Volatile freight rates due to demand-supply imbalance
Freight rates fluctuate with demand; during peak seasons, market rates rise, compressing margins on market-sourced vehicles.
AVGLOGISTICS / Q3-FY26 / risks
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AVG Logistics · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
High dependence on market-sourced vehicles
55% of fleet is market-sourced, exposing the company to rate volatility and margin pressure during demand spikes.
Return load imbalance on rail routes
On routes like Delhi-Guwahati, return load is only 20%, requiring higher outbound freight to compensate, which may not always be achievable.
Capex recovery period for warehousing
Warehousing investments take 9-10 years to recover, posing a long-term capital lock-up risk if demand softens.