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VRL Logistics Ltd.

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vrlgroup.inBSE: 539118NSE: VRLLOG
Market Cap₹ 5,047 Cr.
Current Price
High / Low₹ 310 / 225
Stock P/E18.9
Book Value₹ 70
Price to Book3.58
Dividend Yield1.73 %
ROCE26.5 %
ROE21.3 %
Face Value₹ 10

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ABOUT

KEY POINTS

Revenue Breakup Mar 2022 • Goods Transport: 89.3% • Bus Operation: 8.6% • Sale of Wind Power: 1.1%

AI Sector View

AI GENERATED

Services

Buy

Broad services remain in expansion. Services PMI was 54.1 (Aug/26), export of services grew 13.0% YoY (2026-06), and urban employment was still positive at 2.0% YoY (2026-07), although airport passenger traffic was -2.0% YoY (2026-06). FPI inflows of INR 7081 crore over 3 months to 2026-08-31 support the constructive sector view.

Confidence
72%
View full sector analysis →

PROS

  • Company has delivered good profit growth of 39.4% CAGR over last 5 years
  • Company has a healthy return on capital (ROCE) of 22.8%
  • Latest quarter profit grew 60.9% YoY, showing strong momentum
  • Strong cash generation - operating cash flow backs reported profits (CFO/PAT 3.21x)
  • Operating margins have improved to 20.2% from 15.8%
  • Company has been maintaining a healthy dividend payout of 36.9%

CONS

  • Growth is decelerating - 3Y profit CAGR (12.5%) trails the 5Y trend (39.4%)

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

ServicesLogisticsLogistics
Part ofNIFTY 50NIFTY 500NIFTY LARGEMIDCAP 250NIFTY 100NIFTY 200
S.No.Name
1.CONCOR499.8030.6538065.661.72268.900.612159.760.2813.6320.41
2.DELHIVERY438.60351.3632864.050.0031.91-64.962930.7327.762.974.75
3.SHADOWFAX253.25133.0514862.940.00654.006732.8613581.201806.3211.586.76
4.BLACKBUCK629.0567.8811459.230.0042.1725.14204.1742.1712.7524.35
5.TCI859.9514.476607.091.16106.60-0.561248.509.5820.5212.30
6.TVSSCS130.3588.815751.350.0022.48-96.843335.2228.6611.516.75
7.VRLLOG231.4518.884048.920.00805.301509.318788.401080.7026.4721.23
8.MAHLOG396.65102.333937.840.63278.303048.0920028.801132.8510.405.76
9.SINDHUTRAD24.0847.983712.960.0038.74-79.39129.21-21.8512.8045.34
10.GATEWAY53.3410.912665.106.0951.27-17.56549.30-0.2117.9921.31
11.TCIEXP513.5023.941974.111.3620.495.24313.409.2913.9210.03
12.ALLCARGO12.1560.661819.800.00140.00241.475460.0043.068.7013.00
Detailed Comparison with:

Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
6747097377687277998258097447978278538,788
5726186426636406666596225936466576757,773
Operating Profit1029294105871331661871521511701771,015
OPM %15.12%12.95%12.81%13.71%11.95%16.64%20.17%23.07%20.37%18.97%20.55%20.81%11.55%
962415263674660
Interest161921222322242626242223227
Depreciation495257586264656465656864624
Profit before Tax46281929184983100676984981,075
Tax %25.56%27.80%26.93%26.00%23.64%27.34%28.80%25.44%25.57%27.82%22.77%26.15%25.10%
Net Profit342014221336597450506572805
3.882.271.562.461.542.053.404.255.722.853.704.124.60

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
1,8031,9222,1102,1191,7632,1642,6492,8893,1613,2213,356
1,5871,6881,8651,8201,5151,7882,2462,4942,5862,5692,755
Operating Profit216235244299248376403394575652600
OPM %11.97%12.22%11.59%14.11%14.07%17.38%15.22%13.66%18.19%20.24%17.88%
91481013171522242423
Interest2512113737445679969791
Depreciation9598101168160145159216254261259
Profit before Tax10513914010464205203121250318358
Tax %33.07%33.59%34.57%13.61%29.29%23.72%17.96%26.40%26.82%25.50%25.37%
Net Profit709392904515616689183237267
EPS7.7210.2510.179.974.9918.1236.5810.1820.9113.54—
Dividend Payout %51.79%0.00%54.06%70.18%78.41%45.26%26.59%0.00%71.73%36.93%—

COMPOUNDED SALES GROWTH

10 Years:
6%
5 Years:
13%
3 Years:
7%

COMPOUNDED PROFIT GROWTH

10 Years:
9%
5 Years:
39%
3 Years:
13%

STOCK PRICE CAGR

10 Years:
7%
5 Years:
11%
3 Years:
-7%
1 Year:
6%

RETURN ON EQUITY

10 Years:
16%
5 Years:
19%
3 Years:
16%
Last Year:
21%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Corporate actions

2025

Jun 27

1:1

Bonus issue

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital919090908888888787175
450503556527509563887858997968
19983155385358458607819984923
Trade Payables4763142014153126
152179171220230251294434887931
Total Liabilities8978629781,2251,1991,3801,8922,2142,9863,023
6916227039889521,0971,4811,9002,2422,304
Capital Work in Progress2842463538241522
00000015000
18243029404653414344
08100000889386
Cash & Bank12191313191475195316
173108191190182188229142540552
Total Assets8978629781,2251,1991,3801,8922,2142,9863,023

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
218205244300286429404424555654
Cash from Investing-59-44-209-119-32-180-144-243-430-294
Cash from Financing-146-15411-138-234-201-171-174-90-398
-77-606-103735-38

Ratios

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026

Shareholding Pattern

Numbers in percentages

Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
60.2460.2460.2460.2460.2460.2460.2460.24
3.943.653.623.983.993.752.982.68
25.4725.5725.3324.5524.2823.4925.0524.92
Government0.000.000.000.000.000.000.000.00
Public10.3510.5510.8111.2211.4912.5211.7312.16

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-03
Analysts/Institutional Investor Meet/Con. Call Updates

2026-09-03 - VRL Logistics Limited has informed the Exchange about Schedule of meet

2026-09-02
Copy of Newspaper Publication

2026-09-02 - VRL Logistics Limited has informed the Exchange about Copy of Newspaper Publication Postal Ballot Notice

2026-09-01
Analysts/Institutional Investor Meet/Con. Call Updates

2026-09-01 - VRL Logistics Limited has informed the Exchange about Schedule of meet

2026-09-01
Shareholders meeting

2026-09-01 - VRL Logistics Limited has informed the Exchange regarding Notice of Postal Ballot

2026-08-20
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-20 - VRL Logistics Limited has informed the Exchange about Schedule of meet One-on-One virtual meeting w.r.t. discussion on Company s Business & Financial Results for the quarter ended 30th June 2026.

2026-08-10
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-10 - VRL Logistics Limited has informed the Exchange about Transcript

2026-08-05
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-05 - VRL Logistics Limited has informed the Exchange about Link of Recording

2026-08-04
Shareholders meeting

2026-08-04 - VRL Logistics Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on August 04, 2026. Further, the company has submitted the Exchange a copy of Srutinizers report along with voting results.

2026-08-04
Investor Presentation

2026-08-04 - VRL Logistics Limited has informed the Exchange about Investor Presentation

News

Recent coverage and analyst commentary for VRLLOG

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