View ValuationVRL Logistics 将来の成長Future 基準チェック /16VRL Logistics利益と収益がそれぞれ年間8.2%と7.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.4% 8.2%なると予測されています。主要情報8.2%収益成長率8.22%EPS成長率Transportation 収益成長3.8%収益成長率7.1%将来の株主資本利益率19.43%アナリストカバレッジGood最終更新日20 May 2026今後の成長に関する最新情報Price Target Changed • May 24Price target increased by 8.4% to ₹687Up from ₹634, the current price target is an average from 8 analysts. New target price is 19% above last closing price of ₹578. Stock is down 0.3% over the past year. The company is forecast to post earnings per share of ₹27.02 for next year compared to ₹20.91 last year.Price Target Changed • Mar 13Price target decreased by 7.6% to ₹724Down from ₹783, the current price target is an average from 9 analysts. New target price is 37% above last closing price of ₹528. Stock is down 14% over the past year. The company is forecast to post earnings per share of ₹11.36 for next year compared to ₹18.81 last year.Price Target Changed • Feb 07Price target decreased by 8.5% to ₹738Down from ₹806, the current price target is an average from 9 analysts. New target price is 9.8% above last closing price of ₹672. Stock is up 31% over the past year. The company is forecast to post earnings per share of ₹13.23 for next year compared to ₹18.81 last year.Price Target Changed • May 23Price target increased by 9.3% to ₹782Up from ₹715, the current price target is an average from 6 analysts. New target price is 12% above last closing price of ₹698. Stock is up 15% over the past year. The company is forecast to post earnings per share of ₹25.46 for next year compared to ₹18.80 last year.Price Target Changed • Dec 19Price target decreased to ₹719Down from ₹774, the current price target is an average from 5 analysts. New target price is 27% above last closing price of ₹567. Stock is up 38% over the past year. The company posted earnings per share of ₹18.12 last year.Price Target Changed • Aug 31Price target increased to ₹749Up from ₹678, the current price target is provided by 1 analyst. New target price is 21% above last closing price of ₹622. Stock is up 99% over the past year. The company posted earnings per share of ₹18.12 last year.すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₹246. The fair value is estimated to be ₹308, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.Reported Earnings • May 19Full year 2026 earnings released: EPS: ₹13.54 (vs ₹10.46 in FY 2025)Full year 2026 results: EPS: ₹13.54 (up from ₹10.46 in FY 2025). Revenue: ₹32.4b (up 2.4% from FY 2025). Net income: ₹2.37b (up 30% from FY 2025). Profit margin: 7.3% (up from 5.8% in FY 2025). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.New Risk • Feb 07New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 96% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (96% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Feb 06Third quarter 2026 earnings released: EPS: ₹3.70 (vs ₹3.40 in 3Q 2025)Third quarter 2026 results: EPS: ₹3.70 (up from ₹3.40 in 3Q 2025). Revenue: ₹8.31b (flat on 3Q 2025). Net income: ₹647.5m (up 9.0% from 3Q 2025). Profit margin: 7.8% (up from 7.2% in 3Q 2025). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 05VRL Logistics Limited Declares Interim DividendThe Board of Directors of VRL Logistics Limited have declared an interim dividend of {INR 5 per equity share (face value of INR 10/- each).Reported Earnings • Nov 04Second quarter 2026 earnings released: EPS: ₹2.85 (vs ₹2.05 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.85 (up from ₹2.05 in 2Q 2025). Revenue: ₹8.04b (flat on 2Q 2025). Net income: ₹498.9m (up 39% from 2Q 2025). Profit margin: 6.2% (up from 4.5% in 2Q 2025). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.ナラティブの更新 • Aug 15India's Policy Reforms And Network Expansion Will Unlock Logistics PotentialThe consensus analyst price target for VRL Logistics was sharply reduced, primarily reflecting a lower discount rate and a modest decrease in the expected future P/E multiple, resulting in a new fair value estimate of ₹337.86. What's in the News Appointment of M/s Walker Chandlok & Co., LLP as new statutory auditors approved.New Risk • Aug 07New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 108% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (108% net debt to equity). Dividend is not well covered by cash flows (161% cash payout ratio).お知らせ • Aug 06VRL Logistics Limited Approves Final Dividend for Financial Year 2024-25VRL Logistics Limited at its AGM held on August 6, 2025 approved final dividend of INR 10 per equity share for financial year 2024-25.Upcoming Dividend • Jul 23Upcoming dividend of ₹10.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (1.6%).Reported Earnings • Jul 15Full year 2025 earnings released: EPS: ₹20.91 (vs ₹10.18 in FY 2024)Full year 2025 results: EPS: ₹20.91 (up from ₹10.18 in FY 2024). Revenue: ₹31.7b (up 9.2% from FY 2024). Net income: ₹1.83b (up 105% from FY 2024). Profit margin: 5.8% (up from 3.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jul 14VRL Logistics Limited, Annual General Meeting, Aug 06, 2025VRL Logistics Limited, Annual General Meeting, Aug 06, 2025, at 13:00 Indian Standard Time. Location: rs no.351/1 varur, post chabbi, taluk hubballi, district dharwad, hubballi 581207, bengaluru Indiaお知らせ • Jul 13+ 3 more updatesVRL Logistics Limited to Report Q2, 2026 Results on Nov 10, 2025VRL Logistics Limited announced that they will report Q2, 2026 results on Nov 10, 2025Price Target Changed • May 24Price target increased by 8.4% to ₹687Up from ₹634, the current price target is an average from 8 analysts. New target price is 19% above last closing price of ₹578. Stock is down 0.3% over the past year. The company is forecast to post earnings per share of ₹27.02 for next year compared to ₹20.91 last year.Reported Earnings • May 22Full year 2025 earnings released: EPS: ₹20.91 (vs ₹10.18 in FY 2024)Full year 2025 results: EPS: ₹20.91 (up from ₹10.18 in FY 2024). Revenue: ₹31.9b (up 9.8% from FY 2024). Net income: ₹1.83b (up 105% from FY 2024). Profit margin: 5.7% (up from 3.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • May 18Why Investors Shouldn't Be Surprised By VRL Logistics Limited's (NSE:VRLLOG) P/EVRL Logistics Limited's ( NSE:VRLLOG ) price-to-earnings (or "P/E") ratio of 35.2x might make it look like a sell right...お知らせ • May 12VRL Logistics Limited to Report Q4, 2025 Results on May 21, 2025VRL Logistics Limited announced that they will report Q4, 2025 results on May 21, 2025お知らせ • Feb 19VRL Logistics Limited Announces Directorate RetirementsVRL Logistics Limited announced that the term of appointment of two of Independent Directors, viz. Mr. Shankarasa Venkosa Ladwa and Dr. Anand Krishnarao Pandurangi stands completed as of February 18, 2025. They thereby cease being directors in the Company with effective from February 19, 2025. The Board of Directors and the Management of the Company wishes to place on record their sincere appreciation and gratitude to Mr. Shankarasa Venkosa Ladwa and Dr. Anand Krishnarao Pandurangi for their extensive contribution in the Board decisions and policy framework during their tenure in the Company over the years. Reason for change: Completion of tenure.新しいナラティブ • Feb 09Branch Expansion And Cost Controls Will Drive Future Success Increased freight rates and operational cost controls are expected to maintain optimum margins and positively impact future revenue and net margins. New Risk • Feb 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: ₹6.79 (vs ₹1.56 in 3Q 2024)Third quarter 2025 results: EPS: ₹6.79 (up from ₹1.56 in 3Q 2024). Revenue: ₹8.31b (up 12% from 3Q 2024). Net income: ₹594.2m (up 335% from 3Q 2024). Profit margin: 7.2% (up from 1.