AVG Logistics Q3 FY26: ₹134 Cr revenue, Q4 date set

Key trigger: Q4 FY26 earnings date announced

AVG Logistics Ltd. has an upcoming earnings date of May 30, 2026 for Q4 FY25-26, as shared in the company’s earnings calendar updates. The last earnings-related board meeting for Q3 FY25-26 was scheduled on February 14, 2026, to consider and approve the unaudited standalone and consolidated results for the quarter ended December 31, 2025. A results release date of February 20, 2026 is also referenced in the update. For investors tracking near-term catalysts, the Q4 date sets a clear checkpoint for operational and margin trends.

Q3 FY26 headline numbers: revenue, EBITDA and PAT

For Q3 FY26, AVG Logistics reported revenue from operations of ₹134.08 crore. EBITDA stood at ₹27.20 crore, translating into an EBITDA margin of 20.29%. Profit after tax (PAT) was ₹5.40 crore, with a PAT margin of 4.03%. The company’s commentary around the quarter described performance as stable for both the quarter and the nine-month period. The numbers underline that margins held up even as revenue softened compared with prior periods mentioned in the same update.

Revenue movement: QoQ and YoY trends

The data shared alongside the quarterly snapshot showed revenue of 134 (stated with the detailed figure of ₹134.08 crore elsewhere), with QoQ change of -6.26% and YoY change of -5.87%. Another disclosure in the same set of notes puts consolidated Q3 FY26 revenue at ₹13,407.69 lakhs, which equals ₹134.08 crore. This was compared with ₹14,301.28 lakhs (₹143.01 crore) in Q2 FY26 and ₹14,243.58 lakhs (₹142.44 crore) in Q3 FY25. Taken together, the disclosures point to a quarter where topline moderated, while operating profitability remained relatively resilient.

Gross profit and net profit snapshot

The quarterly snapshot also lists gross profit of 14 with QoQ up 12.85% and YoY up 4.20%. It also lists net profit of 5 with QoQ up 6.30% and YoY down 2.00%. In the detailed results highlights, Q3 FY26 PAT is reported at ₹5.40 crore, which is directionally consistent with a net profit figure rounded to ₹5 crore in the summary card. The update also compares consolidated PAT of ₹540.50 lakhs (₹5.41 crore) with ₹551.20 lakhs (₹5.51 crore) in Q3 FY25, indicating a small year-on-year decline in profit.

Nine-month performance: what 9M FY26 shows

For the nine-month period (9M FY26), revenue from operations was reported at ₹402.13 crore. EBITDA for the period was ₹77.73 crore, with an EBITDA margin of 19.33%. PAT for 9M FY26 was ₹15.46 crore, with a PAT margin of 3.84%. Management commentary attributes the performance to the company’s integrated multimodal logistics model and execution across transportation, warehousing, rail, and cold chain segments. These nine-month figures provide context for how the business is tracking before Q4 results.

Expansion and operational updates mentioned by the company

The update also points to investment and capacity plans. A ₹65 crore capex investment in FY26 was referenced for fleet expansion, warehousing, and green logistics initiatives. The cold chain business was said to have contributed ₹80 crore in nine months, with a target of ₹135-150 crore by FY27. Fleet utilisation was noted at 97-98%, with 450 out of 920 vehicles in cold chain. These details matter because logistics profitability can be sensitive to utilisation, mix, and asset intensity, and the company’s disclosures highlight those operating levers.

Stock move around the update

The stock was reported to have moved down -0.42% from the previous close of ₹135.46. The last traded price cited was ₹134.90. While the move is modest, it provides a quick read on how the market reacted around the period when the quarterly updates were being discussed.

Key numbers table: quarter comparisons and margins

Market impact: what the data points suggest

The quarter’s data shows a familiar pattern for logistics companies: revenue can fluctuate quarter to quarter, but margins can remain steady when utilisation and service mix are managed well. With Q3 FY26 EBITDA margin at 20.29% and PAT margin at 4.03%, profitability ratios remained firm despite revenue declining QoQ and YoY in the snapshot. The cold chain details, including the ₹80 crore nine-month contribution and high utilisation, indicate where the company sees a higher-value lane within its service portfolio. Investors will likely use the upcoming May 30, 2026 earnings date to check whether these trends continue into Q4.

Analysis: why Q4 results will be closely tracked

Two signals stand out in the disclosed numbers. First, Q3 revenue comparisons show a sequential dip from the Q2 level cited, which makes Q4 execution important for full-year momentum. Second, the margin profile in Q3 remains healthy relative to the revenue movement, suggesting that cost control and mix may have supported profitability. The capex reference of ₹65 crore and the emphasis on green logistics and cold chain expansion indicate an asset-led strategy, which typically requires consistent utilisation to protect returns. The Q4 update will help validate whether the company can keep margins stable while scaling.

Conclusion

AVG Logistics’ Q3 FY26 disclosures point to ₹134.08 crore in revenue with 20.29% EBITDA margin and ₹5.40 crore PAT, alongside a clearly stated Q4 FY26 earnings date of May 30, 2026. The next results will be the key checkpoint for revenue trajectory, cold chain contribution, and the impact of FY26 capex plans.