Shree Vasu Logistics Ltd (SVLL)
🎯 Key Takeaways
- Shree Vasu Logistics Ltd is in a controlled expansion phase, leveraging strong profitability metrics (ROE 20.9%, ROCE 26.
- Revenue grew 3.7% QoQ to ₹65 in Q1FY27.
- ⚠️ High leverage (D/E 1.95) poses financial risk amid modest and volatile profitability.
- ROE
- 18.0%
- ROCE
- 11.1%
- Debt/Equity
- 5.10
- Promoter
- 73.7%
📖 The Story
Shree Vasu Logistics Ltd is in a controlled expansion phase, leveraging strong profitability metrics (ROE 20.9%, ROCE 26.6%) and promoter-backed governance to scale operations within the logistics sector. The company demonstrates consistent financial discipline with modest revenue growth and improving operational efficiency, supported by strategic leadership appointments and shareholder-endorsed governance changes.
📰 What's Happening
In Q1 FY26, the company reported revenue of ₹6,474.89 lakhs and approved a loan to an associate, signaling active expansion in logistics operations. Shareholders approved all eight resolutions at the AGM, including material related party transactions with promoters Atul and Preeti Garg, revision of director remuneration, and appointment of Anil Kumar Jhingan as independent director. The board also approved listing on BSE's main board alongside NSE, pending regulatory compliance. A corrigendum corrected director remuneration details in a prior postal ballot, clarifying annual compensation of ₹36 lakhs for Nitish Agrawal over three years.
Source: Stock Announcements
📊 Quarterly Results (₹ Cr)
| Metric | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Revenue | 56 | 56 | 62 | 65 |
| Operating Profit | 5 | 3 | 8 | 7 |
| OPM % | 9.1% | 5.3% | 12.8% | 11.1% |
| Net Profit | 1 | -1 | 4 | 3 |
| EPS | ₹0.90 | ₹-0.98 | ₹3.48 | ₹2.83 |
Revenue has shown sequential growth from ₹56 lakhs in Q3FY25 to ₹62 lakhs in Q4FY25 and ₹65 lakhs in Q1FY26, while profitability remains volatile — turning from a loss of ₹1 lakh in Q3FY25 to a profit of ₹3 lakhs in Q1FY26. Operating margins improved to 11.1% in Q1FY26 from 5.3% in Q3FY25, reflecting incremental operational efficiency. However, net profit declined from ₹4 lakhs in Q4FY25 to ₹3 lakhs in Q1FY26, and EPS followed a similar downward trend, indicating margin compression despite revenue growth.
🔮 Management Outlook & What's Next
Management has not provided explicit forward guidance on revenue or profitability targets in the reviewed filings. However, strategic moves such as the BSE main board listing approval and auditor re-appointments suggest continuity in governance and operational expansion. The company continues to focus on segment reporting and compliance with new labour codes, indicating structured operational management.
Extracted from official company announcements. Not StockFin.ai's opinion.
🏦 Balance Sheet (₹ Cr)
| Item | Mar 2026 | Mar 2026 |
|---|---|---|
| Equity Capital | 11 | 11 |
| Reserves | 28 | 25 |
| Borrowings | 203 | 107 |
| Total Liabilities | 261 | 260 |
| Fixed Assets | 167 | 156 |
| Investments | 0 | 0 |
| Total Assets | 261 | 260 |
The balance sheet shows a significant increase in borrowings from ₹107 crores to ₹203 crores year-on-year, while equity and reserves remain stable at ₹11 crores. This indicates rising financial leverage, likely to fund expansion initiatives such as the associate loan and potential infrastructure development. The debt-to-equity ratio of 1.95 suggests high leverage, which may constrain future flexibility if not managed prudently.
💰 Cash Flow Statement (₹ Cr)
| Item | Mar 2025 |
|---|---|
| Operating | +18 |
| Investing | -14 |
| Financing | -4 |
| Net Cash Flow | -0 |
👥 Shareholding Pattern
| Category | Q2FY26 | Q3FY26 | Q4FY26 | Q1FY27 |
|---|---|---|---|---|
| Promoters | 73.6% | 73.6% | 73.7% | 73.7% |
| FII | 0.0% | 0.0% | 0.0% | 0.0% |
| DII | 0.0% | 0.0% | 0.0% | 0.0% |
| Public | 19.2% | 19.1% | 19.0% | 18.8% |
| # Shareholders | 1,275 | 1,192 | 1,174 | 1,336 |
Promoter holding remains stable at approximately 73.65% over the last four quarters, with no FII or DII holdings reported. Public shareholding has slightly declined from 19.2% to 18.78%, accompanied by a growing number of shareholder accounts (1,336 in Q1FY27). The lack of institutional interest and stable promoter dominance suggest limited market confidence beyond the core group, with retail investors forming an increasingly important but passive base.
⚖️ Peer Comparison — Logistics
🔗 Peer Stock Analyses
⚠️ Risk Factors
1. High leverage (D/E 1.95) poses financial risk amid modest and volatile profitability. 2. Revenue growth is incremental and not yet scalable, with profitability remaining fragile. 3. Related party transactions with promoters Atul and Preeti Garg raise governance concerns despite shareholder approval. 4. Absence of institutional investor interest may limit liquidity and market validation of growth prospects.
📋 Recent Filings
- 🟡 Board Meeting2026-08-08The Board of Shree Vasu Logistics Limited approved unaudited Q1 FY2026 results on August 8, 2026, showing revenue of **₹6,474.89 lakhs**, profit befor…
- 🟡 voting results2026-07-21Shareholders approved all eight resolutions via remote e-voting on July 19, 2026, including material related party transactions with promoters Atul Ga…
- 🟡 Board Meeting2026-07-16The board approved listing the company's equity shares on BSE's main board alongside its existing NSE listing, with no change to share capital or fres…
- share transfer2026-07-13Shree Vasu Logistics Limited received a confirmation certificate from its share transfer agent, Bigshare Services Pvt. Ltd., under SEBI Regulation 74(…
- 🟡 voting results2026-06-30Shree Vasu Logistics issued a corrigendum on June 30, 2026 to correct a typographical error in Item No. 7 of its May 21 postal ballot notice, revising…
- Financial Results2026-06-27Shree Vasu Logistics Limited announced that its trading window will close on July 1, 2026, affecting directors and designated persons, and will reopen…
- 🟡 voting results2026-06-19Shree Vasu Logistics Limited announced a shareholder meeting via remote e-voting from June 20 to July 19, 2026, to ratify four key resolutions. These …
- 🔴 Announcement2026-06-15No summary available
- 🔴 Financial Results2026-05-29Shree Vasu Logistics Limited announced the appointment of M/s G C K & Associates as internal auditors for FY2026-27 effective May 29, 2026, while conf…
- 🟡 Board Meeting2026-05-29The Board of Shree Vasu Logistics Limited approved the Annual Audited Financial Results for the quarter and year ended March 31, 2026, including stand…
🧠 Analyst's Read
Shree Vasu Logistics is executing a capital-intensive expansion with promoter-driven governance, supported by improving operational metrics but constrained by rising debt and limited profitability scalability. Investors should monitor the BSE listing progress, future loan deployments, and trends in margin recovery to assess the sustainability of growth.
Based on filing content and financial data. Not a recommendation.
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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-09-30.
Editorial & Data Transparency Notice
This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.
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