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Jan 21VRL Logistics Limited to Report Q3, 2025 Results on Feb 05, 2025VRL Logistics Limited announced that they will report Q3, 2025 results on Feb 05, 2025お知らせ • Jan 16VRL Logistics Limited Announces Board Appointments, Effective 19 February, 2025VRL Logistics Limited announced that Mr. Shankar Vasantrao Pinge, has been appointed as an Independent Director of the Company with effect from 19 February, 2025 pursuant to passing of special resolution through postal ballot (Fresh appointment). Mr. Shankar Vasantrao Pinge has completed graduation in Commerce in the year 1981 from Karnatak University, Dharwad. He is also a Member of The Institute of Chartered Accountants of India, New Delhi. He worked with State Bank of India from 1984 to 1989. He joined M/s. Saraf Associates, Chartered Accountants, Mumbai in the year 1989 after qualifying as a Chartered Accountant and was associated with the firm from 1989 to 2002 in different positions. He started his own practice in 2002 in the name of M/s. S. V. Pinge & Co. He has vast experience in the field of Taxation, Audit and Finance etc. and the Company can utilize his experience in formulating and strengthening internal controls and Internal Audit System etc. Dr. D. V. Guruprasad has been appointed as an Independent Director of the Company with effect from 19 February, 2025 pursuant to passing of special resolution through postal ballot (Fresh appointment). Dr. D. V. Guruprasad has completed his Graduation in B.Sc. from Bangalore University and he also did his Master degree in English Literature from Karnatak University, Dharwad. He joined Indian Police Service (IPS) in the year 1976. He was awarded Ph.D in English literature by the Gulbarga University on his thesis ‘The Letter in Indian Writing in English’ while he was serving as a Superintendent of Police. He served as Superintendent of Police (SP) in many districts of Karnataka and also served as a DGP of Gulbarga Range apart from being the Commissioner of Police at Hubli- Dharwad. He was one of the very few officers to head both the State CID and State Intelligence Wings. He worked as Intelligence Chief under three Chief Ministers of different Parties which is a rarity. He has also worked in the CISF at New Delhi and served as Addl. DGP, Recruitment and Training. He has undergone professional training in the UK and Israel. He has specialized in Security, Criminal investigation, and law and order. Problems related to children, women and senior citizens are his special interest and he steered the Gender Sensitization Project of Karnataka police for 3 years. He was closely associated with UNICEF. He has worked in several non- police organizations. He was Director, Traffic and Director Security and Vigilance of Karnataka State Road Transport Corporation. He was the Director and Head of the State Information Department. After his retirement from the IPS as DGP in 2011, he was the CEO of the M S Ramaiah group of institutions in Bangalore for 7 years and retired in 2018. He thereby has vast experience in the Road Transportation and Education industries. He was a visiting Professor of Criminology in Rani Channamma University, Belagavi. He regularly gives lectures in several Universities and training institutions. He is a recognized trainer of Government of India. He is an inspirational speaker and he also mentors aspirants for the prestigious Civil Services Examination conducted by the UPSC and several of his mentees have been selected for IAS/IPS in the recent years. He has authored ninety five books, both in Kannada and English and is a popular columnist for various newspapers and magazines.お知らせ • Dec 12VRL Logistics Limited Announces Retirement of Medha Pawar, Independent DirectorVRL Logistics Limited informed that the term of appointment of Mrs. Medha Pawar, Independent Director concluded on December 11, 2024. Her term of appointment was from December 12, 2019 till December 11, 2024. Consequent to her retirement, the composition of the Board and its Committees continues to be in compliance with the requirements of applicable laws.Upcoming Dividend • Nov 22Upcoming dividend of ₹5.00 per shareEligible shareholders must have bought the stock before 29 November 2024. Payment date: 06 December 2024. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (1.5%).分析記事 • Nov 21There May Be Reason For Hope In VRL Logistics' (NSE:VRLLOG) Disappointing EarningsShareholders appeared unconcerned with VRL Logistics Limited's ( NSE:VRLLOG ) lackluster earnings report last week. We...分析記事 • Nov 15Is VRL Logistics (NSE:VRLLOG) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: ₹4.09 (vs ₹2.27 in 2Q 2024)Second quarter 2025 results: EPS: ₹4.09 (up from ₹2.27 in 2Q 2024). Revenue: ₹8.02b (up 12% from 2Q 2024). Net income: ₹358.2m (up 80% from 2Q 2024). Profit margin: 4.5% (up from 2.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Nov 13VRL Logistics Limited Declares Interim Dividend, Payable on or Before 29 November 2024VRL Logistics Limited at its board meeting held on November 13, 2024, the company declared an interim dividend of INR 5/- per equity share. As intimated earlier, Record date for the said purpose would be 22nd November 2024. The said Dividend would be paid on or before 29rh November 2024.お知らせ • Nov 04VRL Logistics Limited to Report Q2, 2025 Results on Nov 13, 2024VRL Logistics Limited announced that they will report Q2, 2025 results on Nov 13, 2024分析記事 • Oct 16VRL Logistics (NSE:VRLLOG) May Have Issues Allocating Its CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Sep 04What You Can Learn From VRL Logistics Limited's (NSE:VRLLOG) P/EWith a price-to-earnings (or "P/E") ratio of 77.9x VRL Logistics Limited ( NSE:VRLLOG ) may be sending very bearish...Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹611, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 13x in the Transportation industry in Asia. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,127 per share.New Risk • Aug 06New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (2.3% net profit margin).分析記事 • Jul 30Shareholders May Be More Conservative With VRL Logistics Limited's (NSE:VRLLOG) CEO Compensation For NowKey Insights VRL Logistics will host its Annual General Meeting on 5th of August Total pay for CEO Vijay Sankeshwar...お知らせ • Jul 22VRL Logistics Limited to Report Q1, 2025 Results on Aug 05, 2024VRL Logistics Limited announced that they will report Q1, 2025 results on Aug 05, 2024Buy Or Sell Opportunity • Jul 19Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to ₹565. The fair value is estimated to be ₹710, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.2%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 30% per annum over the same time period.お知らせ • Jul 12VRL Logistics Limited, Annual General Meeting, Aug 05, 2024VRL Logistics Limited, Annual General Meeting, Aug 05, 2024, at 13:00 Indian Standard Time. Location: rs no.351/1, varur, post chabbi, taluk hubballi, district dharwad, hubballi - 581 207., hubballi IndiaReported Earnings • Jul 12Full year 2024 earnings released: EPS: ₹10.18 (vs ₹18.81 in FY 2023)Full year 2024 results: EPS: ₹10.18 (down from ₹18.81 in FY 2023). Revenue: ₹29.0b (up 9.3% from FY 2023). Net income: ₹890.6m (down 46% from FY 2023). Profit margin: 3.1% (down from 6.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 11A Look At The Intrinsic Value Of VRL Logistics Limited (NSE:VRLLOG)Key Insights VRL Logistics' estimated fair value is ₹628 based on 2 Stage Free Cash Flow to Equity With ₹605 share...New Risk • May 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 6.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.1% net profit margin).Reported Earnings • May 21Full year 2024 earnings released: EPS: ₹10.18 (vs ₹18.81 in FY 2023)Full year 2024 results: EPS: ₹10.18 (down from ₹18.81 in FY 2023). Revenue: ₹29.1b (up 9.6% from FY 2023). Net income: ₹890.6m (down 46% from FY 2023). Profit margin: 3.1% (down from 6.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11VRL Logistics Limited to Report Q4, 2024 Results on May 20, 2024VRL Logistics Limited announced that they will report Q4, 2024 results at 12:08 PM, Indian Standard Time on May 20, 2024Price Target Changed • Mar 13Price target decreased by 7.6% to ₹724Down from ₹783, the current price target is an average from 9 analysts. New target price is 37% above last closing price of ₹528. Stock is down 14% over the past year. The company is forecast to post earnings per share of ₹11.36 for next year compared to ₹18.81 last year.Price Target Changed • Feb 07Price target decreased by 8.5% to ₹738Down from ₹806, the current price target is an average from 9 analysts. New target price is 9.8% above last closing price of ₹672. Stock is up 31% over the past year. The company is forecast to post earnings per share of ₹13.23 for next year compared to ₹18.81 last year.New Risk • Feb 07New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 98% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (98% net debt to equity). Paying a dividend despite having no free cash flows.分析記事 • Feb 07VRL Logistics Limited (NSE:VRLLOG) Not Lagging Market On Growth Or PricingVRL Logistics Limited's ( NSE:VRLLOG ) price-to-earnings (or "P/E") ratio of 46.9x might make it look like a sell right...Reported Earnings • Feb 06Third quarter 2024 earnings released: EPS: ₹1.56 (vs ₹4.28 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.56 (down from ₹4.28 in 3Q 2023). Revenue: ₹7.39b (up 7.7% from 3Q 2023). Net income: ₹136.5m (down 64% from 3Q 2023). Profit margin: 1.8% (down from 5.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 05Now 22% undervaluedOver the last 90 days, the stock has risen 5.0% to ₹710. The fair value is estimated to be ₹906, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.