AVG Logistics Ltd
AVG Logistics Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
AVG Logistics expects organic growth of 15% to 20% year-on-year in revenue and volumes. - The company targets expanding cold chain vehicles from current 80-110 to around 135-150 crore INR revenue by FY27. - Cold chain business is a major growth driver with plans to add 100-150 vehicles next year. - Alternative fuel vehicles (electric, LNG, CNG) and liquid logistics are key growth segments with increasing demand. - Plans to add warehousing capacity from current 9 lakh sq. AVG Logistics expects organic revenue growth of 15%-20% year-on-year over the next 3-4 years.
From AVG Logistics Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- AVG Logistics expects organic growth of 15% to 20% year-on-year in revenue and volumes.
- The company targets expanding cold chain vehicles from current 80-110 to around 135-150 crore INR revenue by FY27.
- Cold chain business is a major growth driver with plans to add 100-150 vehicles next year.
- Alternative fuel vehicles (electric, LNG, CNG) and liquid logistics are key growth segments with increasing demand.
- Plans to add warehousing capacity from current 9 lakh sq. ft. to 15 lakh sq. ft. by FY27.
- Commodity logistics (steel, cement, food grain) expected to grow strongly aiming INR1,000 crore revenue in 3-4 years.
- Sustainable logistics including multimodal services (rail, supply chain management) targeted for growth and operational leverage.
2 more points from AVG Logistics Ltd's call on revenue
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Profitability & Margins
See what AVG Logistics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- AVG Logistics has made a capex of approximately INR 65 crores till date in FY 2025-26.
- For FY 2026-27, capex budget aligns with customer demand, expecting about 7-8% growth from existing clients and 7-10% from new clients.
- The company is adding fleet vehicles, planning to increase cold chain vehicles by around 200 next year.
- Planning to add 5 lakh square feet of warehousing space by 2027, increasing current capacity from 9 lakh sq. ft to about 15 lakh sq. ft with new warehouses in Guwahati and Patna.
- Strategic investment in building cold chain warehouses is underway to complement their cold chain vehicle fleet.
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Top-ranked in Transport Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what AVG Logistics Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current cold chain vehicle orders stand at around 500 cars.
- For the next year, planned addition is 100 to 150 vehicles.
- Small segment vehicles are being converted into bigger segment vehicles to increase revenue.
- Planning to expand warehousing for cold chain, aiming at long-term fixed income.
- Considering forming a separate cold chain company after March closure based on consultant advice.
- For cold chain segment, expecting revenue of INR 110 crores in the current year and INR 135-150 crores by FY27.
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AVG Logistics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹134 Cr, net profit ₹5 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What AVG Logistics Ltd's management said in earlier quarters
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Frequently Asked Questions
What were AVG Logistics Ltd Q3 FY26 results?
AVG Logistics expects organic growth of 15% to 20% year-on-year in revenue and volumes. - The company targets expanding cold chain vehicles from current 80-110 to around 135-150 crore INR revenue by FY27. - Cold chain business is a major growth driver with plans to add 100-150 vehicles next year. - Alternative fuel vehicles (electric, LNG, CNG) and liquid logistics are key growth segments with increasing demand. - Plans to add warehousing capacity from current 9 lakh sq. AVG Logistics expects organic revenue growth of 15%-20% year-on-year over the next 3-4 years.
What is AVG Logistics Ltd share price analysis?
AVG Logistics Ltd currently shows a neutral. The stock trades at a P/E of 32.5 with a market cap of ₹384 Cr. Investors should review the full earnings analysis for detailed insights.
Is AVG Logistics Ltd planning capital expenditure?
AVG Logistics has made a capex of approximately INR 65 crores till date in FY 2025-26. - For FY 2026-27, capex budget aligns with customer demand, expecting about 7-8% growth from existing clients and 7-10% from new clients. - The company is adding fleet vehicles, planning to increase cold chain vehicles by around 200 next year. - Planning to add 5 lakh square feet of warehousing space by 2027, increasing current capacity from 9 lakh sq.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.