NSEI:VRLLOG

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Executive Summary

VRL Logistics Limited operates as a logistics and transport company.


Snowflake Analysis

Adequate balance sheet second-rate dividend payer.


Similar Companies

Share Price & News

How has VRL Logistics's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: VRLLOG has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

-1.7%

VRLLOG

0.4%

IN Transportation

-0.07%

IN Market


1 Year Return

-35.7%

VRLLOG

-12.3%

IN Transportation

1.4%

IN Market

Return vs Industry: VRLLOG underperformed the Indian Transportation industry which returned -12.3% over the past year.

Return vs Market: VRLLOG underperformed the Indian Market which returned 1.4% over the past year.


Shareholder returns

VRLLOGIndustryMarket
7 Day-1.7%0.4%-0.07%
30 Day-7.8%4.1%3.3%
90 Day-7.6%27.2%18.2%
1 Year-33.9%-35.7%-10.5%-12.3%3.3%1.4%
3 Year-54.8%-56.9%-7.1%-10.6%-1.6%-6.2%
5 Year-58.3%-61.3%-13.7%-18.8%25.0%15.6%

Price Volatility Vs. Market

How volatile is VRL Logistics's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is VRL Logistics undervalued compared to its fair value and its price relative to the market?

24.6%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: VRLLOG (₹147.9) is trading below our estimate of fair value (₹196.08)

Significantly Below Fair Value: VRLLOG is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: VRLLOG is poor value based on its PE Ratio (14.8x) compared to the IN Transportation industry average (9.7x).

PE vs Market: VRLLOG is poor value based on its PE Ratio (14.8x) compared to the Indian market (13.1x).


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate VRLLOG's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: VRLLOG is overvalued based on its PB Ratio (2.2x) compared to the IN Transportation industry average (0.9x).


Next Steps

Future Growth

How is VRL Logistics forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

27.8%

Forecasted Transportation industry annual growth in earnings


In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as VRL Logistics has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.


Next Steps

Past Performance

How has VRL Logistics performed over the past 5 years?

-0.4%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: VRLLOG has high quality earnings.

Growing Profit Margin: VRLLOG's current net profit margins (4.3%) are lower than last year (4.4%).


Past Earnings Growth Analysis

Earnings Trend: VRLLOG's earnings have declined by 0.4% per year over the past 5 years.

Accelerating Growth: VRLLOG's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: VRLLOG had negative earnings growth (-2%) over the past year, making it difficult to compare to the Transportation industry average (-2%).


Return on Equity

High ROE: VRLLOG's Return on Equity (14.6%) is considered low.


Next Steps

Financial Health

How is VRL Logistics's financial position?


Financial Position Analysis

Short Term Liabilities: VRLLOG's short term assets (₹1.7B) do not cover its short term liabilities (₹2.5B).

Long Term Liabilities: VRLLOG's short term assets (₹1.7B) do not cover its long term liabilities (₹3.5B).


Debt to Equity History and Analysis

Debt Level: VRLLOG's debt to equity ratio (30.7%) is considered satisfactory.

Reducing Debt: VRLLOG's debt to equity ratio has reduced from 124.5% to 30.7% over the past 5 years.

Debt Coverage: VRLLOG's debt is well covered by operating cash flow (135.9%).

Interest Coverage: VRLLOG's interest payments on its debt are well covered by EBIT (4.2x coverage).


Balance Sheet


Next Steps

Dividend

What is VRL Logistics's current dividend yield, its reliability and sustainability?

4.73%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: VRLLOG's dividend (4.73%) is higher than the bottom 25% of dividend payers in the Indian market (0.68%).

High Dividend: VRLLOG's dividend (4.73%) is in the top 25% of dividend payers in the Indian market (2.78%)


Stability and Growth of Payments

Stable Dividend: VRLLOG has been paying a dividend for less than 10 years and during this time payments have been volatile.

