VRL Logistics Vs Allcargo Logistics – Best Logistics Stocks
Blog by Aliceblue News Desk
19 April 2025
16 minutes
Content:
- Company Overview of Allcargo Logistics Ltd
- Company Overview of VRL Logistics Ltd
- The Stock Performance of Allcargo Logistics
- The Stock Performance of VRL Logistics Limited
- Fundamental Analysis of Allcargo Logistics Limited
- Fundamental Analysis of VRL Logistics
- Financial Comparison of Allcargo Logistics and VRL Logistics
- Dividend of Allcargo Logistics and VRL Logistics
- Advantages and Disadvantages of Investing in Allcargo Logistics
- Advantages and Disadvantages of Investing in VRL Logistics
- How to Invest in VRL Logistics and Allcargo Logistics Stocks?
- Allcargo Logistics vs. VRL Logistics Limited- Conclusion
- Allcargo Logistics vs. VRL Logistics – FAQ
Company Overview of Allcargo Logistics Ltd
Allcargo Logistics Limited is a company in India that offers integrated logistics solutions. The company is divided into different segments, including International Supply Chain, Express Distribution, Contract Logistics, and Others. The International Supply Chain segment focuses on non-vessel common carrier operations for both less than container load consolidation and full container load forwarding.
The Express Distribution segment provides solutions for express distribution and supply chain needs. The Contract Logistics segment offers end-to-end contract logistics and 3PL solutions for a variety of industries such as automotive, chemical, pharmaceutical, food, and e-commerce.
Company Overview of VRL Logistics Ltd
VRL Logistics Limited, headquartered in India, specializes in the transportation of goods. The company offers a variety of road transport solutions for clients looking to move goods throughout India, including less than full truck load and full truck load services.
Additionally, VRL Logistics provides courier services for small parcels and documents using a range of multi-modal transportation options.
The Stock Performance of Allcargo Logistics
The table below displays the month-by-month stock performance of Allcargo Logistics Ltd for the past year.
| Month | Return (%) |
| Mar-2024 | -16.01 |
| Apr-2024 | 1.73 |
| May-2024 | -9.69 |
| Jun-2024 | -13.45 |
| Jul-2024 | 7.11 |
| Aug-2024 | 6.9 |
| Sep-2024 | -7.34 |
| Oct-2024 | -13.2 |
| Nov-2024 | -5.42 |
| Dec-2024 | -6.46 |
| Jan-2025 | -15.43 |
| Feb-2025 | -25.79 |
The Stock Performance of VRL Logistics Limited
The table below displays the month-by-month stock performance of VRL Logistics Ltd for the past year.
| Month | Return (%) |
| Mar-2024 | -6.09 |
| Apr-2024 | 0.04 |
| May-2024 | -1.99 |
| Jun-2024 | 0.92 |
| Jul-2024 | 1.61 |
| Aug-2024 | -8.47 |
| Sep-2024 | 6.05 |
| Oct-2024 | -1.13 |
| Nov-2024 | -2.91 |
| Dec-2024 | -6.57 |
| Jan-2025 | -6.8 |
| Feb-2025 | -4.3 |
Fundamental Analysis of Allcargo Logistics Limited
Allcargo Logistics Ltd is a prominent player in the logistics industry, providing integrated services across various sectors. Established in 1989, the company specializes in multimodal transport, shipping, and warehousing solutions. With a global presence, Allcargo is committed to delivering efficient and innovative logistics services tailored to meet customer needs.
The stock has a close price of ₹28.60 and a market capitalization of ₹2,810.76 crore. It offers a dividend yield of 3.50%. Despite a 1-year return of -60.06%, the 5-year CAGR stands at 19.18%, with an average net profit margin of 2.80%.
- Close Price ( ₹ ): 28.60
- Market Cap ( Cr ): 2810.76
- Dividend Yield %: 3.50
- 1Y Return %: -60.06
- 6M Return %: -56.03
- 1M Return %: -7.02
- 5Y CAGR %: 19.18
- % Away From 52W High: 175.87
- 5Y Avg Net Profit Margin %: 2.80
Fundamental Analysis of VRL Logistics
VRL Logistics is a prominent logistics and transportation company that specializes in providing efficient and reliable services across various sectors. Established with the vision of enhancing supply chain solutions, the company has expanded its operations significantly over the years.