お知らせ • Jan 25VRL Logistics Limited to Report Q3, 2024 Results on Feb 05, 2024VRL Logistics Limited announced that they will report Q3, 2024 results on Feb 05, 2024お知らせ • Jan 19VRL Logistics Limited Announces Management AppointmentsVRL Logistics Limited announced that Mr. Shiva Sankeshwar (DIN: 09236519), has been appointed as a Non-Executive Director of the Company w.e.f. 18th January 2024 upon passing of resolution through postal ballot. Mrs. Shailaja Ambli (DIN: 10393506), has been appointed as an Independent Director of the Company for a period of five years w.e.f. 18th January 2024 upon passing of special resolution through postal ballot. Mr. Virupaxagouda Patil (DIN: 10395538), has been appointed as an Independent Director of the Company for a period of five years w.e.f. 1st April 2024 upon passing of special resolution through postal ballot. Mr. Vinay Javali (DIN: 00589315), has been appointed as an Independent Director of the Company for a period of five years w.e.f. 1st April 2024 upon passing of special resolution through postal ballot. Mr. Shiva Sankeshwar, a graduate from R V College of Engineering, Bengaluru is a third generation entrepreneur aiming to carry forward the legacy of his illustrious grandfather and father. The Nomination and Remuneration Committee recommended the appointment of Mr. Shiva Sankeshwar as a Director with a view to develop third generation leadership as a part of succession plan and bank upon the new age/modern thinking and technical expertise of Mr. Shiva Sankeshwar. Mrs. Shailaja Ambli completed Science graduation from Karnatak University, Dharwad in the year 1977. She later completed B.Ed and M.Ed in year 1979 and 1980 respectively and was recipient of the coveted State Award in B.Ed. & M.Ed. owing to her securing First rank and Gold Medals in both these examinations. She received numerous awards including the prestigious Wrangler D.C. Pawate Diamond Jubilee Celebration Award. She was bestowed with the Karnatak University fund prize & UGC fellowship for undertaking Research in the field of Education and awarded Ph.D. in year 1992. She has also completed M.A. in Sociology in year 1992. She started her career as a Teacher Educator at Shree Damodar D.Ed. Training College, Margoa, Goa in year 1984 and later on was promoted and served as Research Officer with the Goa Board of Secondary & Higher Secondary Education for 27 years in year 1989. She was deputed by the Goa Board, Government of Goa and Government of India for the British Technical Co-operation Training Programme at the University of Cambridge, Local Examination Syndicate United Kingdom on Education Assessment in the year 1993. Mr. Virupaxagouda Patil has completed Graduation in Commerce and Law from Karnatak University, Dharwad and he also completed Post Graduate Diploma in Computer Application. He is an Advocate practicing over the last four decades. He served as a Legal Advisor for many Nationalized and Private sector Banks. He also served as the President of District Consumer Redressal Forum for Kodagu District of Karnataka and has also acted as a District Arbitrator for Co- operatives and Societies. He is an accredited Notary too. He has vast experience in Law and Commerce. The Company would be benefited from his appointment as an Independent Director. Mr. Vinay Javali has completed Mechanical Engineering in 1980 from B.V.B College Engineering and Technology, Hubballi. He belongs to a prominent textile business family from North Karnataka. Supporting his family business, he simultaneously pursued his interest in automobile industry and joined TVS Group to get special training in automobile service and repair. He set up his own business under the name M/s Auto Reconditioners and subsequently M/s Auto Scan Center, both establishments being the leading multi brand automobile car service and spare parts centres. He has widely traveled to several countries like United Kingdom, Italy, Switzerland, United States of America etc. to explore and gather experience in the automobile spares and services fields and adopt the best business practices for his business. Mr. Vinay Javali has been socially active since young age and served many social organizations such as LEO Club, Jain Millan, Jain Digambar Samaj, Rotary Club, etc. At present he is President of the Hubballi Automobile Dealers Association and Vice President of B V B College of Engineering and Technology Alumni Association Hubballi. He served Karnataka Chamber of Commerce and Industry, since long as a Managing Committee Member and also currently is the President thereof. He is a sports enthusiast and has represented his University and State in Badminton.分析記事 • Jan 09VRL Logistics Limited's (NSE:VRLLOG) Intrinsic Value Is Potentially 34% Above Its Share PriceKey Insights The projected fair value for VRL Logistics is ₹950 based on 2 Stage Free Cash Flow to Equity VRL...Buying Opportunity • Dec 20Now 21% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be ₹945, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.分析記事 • Dec 15VRL Logistics (NSE:VRLLOG) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: ₹2.27 (vs ₹3.56 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.27 (down from ₹3.56 in 2Q 2023). Revenue: ₹7.15b (down 2.1% from 2Q 2023). Net income: ₹199.2m (down 37% from 2Q 2023). Profit margin: 2.8% (down from 4.3% in 2Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 03Vrl Logistics Limited Announces the Resignation of Smriti Bellad as Independent DirectorVRL Logistics Limited announced that the term of appointment of Mrs. Smriti Bellad, Independent Director concludes effective from November 3, 2023. Her term of appointment was from November 3, 2018 till November 2, 2023. Consequent to her retirement, the composition of the Board and its Committees continue to be in compliance with the requirements of applicable laws.お知らせ • Oct 28VRL Logistics Limited to Report Q2, 2024 Results on Nov 06, 2023VRL Logistics Limited announced that they will report Q2, 2024 results on Nov 06, 2023分析記事 • Sep 14VRL Logistics (NSE:VRLLOG) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Aug 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 71% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (71% net debt to equity). Paying a dividend despite having no free cash flows.お知らせ • Aug 08VRL Logistics Limited Appoints Shantilal D. Jain as an Independent DirectorVRL Logistics Limited announced the based on the recommendations of the Nomination and Remuneration Committee and Board of Directors of the Company, the shareholders of the Company at the 40th Annual General meeting have appointed Mr. Shantilal D. Jain (DIN: 00571902) as an Independent Director of the Company to hold office with effect from 7th August 2023 for a period of 5 years. Mr. Shantilal D. Jain is not related to any of the Directors financially, or otherwise. Mr. Shantilal Jain is a Practicing Chartered Accountant with an experience of more than 3 plus decades in the field of Taxation, Accounting, Audit etc., with a reputed well established firm in Hubballi in the name of M/s. D. Shantilal Jain & Co. He was the Chairman of Hubballi Branch of SIRC of ICAI in the year 1992-93 and was the Director of Institute of Business Management & Research (IBMR) educational institutions at Hubballi, Bengaluru, Ahmedabad and Gurgaon. He has several other achievements and accolades to his name.お知らせ • Jul 29VRL Logistics Limited to Report Q1, 2024 Results on Aug 07, 2023VRL Logistics Limited announced that they will report Q1, 2024 results on Aug 07, 2023Upcoming Dividend • Jul 24Upcoming dividend of ₹5.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 24 August 2023. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.5%).分析記事 • Jul 15Here's Why We Think VRL Logistics (NSE:VRLLOG) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Jul 14Full year 2023 earnings released: EPS: ₹18.81 (vs ₹17.68 in FY 2022)Full year 2023 results: EPS: ₹18.81 (up from ₹17.68 in FY 2022). Revenue: ₹26.6b (up 22% from FY 2022). Net income: ₹1.66b (up 6.4% from FY 2022). Profit margin: 6.2% (down from 7.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 12VRL Logistics Limited, Annual General Meeting, Aug 07, 2023VRL Logistics Limited, Annual General Meeting, Aug 07, 2023, at 12:30 Indian Standard Time. Location: Registered Office situated at RS No.351/1 Varur, Post Chabbi, Taluk Hubballi, District Dharwad, Hubballi 581 207 (18th KM, NH-4, Bengaluru Bengaluru Karnataka India Agenda: To receive, consider and adopt the audited financial accounts as at 31st March 2023 and the reports of the Board of Directors and Auditors thereon; to declare Final Dividend of `5/- per equity share for the year ended on 31st March 2023; to appoint Director in the place of Mr. L R Bhat (DIN: 01875068) who retires by rotation and being eligible, offers himself for re-appointment; to appoint Director in the place of Dr. Ashok Shettar (DIN: 07038714) who retires by rotation and being eligible, offers himself for re-appointment; and to discuss other matters.