AVGLOGISTICS / Q3-FY26 / claim-ledger

Audit the questions that mattered.

AVG Logistics · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ3-FY26 · 2026-02-??Back to quarter ↗

Questions audited

12

Answered directly

50%

Numeric claims

2

Consistency

contradicted

Question ledger

What was answered, and how?

Abhishek Sharma · Sharma Investment

partial

Which segment is most profitable: liquid logistics or cold chain?

the profit margin and less competition in the liquid logistics and cold chain. So now we are trying to we have brought two trains from imported import of banker which we service are liquid logistics and coin business is also increasing

Abhishek Sharma · Sharma Investment

direct

How are margins in the warehousing segment?

margin is around 25 to 30%.

Abhishek Sharma · Sharma Investment

evasive

How should shareholders think about stock performance over 3-4 years?

we are doing hard working and trying my best to increase the business and uh in different different segment and uh like cold chain, supply chain management, rail business.

Pria Jen · Green Capital

evasive

What is capex budget for FY27 and returns on incremental assets?

we are adding the fleet and capex according to the customer requirement because just as our customers are increasing their business by 10% or 7% so we are adding 7 to 8% business

Pria Jen · Green Capital

direct

What is current fleet utilization and how to improve it?

my fleet utilization is around 97 to 98%. Because few vehicles are always in breakdown out of 900 vehicle we have.

Pria Jen · Green Capital

evasive

How do you see valuation going up in 3-5 years?

we are definitely 15 to 20% growth we are expecting year only business.

Mahade · BY Capital

evasive

What client wins or contracts will drive 15%+ growth in FY27?

we are now talking to the customer to with the own fleet and this is increasing our capex but we are getting the long-term contract of 5 to 8 years.

Mahade · BY Capital

partial

What is the revenue target for FY26?

last year was 550. Maybe 560 570 group.

Vidi Jen · Phoenix Capital

partial

What is current capacity utilization across railroads?

Delhi Bangalore is around more 105%. And 105% means we are sending the material from one place to another place and from another place to final destination also hence it is becoming 105%.

Vidi Jen · Phoenix Capital

partial

How does mix of owned vs partner vehicles improve flexibility?

we are around 40 45% with on on fleet and 55% is the market fleet.

Kat Sha · Shah Ventur

direct

How does management see revenue growth trajectory over 3-4 years?

organic growth it is around 15 to 20% year-on-year basis.

Sakshi Shandai · Shaha Consultancy Limited

direct

What is current overall capacity utilization across multi-model operations?

It is around 95 to 97 98%.