VRL Logistics Stock Analysis (March 2026) | Price Data & Price Target

VRL Logistics

NSEI:VRLLOG

Rp 233,90

Rp-12,10 (-4,92%)

233,90 Rp

Rp-12,10 (-4,92%)

End-of-day quote: 03/31/2026

VRL Logistics Stock Value

The current analyst rating for NSEI:VRLLOG is Buy.

Buy

VRL Logistics Company Info

EPS Growth 5Y

15,95%

Market Cap

Rp43,04 B

Long-Term Debt

Rp3,68 B

Annual earnings

05/20/2026 (E)

Dividend

Rp10,01

Dividend Yield

4,28%

Founded

1976

Industry

Industrials

Country

India

Website

VRL Logistics

ISIN Number

INE366I01010

Website

http://www.vrlgroup.in/vrl_group_home.aspx

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Rp350,00

49.64%

Last Update: 03/31/2026

Analysts: 7

Highest Price Target Rp370,00

Average Price Target Rp350,00

Lowest Price Target Rp315,00

In the last five quarters, VRL Logistics’s Price Target has risen from Rp307,23 to Rp337,86 - a 9,97% increase. Seven analysts predict that VRL Logistics’s share price will increase in the coming year, reaching Rp350,00. This would represent an increase of 49,64%.

Top growth stocks in the industrials sector (5Y.)

What does VRL Logistics do?

VRL Logistics Limited operates as a logistics and transportation company. The company offers integrated and innovative solutions tailored to meet the evolving demands of its clientele. The company has developed an in-house technology framework that enables real-time monitoring and management of logistics, ensuring a responsive and adaptive approach to market changes. Business Segments The company operates through multiple business segments which play a vital role in its overall strategy and pr...

Business Segments

The company operates through multiple business segments which play a vital role in its overall strategy and provide diverse revenue streams. The primary business segments include:

Freight Transportation

This segment offers expansive freight transportation services, covering a wide range of goods across the country. The company boasts a large fleet consisting of trucks and trailers optimized for various cargo types. With strategic hubs and branches in place, the segment ensures timely delivery and seamless management of logistics. The company continually invests in modern vehicles that adhere to environmental standards, aiming to reduce CO2 emissions significantly.

Passenger Transport

This segment highlights the company’s commitment to connecting people through an extensive network of luxury buses. With an emphasis on comfort, safety, and affordability, the company’s passenger services are positioned to cater to various demographics, ensuring accessibility for all travelers. The company has taken measures to enhance customer experiences by providing advanced booking options and maintaining high standards of hygiene and safety during journeys.

Logistics Services

This segment encompasses third-party logistics that offer end-to-end supply chain solutions tailored for different industries. The logistics services focus on providing comprehensive solutions, including warehousing, distribution, and customized supply chain management. The company utilizes advanced technology to streamline logistics processes, thereby enhancing operational efficiency and minimizing delays.

Air Transport

This segment operated air services for passenger and cargo transport. This segment was crucial for reaching remote destinations quickly; however, it underwent restructuring to enhance operational focus.

Overall, the diversification within these segments illustrates the company’s adaptability and commitment to catering to a wide array of customer needs, allowing the company to maintain its market leadership.

Business Strategy

The company’s business strategy is centered around achieving sustainable growth while continually enhancing service offerings. A multi-faceted strategic approach is deployed by focusing on fleet modernization, technology integration, and customer satisfaction.

Customer Focus: A deep understanding of customer requirements allows the company to tailor its services effectively. The business strategy includes maintaining high service standards, ensuring safety in transportation, and fostering reliability which strengthens customer relationships. Emphasizing customer feedback is integral to evolving service quality and operational efficiency.

Products and Services

The company offers a broad spectrum of products and services designed to cater to diverse logistical and transportation needs:

Freight Services: The core product offering includes comprehensive freight transportation solutions. The company’s fleet is equipped to handle various types of cargo, ranging from perishable goods to heavy machinery, ensuring safe and timely delivery across vast distances.

Passenger Transport Services: The company provides passenger transport options through a fleet of comfortable and well-maintained luxury coaches. Services are designed to cater to both budget-conscious travelers and those seeking premium travel experiences.

Warehousing and Distribution: Alongside transportation, the company offers warehousing services that provide storage solutions for businesses. This includes inventory management and distribution services that ensure timely dispatch and delivery of goods to end customers.

Value-Added Services: The company also provides value-added services such as order processing, tracking, and logistics consulting, helping businesses optimize their supply chains and enhance operational efficiency.

Custom Solutions: Recognizing that each customer has unique requirements, the company offers custom logistics solutions tailored to specific business needs across various industries, enhancing the overall service portfolio.

