VRL Logistics Q2 FY27: PAT ₹81 & Rev ₹885 Cr

Investor Takeaways

18% YoY revenue growth to Rs. 885 crores in Q1 FY27

62% YoY PAT growth to Rs. 81 crores (9% margin)

Proposed Rs. 280 crore share buyback

9% freight realization growth and 90% volume increase drove performance

Overall Tone: Positive

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹885 Cr	18%
Net Profit	₹81 Cr	62%
EBITDA	₹193 Cr	22%
EBITDA Margin	21.8%
EPS	Not available
OPM	9%

What Changed

VRL Logistics delivered strong Q1 FY27 results with revenue rising 18% YoY to ₹885 crores, driven by 9% freight realization growth and 90% volume growth. This translated into a 62% YoY increase in net profit to ₹81 crores (9% margin). EBITDA grew 22% to ₹193 crores with a 21.8% margin. The company expanded its network by adding 16 branches, reaching 23 states and 5 union territories. Management proposed a Rs. 280 crore buyback, prioritizing shareholder returns over debt reduction. With low debt at 0.3x and CAPEX of Rs. 220-240 crores annually focused on network expansion, the company targets 8% full-year volume growth. Fuel cost pressures prompted 4% pricing increases, supporting margin resilience. Peer comparison shows VRLLOG trades at a discount to Adani Ports (P/E 30.83) and InterGlobe Aviation (P/E 27.38), with no direct peer metrics provided for ROE/ROCE.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
VRL Logistics	18.16	Not available	Not available	4,339.31
Adani Ports	30.83	7.75%	12.49%	4,13,583.7
InterGlobe Aviation	27.38	N/A	N/A	1,66,838.2

VRL Logistics trades at a lower P/E multiple compared to Adani Ports and InterGlobe Aviation, reflecting potential valuation differences in the logistics segment versus ports and aviation.

Risks & Concerns

Fuel cost pressures led to 4% pricing increases, which may impact demand elasticity

No specific risks identified in the filing beyond operational cost pressures

Quarterly Trend

[Not available in provided data]

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About VRL Logistics Limited (VRLLOG)

Services · Logistics · Listed on NSE

Market Cap: ₹5,303.21 Cr P/E: 19.9 ROE: 23.4% ROCE: 28.1% Div Yield: 1.65%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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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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