VRL Logistics

Quick check

The five things to look at first. Open one for more.

• DebtAdequate safetyRated A+ by ICRA.
• ResultsGrowingIn the Jun 2026 quarter, sales rose 18% and profit rose 62% from a year earlier.
• DilutionNo new sharesNo new shares issued in the last year, so existing shareholders' slices were not cut.
• PromotersSteadyThe promoters (founders or parent) own 60% of the company, about the same as in Jun 2025.
• ValuationCheap vs its pastThe share trades at 17 times its yearly earnings (P/E), cheaper than 99% of the time in the last 5 years. Its usual P/E is about 33.

VRL Logistics against the typical company in its industry. The rank is out of the companies that report each figure; green means the better quarter of the pack, red the worse quarter.

• Valuation (P/E)17 against a typical 16.3: pricier than most peers (1st = cheapest).44th of 82
• Sales growth+18.1% against a typical +15.2% from a year earlier.32nd of 65
• Profit growth+62% against a typical +4.8% from a year earlier.14th of 51
• Share price, 3 months+2.8% against a typical −6.1%.26th of 75
• Size₹ 4,562.8 Cr. market value against a typical ₹ 127.3 Cr. (1st = largest).7th of 82

Exchange filings and their impact on the company.

• 24 Oct 2026BuybackMedium impactPositivePrice +3% on 26 Oct
  Rs 280 cr buyback at Rs 320 cuts share count 5% and is EPS-accretive despite lower net-worth.

  VRL Logistics has filed the Letter of Offer for buyback of 87.5 lakh shares of Rs 10 each at Rs 320 per share, totalling Rs 280 crore. The offer price is about 14% above the current market price of around Rs 281. The buyback will cut outstanding shares by about 5%, return surplus cash to shareholders and modestly lift EPS, while reducing reserves and increasing leverage.

  Full analysisFiling
• 8 Oct 2026ResignationLow impactNeutralPrice +0% on 9 Oct
  VRL Logistics independent director Ashok Shettar resigned effective October 7, 2026, with no operational impact.

  VRL Logistics informed the exchange that Mr. Ashok Shettar (DIN: 07038714) has resigned as Non-Executive Independent Director effective October 7, 2026. No reason or replacement was disclosed in the available filing text. The departure is a routine governance change with no expected impact on the company's logistics operations or financials over the next 12 months.

  Full analysisFiling
• 8 Oct 2026Public Announcement - Buyback of SharesLow impactPositivePrice +0% on 9 Oct
  VRL Logistics announced a share buyback, modestly accretive to EPS.

  VRL Logistics has made a public announcement for a buyback of its shares. The announcement document text was not extractable, so the buyback size, price and record date could not be confirmed from the filing. Based on its Rs 1143 crore net worth and Rs 5014 crore market cap, a typical board-approved buyback would be modestly EPS-accretive and reduce cash reserves.

  Full analysisFiling

Results dates and other board meetings. Full calendar

Compounded yearly rates over each period.

Listed companies in the same business.

Vijay B. Sankeshwar

Executive Chairman of the Board, Managing Director

Sunil Nalavadi

Chief Financial Officer

Aniruddha Phadnavis

General Manager - Finance, Company Secretary, Compliance Officer

Anand Vijay Sankeshwar

Managing Director, Executive Director

L. Ramanand Bhat

Executive Director