VRL Logistics - value unlocking due to promoter actions

Surprisingly no activity on this thread. Q3 and Q4 are breakout on numbers. Volume was flat due to price increase taken by the co. However, price increase seems sustainable now, and doing 20% odd EBITDA margins is no mean feat. Its trading at 25 TTM pe now and with 600 odd annual ebitda trades at an EVebitda below 10. Volume growth will come by branch expansion, they have guided for 12% volume growth for FY 26.

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