The stock has a close price of ₹473.20 with a market capitalization of ₹4,139.01 crore. It offers a 5-year CAGR of 26.01%, but the 1-year return is -14.02%. The 5-year average net profit margin stands at 5.72%, with a 32.08% distance from its 52-week high.
- Close Price ( ₹ ): 473.20
- Market Cap ( Cr ): 4139.01
- 1Y Return %: -14.02
- 6M Return %: -16.10
- 1M Return %: 3.79
- 5Y CAGR %: 26.01
- % Away From 52W High: 32.08
- 5Y Avg Net Profit Margin %: 5.72
Financial Comparison of Allcargo Logistics and VRL Logistics
The table below shows a financial comparison of Allcargo Logistics Ltd and VRL Logistics Ltd.
| Stock | ALLCARGO | VRLLOG | ||||
| Financial type | FY 2023 | FY 2024 | TTM | FY 2023 | FY 2024 | TTM |
| Total Revenue (₹ Cr) | 18173.69 | 13422.62 | 15690.93 | 2819.93 | 2910.2 | 3147.07 |
| EBITDA (₹ Cr) | 1258.92 | 704.09 | 575.29 | 574.95 | 415.83 | 518.45 |
| PBIT (₹ Cr) | 980.91 | 303.95 | 151.13 | 415.81 | 199.67 | 270.31 |
| PBT (₹ Cr) | 895.34 | 164.41 | 8.06 | 359.58 | 120.78 | 179.48 |
| Net Income (₹ Cr) | 629.59 | 149.7 | 42.52 | 323.2 | 88.85 | 130.23 |
| EPS (₹) | 4.82 | 1.31 | 0.43 | 36.58 | 10.11 | 14.89 |
| DPS (₹) | 0.61 | 1.0 | 2.10 | 5.0 | 0.0 | 5.00 |
| Payout ratio (%) | 0.13 | 0.76 | 4.85 | 0.14 | 0.0 | 0.34 |
Points to be noted:
- (TTM) Trailing 12 Months – Trailing 12 months (TTM) is used to describe the past 12 consecutive months of a company’s performance data when reporting financial figures.
- EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization): Measures a company’s profitability before accounting for financial and non-cash expenses.
- PBIT (Profit Before Interest and Tax): Reflects operating profit by excluding interest and taxes from total revenue.
- PBT (Profit Before Tax): Indicates profit after deducting operating costs and interest but before taxes.
- Net Income: Represents the company’s total profit after all expenses, including taxes and interest, are deducted.
- EPS (Earnings Per Share): Shows the portion of a company’s profit allocated to each outstanding share of stock.
- DPS (Dividend Per Share): Reflects the total dividend paid out per share over a specific period.
- Payout Ratio: Measures the proportion of earnings distributed as dividends to shareholders.
Dividend of Allcargo Logistics and VRL Logistics
Allcargo Logistics and VRL Logistics both offer attractive dividend payouts, with Allcargo announcing an interim dividend of ₹1.1 in October 2024 and VRL offering ₹5 in November 2024. Both companies show consistent dividend payments, reflecting their stable financial positions. Check the table for complete details.
