Sakshi Shinde · SH Consultancy
directRevenue growth outlook for FY27 given 6% YoY in Q1
We are expecting revenue growth of around 15 to 20% for 27 and this growth will come from our existing customers and new customers and new contracts.
AVG / Q1-FY27 / claim-ledger
Audit the questions that mattered.
AVG Logistics · Analyst questions, management answers, and the quality of the response where the ledger is available.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
8
Answered directly
75%
Numeric claims
3
Consistency
mixed
Question ledger
What was answered, and how?
Sakshi Shinde · SH Consultancy
directBreakdown of 15-20% growth into organic vs new customer
Around 7 to 8% growth will come with the new business and around 8 to 10% growth will come through existing customers.
Adit J · Wealth Management
evasiveIncremental revenue and PAT from rights issue capital
It is difficult to give a specific revenue or PAT number only against the right issue proceeds. But at overall business level, we expect incremental revenue and better PAT from new contracts and higher fleet utilization.
Adit J · Wealth Management
directCapex planned for FY27
Last year we did capex of around 62 crores and for 26-27 we are planning to do a further capex of around 60 cr.
Cable Ma · Mata Securities
partialMargin improvement from capex and fleet utilization
We expect our margins to improve as the benefit of the capex during 25-26 start coming from this current year of 27. These new assets will have higher contribution and higher utilization in 27.
Cable Ma · Mata Securities
partialBusiness segments generating good profit percentages
Currently we see better margin in dedicated vehicles, cold chain business, refer trucks and warehousing and factory management. These are specialized equipment where competition is less.
DH Kendar · Individual Investor
directTotal new vehicles being added in FY27
Total target is to add around 200 vehicle in this March 27. We got the contract of 100 vehicles (Halam) and electric as of now we got the order of 30 vehicles but our 70 vehicle order discussion is going on.
Mayor Parik · Levi Capital
directHalam contract details and 100 vehicle deployment benefit
100 vehicles out of 140 vehicles already deployed and 60 is under fabrication which will be placed in another 1 month or so. This contract will add revenue and provide better revenue visibility. After deployment of this 100 vehicle they will give another 100 vehicle contract by December 26.