VRL Logistics - value unlocking due to promoter actions

[lohiyaakshay08]

Companies with 20%+ growth guidance for next few years

Company: VRL Logistics CMP: 469 Market Cap: 4100 cr Revenue (Q3FY25 TTM): 3120cr EBITDA margin: 16% 5 year average ROE: 19% Net debt of 460cr P/E: 31x Company is a B2B part-truck load business; Industry is roughly around $9bn but is very fragmented and is mostly into unorganised segment; very few large players with PAN India presence Two key drivers for revenue is Volume & Pricing Company has fleet of 6100 own trucks & is aggressively adding more trucks; it’s the only company in Indust…