| Allcargo Logistics | VRL Logistics | ||||||
| Announcement Date | Ex-Dividend Date | Dividend Type | Dividend (Rs) | Announcement Date | Ex-Dividend Date | Dividend Type | Dividend (Rs) |
| 15 October, 2024 | 25 October, 2024 | Interim | 1.1 | 4 November, 2024 | 29 November, 2024 | Interim | 5 |
| 27 May, 2024 | 18 September, 2024 | Final | 1 | 22 May, 2023 | 31 July, 2023 | Final | 5 |
| 1 March, 2023 | 15 March, 2023 | Interim | 3.25 | 24 January, 2022 | 10 February, 2022 | Interim | 8 |
| 11 Mar, 2022 | 24 March, 2022 | Interim | 3 | 14 Jun, 2021 | 29 July, 2021 | Final | 4 |
| 9 Mar, 2021 | 22 March, 2021 | Interim | 2 | 10 Feb, 2020 | 18 February, 2020 | Interim | 3 |
| 9 Mar, 2020 | 23 March, 2020 | Interim | 3 | 11 Nov, 2019 | 21 November, 2019 | Interim | 4 |
| 31 Jan, 2019 | 15 February, 2019 | Interim | 2 | 20 May, 2019 | 1 August, 2019 | Final | 2 |
| 01 Feb, 2019 | 15 Feb, 2019 | Special | 1.5 | 05 Nov, 2018 | 15 Nov, 2018 | Interim | 3.5 |
| 23 May, 2018 | 2 Aug, 2018 | Final | 2 | 09 Jan, 2017 | 2 Feb, 2017 | Interim | 4 |
| 23 May, 2017 | 1 Aug, 2017 | Final | 2 | 14 Jan, 2016 | 8 Feb, 2016 | Interim | 5 |
Advantages and Disadvantages of Investing in Allcargo Logistics
Allcargo Logistics Ltd
The primary advantage of investing in Allcargo Logistics Ltd lies in its diverse logistics services, including multimodal transportation, freight forwarding, and warehousing solutions. The company benefits from a strong international presence, making it a key player in global supply chains.
- Comprehensive Service Offering
Allcargo provides a full range of logistics services, including inland transportation, freight forwarding, and warehousing. This broad portfolio allows it to cater to various industries such as retail, automotive, and manufacturing, ensuring steady revenue streams and reducing dependency on a single service segment. - Strong Global Presence
With operations in more than 180 countries, Allcargo has a well-established international network. This global reach helps it capture international market opportunities, allowing the company to benefit from global trade growth and increasing demand for cross-border logistics solutions. - Strategic Acquisitions
Allcargo has expanded its market presence through strategic acquisitions, such as the acquisition of Gati Ltd. This strengthens its supply chain capabilities and enhances its last-mile delivery services, helping the company solidify its position in the logistics sector. - Focus on Sustainability
Allcargo has committed to sustainability by adopting eco-friendly practices in its operations, such as reducing carbon emissions in its transportation fleet and optimizing energy consumption in warehouses. This not only improves efficiency but also appeals to environmentally-conscious clients. - Consistent Financial Performance
Allcargo has consistently posted strong financial results, with steady revenue and profit growth. Its diversified business model, strategic acquisitions, and global presence contribute to its robust performance, making it an attractive choice for investors seeking stable returns.
The main disadvantage of investing in Allcargo Logistics Ltd is its reliance on global trade, which makes it vulnerable to international economic fluctuations. Additionally, the company faces competition in a fragmented logistics market, impacting its potential to dominate the sector.
- Dependency on Global Trade
Allcargo’s performance is heavily linked to global trade volumes. Any disruptions in global supply chains, such as recessions, geopolitical tensions, or pandemics, can negatively impact its operations and reduce demand for logistics services, thereby affecting its profitability. - High Competition in the Logistics Sector
The logistics industry is highly competitive, with numerous players in the market. Allcargo competes with global giants like DHL and FedEx, as well as regional players, putting pressure on its pricing strategies and reducing its market share in certain segments. - Fluctuating Fuel Prices
Allcargo’s operations, including transportation and logistics, are highly sensitive to fluctuations in fuel prices. Rising fuel costs directly impact its operational expenses, and unless the company can pass these costs onto customers, it may face squeezed margins. - Regulatory Risks and Compliance
As a global logistics player, Allcargo faces regulatory challenges in multiple markets, each with different compliance requirements. Changes in international trade regulations, tariffs, or local government policies could increase operational costs and disrupt business operations. - Limited Control Over Infrastructure
Allcargo relies on third-party infrastructure, such as ports and airports, for its logistics operations. Any delays or disruptions at these infrastructure points can affect their efficiency, leading to customer dissatisfaction and potential loss of business.
Advantages and Disadvantages of Investing in VRL Logistics
VRL Logistics Ltd
The primary advantage of investing in VRL Logistics Ltd lies in its extensive and diversified transportation and logistics services, which position it as a leader in India’s logistics sector.
