VRL Logistics held its Q4 FY26 earnings call, reporting a 29% YoY profit increase to ₹237 crore and a 6% YoY revenue growth to ₹859 crore.
The company achieved a 21.4% EBITDA margin in Q4, with full-year margins expanding 190 bps to 20.8%, driven by freight rate rationalization and cost controls.
Management guided for 6-7% volume growth in FY27 and plans ₹300-350 crore capex focused on fleet expansion and land/building acquisitions in key locations.
Recent diesel price increases are being managed through selective freight rate hikes on certain routes, with confidence in maintaining 20%+ EBITDA margins.