NSE: VRLLOG | BSE: 539118

Value Stock, Under Radar

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257.50 -5.05 (-1.92%)

108.2K NSE+BSE Volume

NSE 09 Jan, 2026 3:31 PM (IST)

4,504.6

Market Cap

High in industry

Beta 1Year

Very Low volatility

VRL Logistics Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for VRLLOG, BSE:539118 VRL Logistics Ltd.

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VRL Logistics Ltd.

06 Nov 2025

257.50

-1.92%

EBITDA ahead of consensus; focus shifts to volume growth

Buy: VRL Logistics Ltd.

ICICI Securities Limited

VRL Logistics (VRL)’s Q2FY26 EBITDA was slightly ahead of Street’s estimate. Realisation/te improved 12.8% YoY to INR 7,166, while EBITDA/te has improved to INR 1,548 (INR 1,216 in Q2FY25).

Number of FII/FPI investors increased from 108 to 119 in Dec 2025 qtr.

VRL Logistics Ltd.

04 Nov 2025

257.50

-1.92%

In-line quarter with steady margins; volume recovery expected ahead

Buy: VRL Logistics Ltd.

Motilal Oswal

VRL’s revenue was flat YoY at INR8.0b (+7% QoQ) in 2QFY26, in line with our estimate. Volume dipped 11% YoY to 0.97m tons, while realization grew by 12% YoY to INR 8,079/ton, driven by a price hike.

Number of FII/FPI investors increased from 108 to 119 in Dec 2025 qtr.

VRL Logistics Ltd.

11 Sep 2025, 12:00AM

257.50

-1.92%

Focus on profitable growth ahead; recent reduction in GST to support volumes

Buy: VRL Logistics Ltd.

Motilal Oswal

VRL Logistics’ (VRLL) management implemented a price hike of 8-10% in Jun’24, which was rolled out across customer segments.

VRL Logistics Ltd. is trading below all available SMAs

VRL Logistics Ltd.

07 Aug 2025

257.50

-1.92%

In-line quarter; near-term volumes to be hit by the restructuring of operations

Buy: VRL Logistics Ltd.

Target

Motilal Oswal

VRL Logistics (VRL)’s revenue grew 2% YoY to ~INR7.4b (-8% QoQ), in line with our estimate. Volume dipped 13% YoY to 0.93m tonnes, while realization improved 17% YoY to INR7,852/tonne, driven by price hikes.

Number of FII/FPI investors increased from 108 to 119 in Dec 2025 qtr.

VRL Logistics Ltd.

07 Feb 2025

257.50

-1.92%

Shining bright; plans to add 80-100 branches in FY26

Buy: VRL Logistics Ltd.

Target

ICICI Securities Limited

VRL Logistics’ (VRL) Q3FY25 EBITDA performance was 26%/23% ahead of our and consensus’ numbers. Realisation (up 10% YoY) led improvement in both EBITDA and EBITDA margin, volume grew 1% YoY/QoQ (9MFY25: 4% YoY).

VRL Logistics Ltd. has an average target of 350.00 from 2 brokers.

VRL Logistics Ltd.

02 Sep 2024

257.50

-1.92%

Recent price hike to support margins; branch expansion to drive volume growth

Buy: VRL Logistics Ltd.

Motilal Oswal

VRLL initiated a price hike of 10% in Jun’24 (blended hike of 6% implemented after negotiations). This would help to offset the cost increases caused by toll, labor charges, etc.

Number of FII/FPI investors increased from 108 to 119 in Dec 2025 qtr.

VRL Logistics Ltd.

07 Aug 2024

257.50

-1.92%

Price hikes to ameliorate the impact of lower volumes

Buy: VRL Logistics Ltd.

Target

ICICI Securities Limited

VRL Logistics’ (VRL) Q1FY25 EBITDA was 14.4% and 17.5% below our and consensus estimates, respectively. Shipments rose 6.8% YoY (below expected) on manpower unavailability.

VRL Logistics Ltd. is trading below all available SMAs

VRL Logistics Ltd.

06 Aug 2024

257.50

-1.92%

Externalities impact Q1; price hikes to lend support to margins

Buy: VRL Logistics Ltd.

Emkay

VRLL’s Q1FY25 results were impacted by execution challenges faced due to unfavorable externalities such as driver shortage due to general elections.

VRL Logistics Ltd. is trading below all available SMAs

VRL Logistics Ltd.

06 Aug 2024

257.50

-1.92%

Labor shortage due to elections hits tonnage; volumes likely to improve going forward

Buy: VRL Logistics Ltd.

Target

Motilal Oswal

VRL Logistics (VRL)’s 1QFY25 revenue grew 8% YoY (-5% QoQ) to ~INR7.3b (in line). Volumes increased 7% YoY to 1.07m tons in 1QFY25.

VRL Logistics Ltd. has an average target of 350.00 from 2 brokers.

VRL Logistics Ltd.

05 Jul 2024

257.50

-1.92%

Muted activity in 1Q amid polls and driver shortage; volume growth to improve in 2H.

Buy: VRL Logistics Ltd.

Target

Motilal Oswal

Tonnage growth in FY24 was hit by a slowdown in agro and textile commodity
volume in southern states, which contribute ~40% to tonnage. Amid general
elections in 1QFY25 and a severe driver shortage, tonnage growth is expected
to be subdued.

Number of FII/FPI investors increased from 108 to 119 in Dec 2025 qtr.

Is VRL Logistics Ltd. worth buying?

158 Votes:

Buy 81.65%

Sell 12.66%

Hold 5.7%

RESEARCH REPORTS

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Buy SEE REPORTS >

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