- Extensive Fleet and Network
Operating one of India’s largest fleets, VRL Logistics boasts over 4,360 vehicles, including 419 tourist buses and 3,941 goods transport vehicles. This extensive fleet enables efficient coverage across 23 states and four union territories, enhancing service reach and reliability. - Comprehensive Service Portfolio
The company offers a wide array of services, such as general parcel transportation, courier services, full truckload (FTL) and less than truckload (LTL) solutions, and specialized cargo handling. This diverse portfolio caters to various industries, ensuring steady revenue streams. - Strong Market Position in Passenger Transport
VRL Logistics is a dominant player in passenger transportation, operating a vast fleet of buses across multiple routes. This strong presence in the passenger segment contributes significantly to the company’s brand recognition and financial performance. - Integration of Logistics and Media Operations
Beyond logistics, VRL Group publishes ‘Vijayavani,’ Karnataka’s largest-circulated newspaper. This integration of media operations provides additional revenue streams and enhances the group’s market presence, benefiting investors through diversified business interests.
The main disadvantage of investing in VRL Logistics Ltd is its dependency on the highly competitive and capital-intensive logistics sector, which poses risks due to fluctuating fuel costs, market competition, and the cyclical nature of the industry.
- Competitive Market Landscape
VRL Logistics operates in a highly competitive industry, facing pressure from established players like Blue Dart, Gati, and DTDC. This competition can squeeze margins and limit growth potential, particularly as smaller players innovate to cut costs. - Vulnerability to Fuel Price Fluctuations
Being a transport-focused company, VRL Logistics is susceptible to fluctuations in fuel prices. Increased fuel costs directly impact operational expenses, and if these costs cannot be passed on to clients, profit margins may shrink. - Regulatory Risks and Compliance
The logistics industry is subject to evolving regulatory frameworks, including changes in transportation laws, taxes, and environmental regulations. Any adverse changes in government policies or non-compliance with regulations could negatively affect VRL Logistics’ operations and profitability. - Financial Stability and Debt Levels
VRL’s capital-intensive operations, which require investment in vehicles and infrastructure, may lead to high debt levels. This can strain cash flow and impact profitability, particularly if the company faces unexpected operational or financial challenges. - Dependence on Economic Cycles
VRL’s performance is closely tied to the overall economic conditions. Economic downturns or fluctuations in the manufacturing and retail sectors can lead to reduced demand for logistics services, affecting revenue and growth prospects.
How to Invest in VRL Logistics and Allcargo Logistics Stocks?
If you’re interested in investing in VRL Logistics and Allcargo Logistics Stocks, you can do so effortlessly through Alice Blue, which offers zero brokerage on equity delivery trades, allowing you to purchase stocks without any additional charges.
Step 1: Open a Demat & Trading Account
- Visit the Alice Blue website.
- Click on “Open Demat Account” and complete the registration process.
- Upload your PAN, Aadhaar, and bank details for verification.
Step 2: Fund Your Trading Account
- Log in to Alice Blue and navigate to the Funds section.
- Deposit money using UPI, Net Banking, or NEFT/RTGS for seamless transactions.
Step 3: Search & Analyze VRL Logistics and Allcargo Logistics Stocks
- Use the search bar to find VRL Logistics and Allcargo Logistics Stocks.
- Review the stock’s market price, charts, and company insights before making a decision.
Step 4: Place Your Buy Order
- Click “Buy” and select either a Market Order (instant purchase) or a Limit Order (buy at a specified price).
- Enter the quantity and confirm your order to complete the purchase.
Allcargo Logistics vs. VRL Logistics Limited- Conclusion
Allcargo Logistics has a strong position in the logistics industry with a diversified service offering, including freight forwarding and warehousing. Its consistent dividend payouts and solid financial performance make it attractive for stable long-term investment.
VRL Logistics, with its vast fleet and growing presence in transportation, is poised for long-term growth. However, its performance is more sensitive to economic cycles and fuel price fluctuations.
Allcargo Logistics vs. VRL Logistics – FAQ
1. What is Allcargo Logistics Ltd?
Allcargo Logistics Ltd is a leading logistics company based in India, specializing in multi-modal transportation, warehousing, and supply chain management. The company provides end-to-end logistics solutions, facilitating global trade through its extensive network and expertise in various sectors, including logistics and freight forwarding.
