VRL Logistics Limited — PPTs, 18-05-2026: Investor Presentation

VRL Logistics announced its financial results for the quarter and year ended March 31, 2026. Annual revenue grew 2% to ₹3,245 Cr, with PAT surging 29% YoY to ₹237 Cr and EBITDA rising 13% to ₹674 Cr. The Less-Than-Truckload (LTL) segment continues to drive 89.5% of sales. While full-year tonnage dipped 7%, Q4 volumes saw a strong 3% rebound, supported by a 10% annual increase in realization per ton from freight rationalization.

The company's strategy focuses on expanding its network, adding 110 branches in FY26, and targeting new geographies like the North and Northeast. It invested ₹298 Cr in CAPEX for FY26, including strategic property acquisitions, leading to a modest rise in net debt to ₹440 Cr.

Key metrics highlight an EBITDA margin of 20.8% and a PAT margin of 7.3%. ROCE improved to 25%, ROAE to 21%, with Net Debt-to-Equity at a conservative 0.4x. Management aims to strengthen LTL market leadership by scaling infrastructure, optimizing fleet planning, and proactively managing operational costs for sustained growth.