VRL Logistics Limited — PPTs, 03-11-2025: Investor Presentation

VRL Logistics reported strong Q2 FY26 financial results with Profit After Tax (PAT) surging 39% to ₹50 Cr and EBITDA increasing 17% to ₹158 Cr, achieving a robust 19.7% margin. For the half-year, PAT more than doubled to ₹100 Cr.

While overall tonnage saw a decline due to strategic exits from low-margin segments, realisation per ton improved significantly by 12% in Q2 and 14% in H1, demonstrating pricing power. Volume also saw a 4% QoQ increase, indicating a recovery in customer demand. The company managed costs effectively, increasing in-house fuel sourcing to over 40% and reducing Net Debt to ₹304 Cr. Cash Flow from Operations improved substantially to ₹334 Cr in H1 FY26.

Key strategic focus areas include intensified marketing, geographical expansion into untapped regions like North and Northeast, and continuous optimization of operating expenses by maximizing owned fleet utilization. The company also invests in converting leased branches to owned ones, strengthening its asset base. Management remains focused on core GT business growth, network expansion, and strategic fleet planning to meet evolving demand.