2. What is VRL Logistics Ltd?
VRL Logistics Ltd is a prominent Indian logistics and transportation company specializing in freight services, parcel delivery, and passenger transport. Established in 1976, it operates a comprehensive network across India, offering efficient and reliable logistics solutions while focusing on customer satisfaction and innovative service delivery.
3. What are Logistics Stocks?
Logistics stocks represent companies involved in the transportation, distribution, and management of goods. These companies provide services such as freight forwarding, warehousing, and last-mile delivery.
4. Who is the CEO of Allcargo Logistics Ltd?
Mr. Shashi Kiran Shetty serves as the Founder and Executive Chairman of Allcargo Logistics Ltd, leading the company’s strategic direction and growth initiatives. Mr. Adarsh Hegde serves as the Managing Director, overseeing day-to-day operations and contributing to the company’s expansion plans.
5. What are the main competitors of Allcargo Logistics and VRL Logistics?
The main competitors of Allcargo Logistics include companies like Blue Dart, Gati, and DHL, which operate in similar logistics and freight services. VRL Logistics faces competition from industry players like TCI Express, Gati, and DTDC, which provide courier and transportation services in India and internationally.
6. What Is The Net Worth Of VRL Logistics Vs Allcargo Logistics?
As of the fiscal year ending March 2024, VRL Logistics reported revenues of approximately ₹2,871 crore and a net profit of ₹89 crore. In comparison, Allcargo Logistics reported revenues of ₹1,569 crore for the fiscal year ending March 2024. These figures suggest that VRL Logistics currently holds a higher market valuation compared to Allcargo Logistics.
7. What Are The Key Growth Areas For Allcargo Logistics?
Allcargo Logistics is expanding its warehousing capacity, aiming to add 3 million square feet within the next 2-3 years, enhancing its contract logistics services to meet the growing demand in sectors like e-commerce and retail.
8. What Are The Key Growth Areas For VRL Logistics Limited?
VRL Logistics is focusing on expanding its branch network, planning to add 80 to 100 branches annually, enhancing market reach and service accessibility. Strategic investments in infrastructure, such as the Bengaluru transport hub, aim to reduce operational expenses and improve efficiency, bolstering profitability.
9. Which Company Offers Better Dividends, Allcargo Logistics Or VRL Logistics?
Allcargo Logistics has declared 28 dividends since September 2006, with a dividend yield of approximately 7.08% in the past 12 months. In contrast, VRL Logistics has declared 12 dividends since 2016, with a dividend yield of about 1.05% as of the last 12 months. Therefore, Allcargo Logistics offers a higher dividend yield compared to VRL Logistics.
10. Which Stock Is Better For Long-term Investors, Allcargo Logistics Or VRL Logistics?
Allcargo Logistics has demonstrated strong financial performance, with a net profit margin of 12.42% in the fiscal year ending March 2024. In contrast, VRL Logistics reported a net profit margin of 4.40% in FY15. These factors suggest that Allcargo Logistics may offer a more favorable investment opportunity for long-term investors.
11. Which Sectors Contribute Most To Allcargo Logistics And VRL Logistics’s Revenue?
Allcargo Logistics’ revenue is primarily driven by its International Supply Chain segment, which reported a 30.2% year-on-year growth in Q3 2024, rising from INR 27,213.7 million to INR 35,443.4 million. VRL Logistics predominantly generates revenue from its Goods Transport segment, contributing significantly to its overall income.
12. Which Stocks Are More Profitable, Allcargo Logistics Or VRL Logistics Ltd?
Allcargo Logistics has shown a net profit margin of 12.42% in the fiscal year ending March 2024, while VRL Logistics reported a net profit margin of 3.07% in the same period. These figures indicate that Allcargo Logistics has been more profitable compared to VRL Logistics.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
Blog by Aliceblue News Desk
The Alice Blue Team is a passionate group of analysts delivering expert market insights, comprehensive coverage of stocks, economy, commodities, and personal finance through clear, actionable research.