Growing Dividend: VRLLOG's dividend payments have increased, but the company has only paid a dividend for 5 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonable payout ratio (70.2%), VRLLOG's dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

9.6yrs

Average management tenure


CEO

Vijay Sankeshwar (70 yo)

13.58yrs

Tenure

₹40,288,000

Compensation

Dr. Vijay Basavanneppa Sankeshwar, B.Com has been the Chairman and Managing Director of VRL Logistics Ltd since January 2007. Dr. Sankeshwar started VRL Company in the year 1976 as a proprietary concern an ...


CEO Compensation Analysis

Compensation vs Market: Vijay's total compensation ($USD537.72K) is above average for companies of similar size in the Indian market ($USD328.52K).

Compensation vs Earnings: Vijay's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Vijay Sankeshwar
Chairman & MD13.58yrs₹40.29m33%
₹ 4.4b
Anand Sankeshwar
MD & Whole Time Director13.17yrs₹30.64m34.61%
₹ 4.6b
Sunil Nalavadi
CFO & Investor Relation Officerno data₹3.88mno data
Laxminarayan Bhat
CTO & Whole Time Director3yrs₹13.45m0.0023%
₹ 312.7k
Aniruddha Phadnavis
GM of Financeno data₹3.52mno data
Kalliveerappa Umesh
Whole Time Director3.25yrs₹13.74m0.0019%
₹ 259.2k
Manish Gopal
Chief Pilot9.58yrs₹12.56mno data
Vani Sankeshwar
President10.67yrsno data0.44%
₹ 59.2m
Raghavendra Malgi
Vice President of Accountsno data₹1.62mno data
S. Hatti
Vice President of Administration6.58yrsno datano data
Suresh Annavajhala
Vice President of Marketingno data₹260.00kno data
S. Patil
Vice President of Human Resource Department8.08yrsno datano data

9.6yrs

Average Tenure

51.5yo

Average Age

Experienced Management: VRLLOG's management team is seasoned and experienced (9.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Vijay Sankeshwar
Chairman & MD13.58yrs₹40.29m33%
₹ 4.4b
Anand Sankeshwar
MD & Whole Time Director13.17yrs₹30.64m34.61%
₹ 4.6b
Laxminarayan Bhat
CTO & Whole Time Director3yrs₹13.45m0.0023%
₹ 312.7k
Kalliveerappa Umesh
Whole Time Director3.25yrs₹13.74m0.0019%
₹ 259.2k
Prabhakar Kore
Non-Executive Independent Director6.33yrs₹30.00kno data
Medha Pawar
Independent Woman Director5.67yrs₹270.00kno data
Anand Pandurangi
Independent Director5.5yrs₹105.00kno data
Raghottam Akamanchi
Non-Executive Director5.5yrs₹120.00kno data
Shankarasa Ladwa
Independent Director5.5yrs₹195.00kno data
Ashok Shettar
Non-Executive Director5yrs₹75.00kno data
Smriti Bellad
Independent Director1.75yrs₹45.00kno data
Gurudas Narekuli
Independent Director1.33yrs₹120.00kno data

5.5yrs

Average Tenure

61.5yo

Average Age

Experienced Board: VRLLOG's board of directors are considered experienced (5.5 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

VRL Logistics Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: VRL Logistics Limited
  • Ticker: VRLLOG
  • Exchange: NSEI
  • Founded: 1976
  • Industry: Trucking
  • Sector: Transportation
  • Market Cap: ₹13.362b
  • Shares outstanding: 90.34m
  • Website: https://www.vrllogistics.com

Number of Employees


Location

  • VRL Logistics Limited
  • Giriraj Annexe
  • Circuit House Road
  • Hubli
  • Karnataka
  • 580029
  • India

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
VRLLOGNSEI (National Stock Exchange of India)YesEquity SharesININRApr 2015
539118BSE (Mumbai Stock Exchange)YesEquity SharesININRApr 2015

Biography

VRL Logistics Limited operates as a logistics and transport company. The company operates through four segments: Goods Transport, Bus Operations, Sale of Power, and Transport of Passengers by Air. The Good ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/08/02 12:35
End of Day Share Price2020/07/31 00:00
Earnings2020/03/31
Annual Earnings2020/03/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.