お知らせ • Jul 11VRL Logistics Limited Proposes Final Dividend for the Year Ended March 31, 2023, Payable on or Before August 24, 2023VRL Logistics Limited at its AGM to be held on August 7, 2023, proposed to declare Final Dividend of INR 5.00 per equity share for the year ended on March 31, 2023 with July 31, 2023 as the record date and the payment of the said dividend would be made on or before August 24, 2023.Price Target Changed • May 23Price target increased by 9.3% to ₹782Up from ₹715, the current price target is an average from 6 analysts. New target price is 12% above last closing price of ₹698. Stock is up 15% over the past year. The company is forecast to post earnings per share of ₹25.46 for next year compared to ₹18.80 last year.分析記事 • May 23Is VRL Logistics Limited (NSE:VRLLOG) Worth ₹725 Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, VRL Logistics fair value estimate is ₹596 VRL Logistics is...お知らせ • May 21VRL Logistics Limited Recommends Final Dividend for the Financial Year Ended March 31, 2023VRL Logistics Limited at its board meeting held on May 20, 2023, recommended a final dividend at a rate of INR 5 per equity share (face value of INR 10 each) for the financial year ended March 31, 2023, subject to approval of shareholders at the ensuing Annual General Meeting of the Company. The dividend would be paid within 30 days from the date of declaration at the said ensuing Annual General Meeting.Reported Earnings • May 21Full year 2023 earnings released: EPS: ₹18.80 (vs ₹18.12 in FY 2022)Full year 2023 results: EPS: ₹18.80 (up from ₹18.12 in FY 2022). Revenue: ₹26.6b (up 11% from FY 2022). Net income: ₹1.66b (up 3.8% from FY 2022). Profit margin: 6.2% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 60% per year whereas the company’s share price has increased by 64% per year.分析記事 • Mar 16These 4 Measures Indicate That VRL Logistics (NSE:VRLLOG) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: ₹4.28 (vs ₹6.85 in 3Q 2022)Third quarter 2023 results: EPS: ₹4.28 (down from ₹6.85 in 3Q 2022). Revenue: ₹6.86b (up 1.1% from 3Q 2022). Net income: ₹377.6m (down 38% from 3Q 2022). Profit margin: 5.5% (down from 8.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 23VRL Logistics Limited to Report Q3, 2023 Results on Jan 30, 2023VRL Logistics Limited announced that they will report Q3, 2023 results on Jan 30, 2023Price Target Changed • Dec 19Price target decreased to ₹719Down from ₹774, the current price target is an average from 5 analysts. New target price is 27% above last closing price of ₹567. Stock is up 38% over the past year. The company posted earnings per share of ₹18.12 last year.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gurudas Narekuli was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: ₹3.56 (vs ₹5.60 in 2Q 2022)Second quarter 2023 results: EPS: ₹3.56 (down from ₹5.60 in 2Q 2022). Revenue: ₹7.33b (up 15% from 2Q 2022). Net income: ₹314.6m (down 36% from 2Q 2022). Profit margin: 4.3% (down from 7.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Price Target Changed • Aug 31Price target increased to ₹749Up from ₹678, the current price target is provided by 1 analyst. New target price is 21% above last closing price of ₹622. Stock is up 99% over the past year. The company posted earnings per share of ₹18.12 last year.分析記事 • Jul 21Should You Be Adding VRL Logistics (NSE:VRLLOG) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Jul 20Full year 2022 earnings released: EPS: ₹18.12 (vs ₹4.99 in FY 2021)Full year 2022 results: EPS: ₹18.12 (up from ₹4.99 in FY 2021). Revenue: ₹23.9b (up 36% from FY 2021). Net income: ₹1.60b (up 255% from FY 2021). Profit margin: 6.7% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 17A Look At The Intrinsic Value Of VRL Logistics Limited (NSE:VRLLOG)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of VRL Logistics Limited...分析記事 • Jun 02VRL Logistics (NSE:VRLLOG) Has A Rock Solid Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • May 31Full year 2022 earnings released: EPS: ₹18.12 (vs ₹4.99 in FY 2021)Full year 2022 results: EPS: ₹18.12 (up from ₹4.99 in FY 2021). Revenue: ₹23.9b (up 36% from FY 2021). Net income: ₹1.60b (up 255% from FY 2021). Profit margin: 6.7% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 30Price target increased to ₹662Up from ₹573, the current price target is provided by 1 analyst. New target price is 7.4% above last closing price of ₹616. Stock is up 139% over the past year. The company posted earnings per share of ₹4.99 last year.分析記事 • May 13Investors Should Be Encouraged By VRL Logistics' (NSE:VRLLOG) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gurudas Narekuli was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹620, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 32x in the Transportation industry in India. Total returns to shareholders of 146% over the past three years.Reported Earnings • Feb 03Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹6.85 (up from ₹4.40 in 3Q 2021). Revenue: ₹6.83b (up 21% from 3Q 2021). Net income: ₹604.9m (up 52% from 3Q 2021). Profit margin: 8.9% (up from 7.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 03VRL Logistics (NSE:VRLLOG) Is Achieving High Returns On Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Jan 06These 4 Measures Indicate That VRL Logistics (NSE:VRLLOG) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Independent Director Gurudas Narekuli was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Independent Director Gurudas Narekuli was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 04Second quarter 2022 earnings released: EPS ₹5.60 (vs ₹3.42 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹6.36b (up 45% from 2Q 2021). Net income: ₹494.8m (up 60% from 2Q 2021). Profit margin: 7.8% (up from 7.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Price Target Changed • Oct 20Price target increased to ₹365Up from ₹341, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹382. Stock is up 148% over the past year. The company posted earnings per share of ₹4.99 last year.Price Target Changed • Oct 04Price target increased to ₹350Up from ₹321, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹366. Stock is up 120% over the past year.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹399, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 23x in the Transportation industry in India. Total returns to shareholders of 51% over the past three years.分析記事 • Jul 31This Is Why Shareholders May Want To Hold Back On A Pay Rise For VRL Logistics Limited's (NSE:VRLLOG) CEOPerformance at VRL Logistics Limited ( NSE:VRLLOG ) has not been particularly rosy recently and shareholders will...業績と収益の成長予測NSEI:VRLLOG - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202939,9933,0684,2877,11433/31/202837,5632,7713,8696,58653/31/202734,7292,4283,7916,08873/31/202632,4482,3683,5536,539N/A12/31/202531,8652,389N/AN/AN/A9/30/202531,9232,3363,0756,755N/A6/30/202531,7902,195N/AN/AN/A3/31/202531,7011,8291,0895,578N/A12/31/202431,2791,302N/AN/AN/A9/30/202430,3608442,2094,315N/A6/30/202429,494686N/AN/AN/A3/31/202429,0198911,3924,239N/A12/31/202328,3211,285N/AN/AN/A9/30/202327,7911,526-7793,632N/A6/30/202327,2041,636N/AN/AN/A3/31/202326,5461,661-9413,183N/A12/31/202227,7381,614N/AN/AN/A9/30/202227,9131,9751,1934,023N/A6/30/202226,9652,155N/AN/AN/A3/31/202221,6711,5621,7753,708N/A12/31/202123,2871,411N/AN/AN/A9/30/202122,1371,2031,8182,886N/A6/30/202120,1661,017N/AN/AN/A3/31/202117,6294512,3262,716N/A12/31/202016,606100N/AN/AN/A9/30/202016,544-391,3662,450N/A6/30/202017,390-1N/AN/AN/A3/31/202021,1859011,3462,573N/A12/31/201921,3361,085N/AN/AN/A9/30/201921,2751,093N/A2,413N/A6/30/201921,207952N/AN/AN/A3/31/201921,095919N/A1,922N/A12/31/201820,858834N/AN/AN/A9/30/201820,240820N/AN/AN/A6/30/201819,589830N/AN/AN/A3/31/201819,223926N/A2,055N/A12/31/201718,760889N/AN/AN/A9/30/201718,382855N/AN/AN/A6/30/201718,363777N/AN/AN/A3/31/201718,031705N/A1,980N/A12/31/201617,759745N/AN/AN/A9/30/201617,556787N/AN/AN/A6/30/201617,338924N/AN/AN/A3/31/201617,2251,042N/A2,642N/A12/31/201517,0491,085N/AN/AN/A9/30/201517,0401,088N/AN/AN/A6/30/201517,0941,015N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: VRLLOGの予測収益成長率 (年間8.2% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: VRLLOGの収益 ( 8.2% ) Indian市場 ( 16.3% ) よりも低い成長が予測されています。高成長収益: VRLLOGの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: VRLLOGの収益 ( 7.1% ) Indian市場 ( 10.8% ) よりも低い成長が予測されています。高い収益成長: VRLLOGの収益 ( 7.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: VRLLOGの 自己資本利益率 は、3年後には低くなると予測されています ( 19.4 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 14:33終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋VRL Logistics Limited 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Ankit Panchmatia360 ONE Capital Market Private LimitedMukesh SarafAvendus SparkBertram LaiCGS International9 その他のアナリストを表示
Price Target Changed • May 24Price target increased by 8.4% to ₹687Up from ₹634, the current price target is an average from 8 analysts. New target price is 19% above last closing price of ₹578. Stock is down 0.3% over the past year. The company is forecast to post earnings per share of ₹27.02 for next year compared to ₹20.91 last year.
