales CAGR of just 6% indicates the core business has grown only modestly over a full economic cycle

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 42d ago
Positives 2
  • FY26 profit jumps 29% Jul 12

    Net profit rose to ₹23,683 lakh in FY26 from ₹18,292 lakh in FY25, a ~29% YoY increase. Revenue from operations reached ₹3,22,111 lakh.

  • Equity buyback proposed Jul 27

    Board met on Aug 4 to consider buyback of equity shares, signaling confidence in cash flows and commitment to capital return. No price or quantum details disclosed yet.

Neutral 3
  • Q1FY27 earnings call Aug 5 Jul 28

    VRL Logistics will discuss Q1FY27 results (quarter ended Jun 30, 2026) on Aug 5 at 10:00 AM IST, hosted by Avendus Spark.

  • AGM scheduled Aug 4 Jul 12

    43rd AGM set for Aug 4, 2026 to adopt FY26 financials and re-appoint Dr. Vijay Sankeshwar as CMD.

  • FY26 sustainability report filed Jul 12

    Business Responsibility and Sustainability Report for FY 2025-26 filed, covering environmental impact and workforce metrics.

TL;DR: VRL Logistics delivered a strong FY26 with ~29% profit growth and healthy revenue expansion, reinforcing operational momentum in the logistics sector. The proposed equity buyback adds a shareholder-friendly signal. No material headwinds surfaced in recent news flow. Near-term catalyst is the Q1FY27 earnings disclosure on Aug 5, which will indicate whether growth trends are sustaining into the new fiscal year.

Quarterly Results

Particulars Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
674
709
737
768
727
799
825
809
744
797
827
853
879
Expenses
572
617
642
663
640
666
659
622
593
646
657
675
692
Operating Profit
102
92
94
105
87
133
166
187
152
151
170
177
187
OPM %
15%
13%
13%
14%
12%
17%
20%
23%
20%
19%
21%
21%
21%
Other Income
9
6
2
4
15
2
6
3
6
7
4
6
6
Interest
16
19
21
22
23
22
24
26
26
24
22
23
23
Depreciation
49
52
57
58
62
64
65
64
65
65
68
64
62
PBT
46
27
19
29
18
49
83
100
67
69
84
98
108
Tax %
26%
28%
27%
26%
24%
27%
29%
25%
26%
28%
23%
26%
25%
Net Profit
34
20
14
22
13
36
59
74
50
50
65
72
81
EPS in Rs
1.94
1.13
0.78
1.23
0.77
2.05
3.4
4.25
2.86
2.85
3.7
4.12
4.6
Figures in ₹ Crores

Profit & Loss

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
1,673
1,723
1,803
1,922
2,110
2,119
1,763
2,164
2,649
2,889
3,161
3,221
3,356
Expenses
1,396
1,451
1,584
1,688
1,865
1,815
1,515
1,788
2,245
2,494
2,586
2,563
2,670
Operating Profit
277
272
220
235
245
303
248
376
404
394
575
658
685
OPM %
17%
16%
12%
12%
12%
14%
14%
17%
15%
14%
18%
20%
20%
Other Income
8
8
9
14
8
6
13
21
171
21
24
17
23
Interest
60
32
25
12
11
37
37
44
56
79
96
97
91
Depreciation
88
90
98
98
101
168
160
144
159
216
254
261
259
PBT
138
158
105
139
140
104
64
209
360
121
250
318
358
Tax %
34%
34%
33%
34%
35%
14%
29%
23%
10%
26%
27%
26%
—
Net Profit
91
104
70
93
92
90
45
160
323
89
183
237
267
EPS in Rs
5.33
5.71
3.86
5.12
5.09
4.99
2.55
9.06
18.29
5.08
10.46
13.54
15.27
Div. Payout %
38%
44%
52%
0%
54%
70%
78%
44%
14%
0%
72%
37%
—
Figures in ₹ Crores

