VRL Logistics Limited — PPTs, 13-11-2024: Investor Presentation

**Financial Highlights:** VRL Logistics reported a total income of ₹80,198 Lakhs for Q2 FY25, marking a 12% increase YoY and an 8% rise QoQ. EBITDA surged by 39% YoY and 33% QoQ, reflecting effective cost management and improved profit margins. Profit Before Tax (PBT) saw an exceptional increase of 82% YoY and 180% QoQ, while Profit After Tax (PAT) rose by 80% YoY and 167% QoQ.

**Strategic Initiatives and Growth Drivers:** The company has successfully implemented freight hikes across all sectors, leading to improved realizations and margins, without adversely affecting tonnage growth.

**Business Developments:** In H1 FY25, VRL added 54 new branches, enhancing its distribution network. The total number of owned vehicles increased from 5,994 to 6,158, improving overall capacity.

**Market Position and Competitive Advantage:** With a diverse customer base and a robust pan-India logistics network, VRL maintains strong market positioning within the B2B parcel segment and shows resilience against competitive pressures.

**Investor Implications:** VRL’s current performance suggests a positive outlook driven by strategic expansion and operational efficiencies, making it an entity to keep an eye on for potential growth opportunities.