Price Target Changed • Mar 13Price target decreased by 7.6% to ₹724Down from ₹783, the current price target is an average from 9 analysts. New target price is 37% above last closing price of ₹528. Stock is down 14% over the past year. The company is forecast to post earnings per share of ₹11.36 for next year compared to ₹18.81 last year.
Price Target Changed • Feb 07Price target decreased by 8.5% to ₹738Down from ₹806, the current price target is an average from 9 analysts. New target price is 9.8% above last closing price of ₹672. Stock is up 31% over the past year. The company is forecast to post earnings per share of ₹13.23 for next year compared to ₹18.81 last year.
Price Target Changed • May 23Price target increased by 9.3% to ₹782Up from ₹715, the current price target is an average from 6 analysts. New target price is 12% above last closing price of ₹698. Stock is up 15% over the past year. The company is forecast to post earnings per share of ₹25.46 for next year compared to ₹18.80 last year.
Price Target Changed • Dec 19Price target decreased to ₹719Down from ₹774, the current price target is an average from 5 analysts. New target price is 27% above last closing price of ₹567. Stock is up 38% over the past year. The company posted earnings per share of ₹18.12 last year.
Price Target Changed • Aug 31Price target increased to ₹749Up from ₹678, the current price target is provided by 1 analyst. New target price is 21% above last closing price of ₹622. Stock is up 99% over the past year. The company posted earnings per share of ₹18.12 last year.
Buy Or Sell Opportunity • May 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₹246. The fair value is estimated to be ₹308, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.
Reported Earnings • May 19Full year 2026 earnings released: EPS: ₹13.54 (vs ₹10.46 in FY 2025)Full year 2026 results: EPS: ₹13.54 (up from ₹10.46 in FY 2025). Revenue: ₹32.4b (up 2.4% from FY 2025). Net income: ₹2.37b (up 30% from FY 2025). Profit margin: 7.3% (up from 5.8% in FY 2025). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
New Risk • Feb 07New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 96% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (96% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Feb 06Third quarter 2026 earnings released: EPS: ₹3.70 (vs ₹3.40 in 3Q 2025)Third quarter 2026 results: EPS: ₹3.70 (up from ₹3.40 in 3Q 2025). Revenue: ₹8.31b (flat on 3Q 2025). Net income: ₹647.5m (up 9.0% from 3Q 2025). Profit margin: 7.8% (up from 7.2% in 3Q 2025). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 05VRL Logistics Limited Declares Interim DividendThe Board of Directors of VRL Logistics Limited have declared an interim dividend of {INR 5 per equity share (face value of INR 10/- each).
Reported Earnings • Nov 04Second quarter 2026 earnings released: EPS: ₹2.85 (vs ₹2.05 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.85 (up from ₹2.05 in 2Q 2025). Revenue: ₹8.04b (flat on 2Q 2025). Net income: ₹498.9m (up 39% from 2Q 2025). Profit margin: 6.2% (up from 4.5% in 2Q 2025). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
ナラティブの更新 • Aug 15India's Policy Reforms And Network Expansion Will Unlock Logistics PotentialThe consensus analyst price target for VRL Logistics was sharply reduced, primarily reflecting a lower discount rate and a modest decrease in the expected future P/E multiple, resulting in a new fair value estimate of ₹337.86. What's in the News Appointment of M/s Walker Chandlok & Co., LLP as new statutory auditors approved.
New Risk • Aug 07New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 108% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (108% net debt to equity). Dividend is not well covered by cash flows (161% cash payout ratio).
お知らせ • Aug 06VRL Logistics Limited Approves Final Dividend for Financial Year 2024-25VRL Logistics Limited at its AGM held on August 6, 2025 approved final dividend of INR 10 per equity share for financial year 2024-25.
Upcoming Dividend • Jul 23Upcoming dividend of ₹10.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 05 September 2025. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (1.6%).
Reported Earnings • Jul 15Full year 2025 earnings released: EPS: ₹20.91 (vs ₹10.18 in FY 2024)Full year 2025 results: EPS: ₹20.91 (up from ₹10.18 in FY 2024). Revenue: ₹31.7b (up 9.2% from FY 2024). Net income: ₹1.83b (up 105% from FY 2024). Profit margin: 5.8% (up from 3.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 14VRL Logistics Limited, Annual General Meeting, Aug 06, 2025VRL Logistics Limited, Annual General Meeting, Aug 06, 2025, at 13:00 Indian Standard Time. Location: rs no.351/1 varur, post chabbi, taluk hubballi, district dharwad, hubballi 581207, bengaluru India
お知らせ • Jul 13+ 3 more updatesVRL Logistics Limited to Report Q2, 2026 Results on Nov 10, 2025VRL Logistics Limited announced that they will report Q2, 2026 results on Nov 10, 2025
Price Target Changed • May 24Price target increased by 8.4% to ₹687Up from ₹634, the current price target is an average from 8 analysts. New target price is 19% above last closing price of ₹578. Stock is down 0.3% over the past year. The company is forecast to post earnings per share of ₹27.02 for next year compared to ₹20.91 last year.
Reported Earnings • May 22Full year 2025 earnings released: EPS: ₹20.91 (vs ₹10.18 in FY 2024)Full year 2025 results: EPS: ₹20.91 (up from ₹10.18 in FY 2024). Revenue: ₹31.9b (up 9.8% from FY 2024). Net income: ₹1.83b (up 105% from FY 2024). Profit margin: 5.7% (up from 3.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • May 18Why Investors Shouldn't Be Surprised By VRL Logistics Limited's (NSE:VRLLOG) P/EVRL Logistics Limited's ( NSE:VRLLOG ) price-to-earnings (or "P/E") ratio of 35.2x might make it look like a sell right...
お知らせ • May 12VRL Logistics Limited to Report Q4, 2025 Results on May 21, 2025VRL Logistics Limited announced that they will report Q4, 2025 results on May 21, 2025
お知らせ • Feb 19VRL Logistics Limited Announces Directorate RetirementsVRL Logistics Limited announced that the term of appointment of two of Independent Directors, viz. Mr. Shankarasa Venkosa Ladwa and Dr. Anand Krishnarao Pandurangi stands completed as of February 18, 2025. They thereby cease being directors in the Company with effective from February 19, 2025. The Board of Directors and the Management of the Company wishes to place on record their sincere appreciation and gratitude to Mr. Shankarasa Venkosa Ladwa and Dr. Anand Krishnarao Pandurangi for their extensive contribution in the Board decisions and policy framework during their tenure in the Company over the years. Reason for change: Completion of tenure.
