VRL Logistics Can Rally 29% Says Motilal Oswal Maintaining 'Buy' — Check Target Price

Recent reduction in GST to support volumes, says Motilal Oswal maintaining 'Buy'

VRL Logistics’ investment in technology, disciplined cost management, and robust hub-to-hub network create a strong foundation to scale operations as demand recovers.

(Photo source: Official Facebook page)

The government recently reduced GST across products in an attempt to improve consumption across the economy. The improvement in consumption will support volumes for logistics companies like VRL Logistics.

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Motilal Oswal Report

VRL Logistics Ltd. is well-positioned for long-term growth, supported by its strategic focus on profitable contracts, operational efficiency, and strong service reliability.

The company’s investment in technology, disciplined cost management, and robust hub-to-hub network create a strong foundation to scale operations as demand recovers.

While near-term headwinds persist, VRL Logistics’ approach to capacity addition, GST reduction (to support volumes), and a stable pricing strategy positions it to benefit from structural growth in India’s organized surface logistics sector.

We expect VRL Logistics to clock flat volumes and a revenue/Ebitda/PAT CAGR of 6%/10%/19% over FY25-27.

Reiterate Buy with a target price of Rs 350 (based on 24x FY27 earnings per share).

Click on the attachment to read the full report: 

Motilal Oswal VRL Logistics Company Update Sep.pdf
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Also Read: VIP, Safari Industries Gets Motilal Oswal's 'Buy' Rating As It Initiates Coverage

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