BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
We attended VRL Logistics Ltd.’s investor call to get a sense of the recent developments and business outlook in the logistics sector. The management touched upon various aspects like:
volume movement in recent times,
rising fuel prices,
branch addition strategy, and
market share shift towards organised players. Here are the key takeaways from that interaction:
Logistics activity has been pretty strong in Q4 FY22. VRL Logistics expects to end Q4 FY22 with a growth on a YoY basis. Improved economic activity is also evident from the recent goods and services tax and e-way bill data.
After April 01, 2022, e-invoicing will be mandatory for entities with a revenue of over Rs 200 million (from Rs 500 million earlier). There is a lot of pressure on small fleet operators due to compliance, technology, maintenance, billing, etc., leading to higher cost of operations. This will shift a lot of business towards the organised sector.
Click on the attachment to read the full report:
DISCLAIMER
This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.
Users have no license to copy, modify, or distribute the content without permission of the Original Owner.
RECOMMENDED FOR YOU
POPULAR