新しいナラティブ • Feb 09Branch Expansion And Cost Controls Will Drive Future Success Increased freight rates and operational cost controls are expected to maintain optimum margins and positively impact future revenue and net margins.
New Risk • Feb 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: ₹6.79 (vs ₹1.56 in 3Q 2024)Third quarter 2025 results: EPS: ₹6.79 (up from ₹1.56 in 3Q 2024). Revenue: ₹8.31b (up 12% from 3Q 2024). Net income: ₹594.2m (up 335% from 3Q 2024). Profit margin: 7.2% (up from 1.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Jan 21VRL Logistics Limited to Report Q3, 2025 Results on Feb 05, 2025VRL Logistics Limited announced that they will report Q3, 2025 results on Feb 05, 2025
お知らせ • Jan 16VRL Logistics Limited Announces Board Appointments, Effective 19 February, 2025VRL Logistics Limited announced that Mr. Shankar Vasantrao Pinge, has been appointed as an Independent Director of the Company with effect from 19 February, 2025 pursuant to passing of special resolution through postal ballot (Fresh appointment). Mr. Shankar Vasantrao Pinge has completed graduation in Commerce in the year 1981 from Karnatak University, Dharwad. He is also a Member of The Institute of Chartered Accountants of India, New Delhi. He worked with State Bank of India from 1984 to 1989. He joined M/s. Saraf Associates, Chartered Accountants, Mumbai in the year 1989 after qualifying as a Chartered Accountant and was associated with the firm from 1989 to 2002 in different positions. He started his own practice in 2002 in the name of M/s. S. V. Pinge & Co. He has vast experience in the field of Taxation, Audit and Finance etc. and the Company can utilize his experience in formulating and strengthening internal controls and Internal Audit System etc. Dr. D. V. Guruprasad has been appointed as an Independent Director of the Company with effect from 19 February, 2025 pursuant to passing of special resolution through postal ballot (Fresh appointment). Dr. D. V. Guruprasad has completed his Graduation in B.Sc. from Bangalore University and he also did his Master degree in English Literature from Karnatak University, Dharwad. He joined Indian Police Service (IPS) in the year 1976. He was awarded Ph.D in English literature by the Gulbarga University on his thesis ‘The Letter in Indian Writing in English’ while he was serving as a Superintendent of Police. He served as Superintendent of Police (SP) in many districts of Karnataka and also served as a DGP of Gulbarga Range apart from being the Commissioner of Police at Hubli- Dharwad. He was one of the very few officers to head both the State CID and State Intelligence Wings. He worked as Intelligence Chief under three Chief Ministers of different Parties which is a rarity. He has also worked in the CISF at New Delhi and served as Addl. DGP, Recruitment and Training. He has undergone professional training in the UK and Israel. He has specialized in Security, Criminal investigation, and law and order. Problems related to children, women and senior citizens are his special interest and he steered the Gender Sensitization Project of Karnataka police for 3 years. He was closely associated with UNICEF. He has worked in several non- police organizations. He was Director, Traffic and Director Security and Vigilance of Karnataka State Road Transport Corporation. He was the Director and Head of the State Information Department. After his retirement from the IPS as DGP in 2011, he was the CEO of the M S Ramaiah group of institutions in Bangalore for 7 years and retired in 2018. He thereby has vast experience in the Road Transportation and Education industries. He was a visiting Professor of Criminology in Rani Channamma University, Belagavi. He regularly gives lectures in several Universities and training institutions. He is a recognized trainer of Government of India. He is an inspirational speaker and he also mentors aspirants for the prestigious Civil Services Examination conducted by the UPSC and several of his mentees have been selected for IAS/IPS in the recent years. He has authored ninety five books, both in Kannada and English and is a popular columnist for various newspapers and magazines.
お知らせ • Dec 12VRL Logistics Limited Announces Retirement of Medha Pawar, Independent DirectorVRL Logistics Limited informed that the term of appointment of Mrs. Medha Pawar, Independent Director concluded on December 11, 2024. Her term of appointment was from December 12, 2019 till December 11, 2024. Consequent to her retirement, the composition of the Board and its Committees continues to be in compliance with the requirements of applicable laws.
Upcoming Dividend • Nov 22Upcoming dividend of ₹5.00 per shareEligible shareholders must have bought the stock before 29 November 2024. Payment date: 06 December 2024. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (1.5%).
分析記事 • Nov 21There May Be Reason For Hope In VRL Logistics' (NSE:VRLLOG) Disappointing EarningsShareholders appeared unconcerned with VRL Logistics Limited's ( NSE:VRLLOG ) lackluster earnings report last week. We...
分析記事 • Nov 15Is VRL Logistics (NSE:VRLLOG) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: ₹4.09 (vs ₹2.27 in 2Q 2024)Second quarter 2025 results: EPS: ₹4.09 (up from ₹2.27 in 2Q 2024). Revenue: ₹8.02b (up 12% from 2Q 2024). Net income: ₹358.2m (up 80% from 2Q 2024). Profit margin: 4.5% (up from 2.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Nov 13VRL Logistics Limited Declares Interim Dividend, Payable on or Before 29 November 2024VRL Logistics Limited at its board meeting held on November 13, 2024, the company declared an interim dividend of INR 5/- per equity share. As intimated earlier, Record date for the said purpose would be 22nd November 2024. The said Dividend would be paid on or before 29rh November 2024.
お知らせ • Nov 04VRL Logistics Limited to Report Q2, 2025 Results on Nov 13, 2024VRL Logistics Limited announced that they will report Q2, 2025 results on Nov 13, 2024
分析記事 • Oct 16VRL Logistics (NSE:VRLLOG) May Have Issues Allocating Its CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Sep 04What You Can Learn From VRL Logistics Limited's (NSE:VRLLOG) P/EWith a price-to-earnings (or "P/E") ratio of 77.9x VRL Logistics Limited ( NSE:VRLLOG ) may be sending very bearish...
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹611, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 13x in the Transportation industry in Asia. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,127 per share.
New Risk • Aug 06New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (2.3% net profit margin).
分析記事 • Jul 30Shareholders May Be More Conservative With VRL Logistics Limited's (NSE:VRLLOG) CEO Compensation For NowKey Insights VRL Logistics will host its Annual General Meeting on 5th of August Total pay for CEO Vijay Sankeshwar...
お知らせ • Jul 22VRL Logistics Limited to Report Q1, 2025 Results on Aug 05, 2024VRL Logistics Limited announced that they will report Q1, 2025 results on Aug 05, 2024
Buy Or Sell Opportunity • Jul 19Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to ₹565. The fair value is estimated to be ₹710, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.2%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 30% per annum over the same time period.
お知らせ • Jul 12VRL Logistics Limited, Annual General Meeting, Aug 05, 2024VRL Logistics Limited, Annual General Meeting, Aug 05, 2024, at 13:00 Indian Standard Time. Location: rs no.351/1, varur, post chabbi, taluk hubballi, district dharwad, hubballi - 581 207., hubballi India
Reported Earnings • Jul 12Full year 2024 earnings released: EPS: ₹10.18 (vs ₹18.81 in FY 2023)Full year 2024 results: EPS: ₹10.18 (down from ₹18.81 in FY 2023). Revenue: ₹29.0b (up 9.3% from FY 2023). Net income: ₹890.6m (down 46% from FY 2023). Profit margin: 3.1% (down from 6.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 11A Look At The Intrinsic Value Of VRL Logistics Limited (NSE:VRLLOG)Key Insights VRL Logistics' estimated fair value is ₹628 based on 2 Stage Free Cash Flow to Equity With ₹605 share...
New Risk • May 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 6.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.1% net profit margin).
