AVG Logistics Limited — Investor Meet, 24-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

AVG Logistics reported Q3 FY26 revenue of INR 134.08 Cr, EBITDA of INR 27.20 Cr (20.29% margin), and PAT of INR 5.40 Cr (4.03% margin). For 9 months, revenue was INR 402.13 Cr. Management views FY26 as a consolidation year, investing INR 65 Cr in capex, with benefits expected next year. The company is focusing on high-margin cold chain and liquid logistics, planning ~200 new cold chain vehicles and 5-6 liquid logistics trains. Warehousing is at 100% utilization, targeting 15 lakh sq ft. Strategic shift towards green logistics and long-term contracts with major clients is expected to drive 15-20% annual growth. Management expressed confidence in future growth.