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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
VRL Logistics Limited is an India-based logistics and transport company that is engaged in the goods transport business. Its core business includes less than truck load (LTL) and full truck load (FTL) offerings. Its services include logistics and other services. Its logistics…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A high-quality, stagnant business, fairly priced.
VRL Logistics is scored on the general / industrial framework. It keeps a slim 7.3% of every rupee of sales as net profit. Those profits are backed by real cash — operating cash flow runs 2.76× reported profit. It throws off free cash worth 6.1% of its market value — a strong free-cash yield.
Over the last 3 years revenue compounded at 7%/yr and profit at -10%/yr. Book value has grown 5%/yr. Return on equity is an elite 24.2%. In the latest quarter profit grew 12% versus the prior quarter.
At 25× earnings, the stock sits at the 48th percentile of its own 3.6-year range — the middle of where it has historically traded. Today's price implies ~8%/yr earnings growth for a decade. The books come through clean — a forensic grade of A, and Altman puts distress risk in the safe zone.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 18.53 | 19.05 | better |
| P/B | 4.48 | 23.92 | better |
| EV/EBITDA | 8.72 | 5.84 | worse |
| ROE | 24.2 | 7.87 | better |
| ROCE | 19.53 | 12.23 | better |
| ROA | 10.82 | — | — |
| Quick Ratio | 0.39 | 2.24 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Meesho | -117.3 | 25.7 | -21.9% |
| Container Corp Of India | 27.4 | 2.5 | 9.1% |
| Delhivery | 172.8 | 3.3 | 2.1% |
Revenue has grown every year across all 4 financial years shown. 7% CAGR — growing but slowly. Growth is decelerating — latest year grew slower than the year before.
Revenue is outpacing profit (7% vs -10%) — costs are rising faster than the top line.
Operating margin has expanded from 8% to 10% — the business is keeping more of each rupee earned. The gap between operating and net margin is widening — interest or tax costs are rising.
ROE at 21% — the business earns well above its cost of equity. High ROE despite single-digit margins — an asset-turn play with high capital velocity.
Profit grew faster than EPS (-10% vs -28%) — share dilution is eroding per-share value. -28% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
Operating cash flow has been positive every year — the business generates real cash, not just accounting profit. Cash conversion at 2.8× PAT — earnings are well-backed by cash; strong accrual quality. Heavy investing spend every year, but operations generate enough to cover it — the business self-funds its growth.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue broadly flat QoQ — stable but not accelerating. Low quarterly variance (9% spread) — a predictable, non-seasonal revenue stream.
Profit jumped 12% QoQ — check if this is operating leverage or a one-off item. Quarterly net margins are expanding (6% → 9%) — profitability per rupee of revenue is improving.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.6y median.
Promoter holding at 60.2% — majority control intact.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.