Reported Earnings • May 21Full year 2024 earnings released: EPS: ₹10.18 (vs ₹18.81 in FY 2023)Full year 2024 results: EPS: ₹10.18 (down from ₹18.81 in FY 2023). Revenue: ₹29.1b (up 9.6% from FY 2023). Net income: ₹890.6m (down 46% from FY 2023). Profit margin: 3.1% (down from 6.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11VRL Logistics Limited to Report Q4, 2024 Results on May 20, 2024VRL Logistics Limited announced that they will report Q4, 2024 results at 12:08 PM, Indian Standard Time on May 20, 2024
Price Target Changed • Mar 13Price target decreased by 7.6% to ₹724Down from ₹783, the current price target is an average from 9 analysts. New target price is 37% above last closing price of ₹528. Stock is down 14% over the past year. The company is forecast to post earnings per share of ₹11.36 for next year compared to ₹18.81 last year.
Price Target Changed • Feb 07Price target decreased by 8.5% to ₹738Down from ₹806, the current price target is an average from 9 analysts. New target price is 9.8% above last closing price of ₹672. Stock is up 31% over the past year. The company is forecast to post earnings per share of ₹13.23 for next year compared to ₹18.81 last year.
New Risk • Feb 07New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 98% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (98% net debt to equity). Paying a dividend despite having no free cash flows.
分析記事 • Feb 07VRL Logistics Limited (NSE:VRLLOG) Not Lagging Market On Growth Or PricingVRL Logistics Limited's ( NSE:VRLLOG ) price-to-earnings (or "P/E") ratio of 46.9x might make it look like a sell right...
Reported Earnings • Feb 06Third quarter 2024 earnings released: EPS: ₹1.56 (vs ₹4.28 in 3Q 2023)Third quarter 2024 results: EPS: ₹1.56 (down from ₹4.28 in 3Q 2023). Revenue: ₹7.39b (up 7.7% from 3Q 2023). Net income: ₹136.5m (down 64% from 3Q 2023). Profit margin: 1.8% (down from 5.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 05Now 22% undervaluedOver the last 90 days, the stock has risen 5.0% to ₹710. The fair value is estimated to be ₹906, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
お知らせ • Jan 25VRL Logistics Limited to Report Q3, 2024 Results on Feb 05, 2024VRL Logistics Limited announced that they will report Q3, 2024 results on Feb 05, 2024
お知らせ • Jan 19VRL Logistics Limited Announces Management AppointmentsVRL Logistics Limited announced that Mr. Shiva Sankeshwar (DIN: 09236519), has been appointed as a Non-Executive Director of the Company w.e.f. 18th January 2024 upon passing of resolution through postal ballot. Mrs. Shailaja Ambli (DIN: 10393506), has been appointed as an Independent Director of the Company for a period of five years w.e.f. 18th January 2024 upon passing of special resolution through postal ballot. Mr. Virupaxagouda Patil (DIN: 10395538), has been appointed as an Independent Director of the Company for a period of five years w.e.f. 1st April 2024 upon passing of special resolution through postal ballot. Mr. Vinay Javali (DIN: 00589315), has been appointed as an Independent Director of the Company for a period of five years w.e.f. 1st April 2024 upon passing of special resolution through postal ballot. Mr. Shiva Sankeshwar, a graduate from R V College of Engineering, Bengaluru is a third generation entrepreneur aiming to carry forward the legacy of his illustrious grandfather and father. The Nomination and Remuneration Committee recommended the appointment of Mr. Shiva Sankeshwar as a Director with a view to develop third generation leadership as a part of succession plan and bank upon the new age/modern thinking and technical expertise of Mr. Shiva Sankeshwar. Mrs. Shailaja Ambli completed Science graduation from Karnatak University, Dharwad in the year 1977. She later completed B.Ed and M.Ed in year 1979 and 1980 respectively and was recipient of the coveted State Award in B.Ed. & M.Ed. owing to her securing First rank and Gold Medals in both these examinations. She received numerous awards including the prestigious Wrangler D.C. Pawate Diamond Jubilee Celebration Award. She was bestowed with the Karnatak University fund prize & UGC fellowship for undertaking Research in the field of Education and awarded Ph.D. in year 1992. She has also completed M.A. in Sociology in year 1992. She started her career as a Teacher Educator at Shree Damodar D.Ed. Training College, Margoa, Goa in year 1984 and later on was promoted and served as Research Officer with the Goa Board of Secondary & Higher Secondary Education for 27 years in year 1989. She was deputed by the Goa Board, Government of Goa and Government of India for the British Technical Co-operation Training Programme at the University of Cambridge, Local Examination Syndicate United Kingdom on Education Assessment in the year 1993. Mr. Virupaxagouda Patil has completed Graduation in Commerce and Law from Karnatak University, Dharwad and he also completed Post Graduate Diploma in Computer Application. He is an Advocate practicing over the last four decades. He served as a Legal Advisor for many Nationalized and Private sector Banks. He also served as the President of District Consumer Redressal Forum for Kodagu District of Karnataka and has also acted as a District Arbitrator for Co- operatives and Societies. He is an accredited Notary too. He has vast experience in Law and Commerce. The Company would be benefited from his appointment as an Independent Director. Mr. Vinay Javali has completed Mechanical Engineering in 1980 from B.V.B College Engineering and Technology, Hubballi. He belongs to a prominent textile business family from North Karnataka. Supporting his family business, he simultaneously pursued his interest in automobile industry and joined TVS Group to get special training in automobile service and repair. He set up his own business under the name M/s Auto Reconditioners and subsequently M/s Auto Scan Center, both establishments being the leading multi brand automobile car service and spare parts centres. He has widely traveled to several countries like United Kingdom, Italy, Switzerland, United States of America etc. to explore and gather experience in the automobile spares and services fields and adopt the best business practices for his business. Mr. Vinay Javali has been socially active since young age and served many social organizations such as LEO Club, Jain Millan, Jain Digambar Samaj, Rotary Club, etc. At present he is President of the Hubballi Automobile Dealers Association and Vice President of B V B College of Engineering and Technology Alumni Association Hubballi. He served Karnataka Chamber of Commerce and Industry, since long as a Managing Committee Member and also currently is the President thereof. He is a sports enthusiast and has represented his University and State in Badminton.
分析記事 • Jan 09VRL Logistics Limited's (NSE:VRLLOG) Intrinsic Value Is Potentially 34% Above Its Share PriceKey Insights The projected fair value for VRL Logistics is ₹950 based on 2 Stage Free Cash Flow to Equity VRL...
Buying Opportunity • Dec 20Now 21% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be ₹945, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.
分析記事 • Dec 15VRL Logistics (NSE:VRLLOG) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: ₹2.27 (vs ₹3.56 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.27 (down from ₹3.56 in 2Q 2023). Revenue: ₹7.15b (down 2.1% from 2Q 2023). Net income: ₹199.2m (down 37% from 2Q 2023). Profit margin: 2.8% (down from 4.3% in 2Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 03Vrl Logistics Limited Announces the Resignation of Smriti Bellad as Independent DirectorVRL Logistics Limited announced that the term of appointment of Mrs. Smriti Bellad, Independent Director concludes effective from November 3, 2023. Her term of appointment was from November 3, 2018 till November 2, 2023. Consequent to her retirement, the composition of the Board and its Committees continue to be in compliance with the requirements of applicable laws.
お知らせ • Oct 28VRL Logistics Limited to Report Q2, 2024 Results on Nov 06, 2023VRL Logistics Limited announced that they will report Q2, 2024 results on Nov 06, 2023
分析記事 • Sep 14VRL Logistics (NSE:VRLLOG) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Aug 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 71% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (71% net debt to equity). Paying a dividend despite having no free cash flows.
お知らせ • Aug 08VRL Logistics Limited Appoints Shantilal D. Jain as an Independent DirectorVRL Logistics Limited announced the based on the recommendations of the Nomination and Remuneration Committee and Board of Directors of the Company, the shareholders of the Company at the 40th Annual General meeting have appointed Mr. Shantilal D. Jain (DIN: 00571902) as an Independent Director of the Company to hold office with effect from 7th August 2023 for a period of 5 years. Mr. Shantilal D. Jain is not related to any of the Directors financially, or otherwise. Mr. Shantilal Jain is a Practicing Chartered Accountant with an experience of more than 3 plus decades in the field of Taxation, Accounting, Audit etc., with a reputed well established firm in Hubballi in the name of M/s. D. Shantilal Jain & Co. He was the Chairman of Hubballi Branch of SIRC of ICAI in the year 1992-93 and was the Director of Institute of Business Management & Research (IBMR) educational institutions at Hubballi, Bengaluru, Ahmedabad and Gurgaon. He has several other achievements and accolades to his name.