Geographical Markets Served

The company operates across a wide geographical spectrum, covering diverse markets throughout India. The company’s extensive network spans 24 states and 5 union territories, ensuring that services are delivered efficiently across urban, semi-urban, and rural landscapes.

Divestitures

The company has strategically focused its operations over recent years by executing significant divestitures. On July 31, 2023, the company transferred its Air Transport services under a Business Transfer Agreement as a going concern on a slump sale basis. This decision followed the previous year’s divestiture of the Wind Power Business and Bus Operations Business, completed on December 31, 2022, and July 31, 2022, respectively.

Seasonality

The company experiences seasonality in various aspects of its business. Certain periods, such as festive seasons, often lead to increased demand for logistics and passenger transport services as consumers and businesses ramp up for heightened activity. Conversely, off-peak times may see reduced demand, necessitating adjustments in fleet utilization and resource allocation to maintain operational efficiency.

Customers

The company serves a diverse clientele ranging from individual customers to large corporations across various sectors. The customer base includes businesses in manufacturing, retail, pharmaceuticals, and agriculture, with an emphasis on providing tailored logistical solutions that cater to specific needs. The company prides itself on maintaining enduring relationships with clients through reliable service and adaptability.

Sales and Marketing

The company employs a multifaceted approach to marketing, combining traditional and digital channels to reach its target clientele effectively. Strategies encompass direct marketing, partnerships, and participation in industry events, thereby enhancing brand visibility. The company also leverages technology for online booking and service management, aligning its operational capabilities with customer engagement necessities.

History

The company was founded in 1976. The company was incorporated in1983. The company was formerly known as Vijayanand Roadlines Ltd. and changed its name to VRL Logistics Limited in 2006.

VRL Logistics Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue from transport services:** 70% (2026, estimated) **Revenue from passenger transportation:** 20% (2026, estimated) **Revenue from other services:** 10% (2026, estimated) **TOP 3 Markets:** 1. **India:** 85% 2. **Middle East:** 10% 3. **Southeast Asia:** 5% VRL Logistics Limited...

At which locations are the company’s products manufactured?

**Production Sites:** Mainly in India VRL Logistics Limited is a leading logistics company in India specializing in the transportation of goods. It does not produce physical products in the traditional sense, but offers services in the field of transport and logistics. The company's operationa...

What strategy does VRL Logistics pursue for future growth?

**Revenue Growth:** 18.5% (2025) **Profit Growth:** 14.2% (2025) VRL Logistics Limited is pursuing a growth strategy based on expanding its fleet and optimizing its logistics networks. The company has significantly invested in new vehicles in recent years to increase efficiency and capacity. Anoth...

Which raw materials are imported and from which countries?

**Commodities/Materials:** Fuels, spare parts, vehicles **Countries of origin:** India, China, Japan, Germany VRL Logistics Limited is a leading logistics company in India, mainly operating in the transportation and logistics sector. The company primarily imports fuels necessary for operating its...

How strong is the company’s competitive advantage?

**Market share:** Estimated at 10-12% in the Indian logistics sector (2026) **EBITDA margin:** 14% (last fiscal year) **Return on Equity (ROE):** 18% (2026) VRL Logistics Limited has a significant competitive advantage in the Indian logistics sector, supported by several factors. The market share...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 32% (estimated for 2026) **Insider Buys/Sells:** No significant insider transactions in the last year (estimated for 2026) The institutional investor share in VRL Logistics Limited is approximately 32%. This indicates a moderate interest from institutional invest...

What percentage market share does VRL Logistics have?

**Market share of VRL Logistics Limited:** Estimate 8-10% (2026) **Top competitors and their market shares:** 1. **Blue Dart Express:** Estimate 12-15% 2. **Gati Limited:** Estimate 10-12% 3. **TCI Express:** Estimate 9-11% 4. **Allcargo Logistics:** Estimate 7-9% 5. **Mahindra Logistics:** Estimat...

Is VRL Logistics stock currently a good investment?

**Revenue Growth:** 10% (2025) **EBITDA Margin:** 15% (2025) **Net Debt Ratio:** 0.5 (2025) VRL Logistics Limited recorded a revenue growth of 10% in 2025, indicating strong operational performance and increased demand in the logistics sector. The EBITDA margin of 15% shows that the company operate...

Does VRL Logistics pay a dividend – and how reliable is the payout?

**Dividend yield:** 1.8% (estimated for 2026) **Dividend history:** Regular payouts in recent years VRL Logistics Limited has regularly distributed dividends in the past, indicating a reliable dividend policy. The estimated dividend yield of 1.8% for 2026 reflects a moderate payout compared to...

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VRL Logistics Stock Value

VRL Logistics Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does VRL Logistics do?

VRL Logistics Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

VRL Logistics Stock Value

VRL Logistics Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does VRL Logistics do?

VRL Logistics Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.