VRL Logistics Ltd (NSE:VRLLOG)

Q2 2026 VRL Logistics Ltd Earnings Call Transcript

Nov 3, 2025 / 05:00 AM GMT

Release Date Price: ₹270.55 (-3.82%)

Transcript

Key Points

Positve

VRL Logistics Ltd (BOM:539118) reported a stable total income of INR 84 crore, maintaining a year-on-year consistency despite market challenges.
The company achieved a 44% sequential recovery in volume, indicating a positive demand trend and the return of previously lost customers.
EBITDA for the quarter increased by 17% year-on-year, supported by cost optimization and improved realizations.
Fuel costs, a major expenditure, were reduced from 28.6% to 25.6% of total income, thanks to bulk procurement strategies.
The company maintained a strong balance sheet with improved cash flow from operations, rising to INR 334 crore from INR 217 crore.

Negative

Tonnage declined by approximately 11% year-on-year due to the strategic exit from low-margin contracts.
Employee costs increased to 18.3% of total income from 16.9% the previous year, primarily due to salary revisions.
The number of owned vehicles decreased from 6,158 to 5,782, reflecting the rationalization of older, less efficient vehicles.
The company experienced a temporary demand moderation due to GST-related policy changes, impacting volumes.
Despite efforts, there was a 12% loss in tonnage from existing customers who left due to rate rationalization.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VRLL.NS - VRL Logistics Ltd
Q2 2026 VRL Logistics Ltd Earnings Call
Nov 04, 2025 / 05:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good morning and welcome to the VRL Logistics Q2 and F5 26 earning conference call hosted by ISIS Securities Limited. This conference call may contain forward-looking statements about the company which are based on beliefs, opinions, and expectation of the company as a date of this call. These statements are not guarantee of future performance and involve risk and uncertainties that are difficult to predict. As a reminder, all participant line will be the less only mood, and there will be an. For you to ask a question after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your custom phone. Please note that this conference is being

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