VRLLOG VRL Logistics Q2 FY26 results (Jul–Sep 2025) and concall
VRL Logistics demonstrated resilience in Q2 FY26, achieving 17% YoY EBITDA growth and 39% YoY net profit growth despite a strategic 11% tonnage decline from exiting low-margin contracts. The company saw a 4% sequential volume recovery and improved realization per ton. Management is optimistic about continued volume growth in H2 FY26, driven by new customer additions and operational efficiencies, while maintaining strong EBITDA margins and investing in owned infrastructure.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
What they filed
Q2 FY26: revenue down 0.3%, net profit up 38.9% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|
| Revenue | 799 | 825 | 809 | 744 | 797 −0% |
| EBITDA | 133 | 166 | 187 | 152 | 151 +14% |
| Net profit | 36 | 59 | 74 | 50 | 50 +39% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