Balance Sheet

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
86
91
91
90
90
90
88
88
88
87
87
175
Reserves
271
423
450
503
556
527
509
563
888
858
997
968
Borrowings
443
262
185
81
141
454
422
537
720
1,036
1,228
1,154
Other Liabilities
154
166
171
188
191
154
180
192
196
232
273
309
Total Liabilities
953
942
897
862
978
1,225
1,199
1,380
1,892
2,214
2,586
2,605
Fixed Assets
707
712
694
625
705
990
954
1,098
1,482
1,901
2,243
2,305
CWIP
9
16
2
8
42
4
6
35
38
24
15
22
Investments
0
3
0
0
0
0
0
0
15
0
0
0
Other Assets
237
211
201
230
231
230
238
247
356
290
328
278
Total Assets
953
942
897
862
978
1,225
1,199
1,380
1,892
2,214
2,586
2,605
Figures in ₹ Crores

Cash Flow

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
235
264
198
205
192
257
272
371
318
424
555
654
Investing
-49
-107
-59
-44
-209
-119
-32
-180
-144
-243
-430
-294
Financing
-185
-155
-146
-154
11
-138
-234
-201
-171
-174
-90
-398
Net Cash Flow
2
2
-7
7
-6
0
6
-10
3
7
35
-38
Free Cash Flow
186
154
136
160
-19
137
239
190
-90
148
125
359
CFO/OP
95
110
99
109
100
99
115
114
100
114
105
107
Figures in ₹ Crores

Ratios

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
20
15
15
15
14
15
13
11
11
11
11
10
Cash Conversion Cycle
20
15
15
15
14
15
13
11
11
11
11
10
Working Capital Days
-37
-15
-10
-1
6
-15
-21
-18
-16
-25
-23
-26
ROCE %
24%
24%
17%
22%
21%
16%
10%
22%
18%
11%
16%
18%

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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Shareholding Pattern

Others1.67%Promot.60.24%FIIs2.68%Public10.49%DIIs24.92%As ofJun 2026

Documents

Frequently Asked Questions about VRL Logistics

What does VRL Logistics Ltd do?
VRL Logistics Ltd is engaged in logistics services dealing mainly in domestic transportation of goods. Other businesses include bus operations, transport of passengers by air, sale of power and sale of certified emission reductions (CER) units generated from operation of wind mills. The operation...
Where is VRL Logistics Ltd (VRLLOG) listed?
VRL Logistics Ltd trades as VRLLOG on the NSE and under code 539118 on the BSE.
Which sector does VRL Logistics Ltd belong to?
VRL Logistics Ltd is classified under the Services sector, in the Transport Services industry.
What is the market capitalisation of VRL Logistics Ltd?
VRL Logistics Ltd has a market capitalisation of ₹5,091 Cr, which places it in the Mid Cap band.
What is the PE ratio of VRL Logistics Ltd?
VRL Logistics Ltd trades at a PE ratio of 18.88, on earnings per share of ₹7.8, against a book value of ₹65.31 per share.
What is the 52-week high and low of VRL Logistics Ltd?
Over the last 52 weeks VRL Logistics Ltd has traded between ₹225 and ₹310.2.
Does VRL Logistics Ltd pay dividends?
VRL Logistics Ltd has a dividend yield of 1.73%.
What is the Return on Equity (ROE) of VRL Logistics Ltd?
VRL Logistics Ltd reported a return on equity of 20.73%. Its debt-to-equity ratio is 1.01.

Company Information

VRL Logistics Ltd is engaged in logistics services dealing mainly in domestic transportation of goods. Other businesses include bus operations, transport of passengers by air, sale of power and sale of certified emission reductions (CER) units generated from operation of wind mills. The operations of the Company are spread all over the country through various branches and transshipment hubs.(Source : 202003-01 Annual Report Page No:132)

Website vrlgroup.in/vrl_group_home.aspx
CEO Dr. Vijay Basavanneppa Sankeshwar B.Com.
Employees 22,236
Listed 2015-04-30
Face Value ₹ 10
Issued Size 17,49,36,990

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