お知らせ • Jul 29VRL Logistics Limited to Report Q1, 2024 Results on Aug 07, 2023VRL Logistics Limited announced that they will report Q1, 2024 results on Aug 07, 2023
Upcoming Dividend • Jul 24Upcoming dividend of ₹5.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 24 August 2023. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.5%).
分析記事 • Jul 15Here's Why We Think VRL Logistics (NSE:VRLLOG) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Jul 14Full year 2023 earnings released: EPS: ₹18.81 (vs ₹17.68 in FY 2022)Full year 2023 results: EPS: ₹18.81 (up from ₹17.68 in FY 2022). Revenue: ₹26.6b (up 22% from FY 2022). Net income: ₹1.66b (up 6.4% from FY 2022). Profit margin: 6.2% (down from 7.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Transportation industry in Asia. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 12VRL Logistics Limited, Annual General Meeting, Aug 07, 2023VRL Logistics Limited, Annual General Meeting, Aug 07, 2023, at 12:30 Indian Standard Time. Location: Registered Office situated at RS No.351/1 Varur, Post Chabbi, Taluk Hubballi, District Dharwad, Hubballi 581 207 (18th KM, NH-4, Bengaluru Bengaluru Karnataka India Agenda: To receive, consider and adopt the audited financial accounts as at 31st March 2023 and the reports of the Board of Directors and Auditors thereon; to declare Final Dividend of `5/- per equity share for the year ended on 31st March 2023; to appoint Director in the place of Mr. L R Bhat (DIN: 01875068) who retires by rotation and being eligible, offers himself for re-appointment; to appoint Director in the place of Dr. Ashok Shettar (DIN: 07038714) who retires by rotation and being eligible, offers himself for re-appointment; and to discuss other matters.
お知らせ • Jul 11VRL Logistics Limited Proposes Final Dividend for the Year Ended March 31, 2023, Payable on or Before August 24, 2023VRL Logistics Limited at its AGM to be held on August 7, 2023, proposed to declare Final Dividend of INR 5.00 per equity share for the year ended on March 31, 2023 with July 31, 2023 as the record date and the payment of the said dividend would be made on or before August 24, 2023.
Price Target Changed • May 23Price target increased by 9.3% to ₹782Up from ₹715, the current price target is an average from 6 analysts. New target price is 12% above last closing price of ₹698. Stock is up 15% over the past year. The company is forecast to post earnings per share of ₹25.46 for next year compared to ₹18.80 last year.
分析記事 • May 23Is VRL Logistics Limited (NSE:VRLLOG) Worth ₹725 Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, VRL Logistics fair value estimate is ₹596 VRL Logistics is...
お知らせ • May 21VRL Logistics Limited Recommends Final Dividend for the Financial Year Ended March 31, 2023VRL Logistics Limited at its board meeting held on May 20, 2023, recommended a final dividend at a rate of INR 5 per equity share (face value of INR 10 each) for the financial year ended March 31, 2023, subject to approval of shareholders at the ensuing Annual General Meeting of the Company. The dividend would be paid within 30 days from the date of declaration at the said ensuing Annual General Meeting.
Reported Earnings • May 21Full year 2023 earnings released: EPS: ₹18.80 (vs ₹18.12 in FY 2022)Full year 2023 results: EPS: ₹18.80 (up from ₹18.12 in FY 2022). Revenue: ₹26.6b (up 11% from FY 2022). Net income: ₹1.66b (up 3.8% from FY 2022). Profit margin: 6.2% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 60% per year whereas the company’s share price has increased by 64% per year.
分析記事 • Mar 16These 4 Measures Indicate That VRL Logistics (NSE:VRLLOG) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: ₹4.28 (vs ₹6.85 in 3Q 2022)Third quarter 2023 results: EPS: ₹4.28 (down from ₹6.85 in 3Q 2022). Revenue: ₹6.86b (up 1.1% from 3Q 2022). Net income: ₹377.6m (down 38% from 3Q 2022). Profit margin: 5.5% (down from 8.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 23VRL Logistics Limited to Report Q3, 2023 Results on Jan 30, 2023VRL Logistics Limited announced that they will report Q3, 2023 results on Jan 30, 2023
Price Target Changed • Dec 19Price target decreased to ₹719Down from ₹774, the current price target is an average from 5 analysts. New target price is 27% above last closing price of ₹567. Stock is up 38% over the past year. The company posted earnings per share of ₹18.12 last year.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gurudas Narekuli was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: ₹3.56 (vs ₹5.60 in 2Q 2022)Second quarter 2023 results: EPS: ₹3.56 (down from ₹5.60 in 2Q 2022). Revenue: ₹7.33b (up 15% from 2Q 2022). Net income: ₹314.6m (down 36% from 2Q 2022). Profit margin: 4.3% (down from 7.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Aug 31Price target increased to ₹749Up from ₹678, the current price target is provided by 1 analyst. New target price is 21% above last closing price of ₹622. Stock is up 99% over the past year. The company posted earnings per share of ₹18.12 last year.
分析記事 • Jul 21Should You Be Adding VRL Logistics (NSE:VRLLOG) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Jul 20Full year 2022 earnings released: EPS: ₹18.12 (vs ₹4.99 in FY 2021)Full year 2022 results: EPS: ₹18.12 (up from ₹4.99 in FY 2021). Revenue: ₹23.9b (up 36% from FY 2021). Net income: ₹1.60b (up 255% from FY 2021). Profit margin: 6.7% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 17A Look At The Intrinsic Value Of VRL Logistics Limited (NSE:VRLLOG)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of VRL Logistics Limited...
分析記事 • Jun 02VRL Logistics (NSE:VRLLOG) Has A Rock Solid Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • May 31Full year 2022 earnings released: EPS: ₹18.12 (vs ₹4.99 in FY 2021)Full year 2022 results: EPS: ₹18.12 (up from ₹4.99 in FY 2021). Revenue: ₹23.9b (up 36% from FY 2021). Net income: ₹1.60b (up 255% from FY 2021). Profit margin: 6.7% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 30Price target increased to ₹662Up from ₹573, the current price target is provided by 1 analyst. New target price is 7.4% above last closing price of ₹616. Stock is up 139% over the past year. The company posted earnings per share of ₹4.99 last year.
分析記事 • May 13Investors Should Be Encouraged By VRL Logistics' (NSE:VRLLOG) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gurudas Narekuli was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹620, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 32x in the Transportation industry in India. Total returns to shareholders of 146% over the past three years.
Reported Earnings • Feb 03Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹6.85 (up from ₹4.40 in 3Q 2021). Revenue: ₹6.83b (up 21% from 3Q 2021). Net income: ₹604.9m (up 52% from 3Q 2021). Profit margin: 8.9% (up from 7.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 03VRL Logistics (NSE:VRLLOG) Is Achieving High Returns On Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Jan 06These 4 Measures Indicate That VRL Logistics (NSE:VRLLOG) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Independent Director Gurudas Narekuli was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Independent Director Gurudas Narekuli was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 04Second quarter 2022 earnings released: EPS ₹5.60 (vs ₹3.42 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹6.36b (up 45% from 2Q 2021). Net income: ₹494.8m (up 60% from 2Q 2021). Profit margin: 7.8% (up from 7.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Price Target Changed • Oct 20Price target increased to ₹365Up from ₹341, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹382. Stock is up 148% over the past year. The company posted earnings per share of ₹4.99 last year.
Price Target Changed • Oct 04Price target increased to ₹350Up from ₹321, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹366. Stock is up 120% over the past year.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹399, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 23x in the Transportation industry in India. Total returns to shareholders of 51% over the past three years.
分析記事 • Jul 31This Is Why Shareholders May Want To Hold Back On A Pay Rise For VRL Logistics Limited's (NSE:VRLLOG) CEOPerformance at VRL Logistics Limited ( NSE:VRLLOG ) has not been particularly rosy recently and shareholders will...
