Analysts/Institutional Investor Meet/Con. Call Updates

July 02, 2026 National Stock Exchange of India BSE Limited Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, G Block, Dalal Street, Bandra-Kurla Complex, Mumbai - 400 001 Bandra (East), Mumbai – 400 051 Scrip Code: 543910 Symbol: AVG Dear Sir/Madam, Sub: Transcript of Earnings Call Q4FY2025-26 With respect to the Investor/Analyst conference/earnings call held on Tuesday, June 30, 2026 at 12:00 P.M., we are enclosing herewith the transcript of the Earnings Call for Q4FY2025-26. The transcript is also available on the website of the company i.e. www.avglogistics.com. The above information is for your record and further dissemination. Thanking You Yours faithfully, For AVG LOGISTICS LIMITED SANJAY GUPTA MANAGING DIRECTOR DIN: 00527801 “AVG Logistics Limited Q4 FY26 & FY26 Earnings Conference Call” June 30, 2026 MANAGEMENT: MR. SANJAY GUPTA – MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER – AVG LOGISTICS LIMITED MR. RAJESH ROHILLA – CHIEF FINANCIAL OFFICER – AVG LOGISTICS LIMITED MODERATOR: MR. HARSHIL GHANSHYANI – KIRIN ADVISORS Page 1 of 13 AVG Logistics Limited June 30, 2026 Moderator: Ladies and gentlemen, good day and welcome to AVG Logistics Limited Q4 FY26 and FY26 Result Conference Call, hosted by Kirin Advisors. This conference call may contain forward- looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantee of future performance and involve risk and uncertainties that are difficult to predict. As a reminder, all participant lines will be in the listen-only mode and there will be opportunity for you to ask questions after the presentation conclude. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. Also, please note that today's meeting is expected to last approximately 40 to 45 minutes including the discussion and Q&A session. I now hand the conference over to Mr. Harshil Ghanshyani from Kirin Advisors. Thank you and over to you, Harshil. Harshil Ghanshyani: Yes, thank you. Thank you everyone for joining the conference call. On behalf of Kirin Advisors, I welcome you on the conference call of AVG Logistics Limited for Q4 FY26 and FY26. From the management team, we have Mr. Sanjay Gupta, Managing Director and CEO. We have Mr. Rajesh Rohilla, Chief Financial Officer. Now I hand over the call to Mr. Sanjay Gupta, sir. Over to you, sir. Sanjay Gupta: Thank you, sir. Good afternoon, esteemed investors, and a warm welcome to AVG Logistics Limited Q4 26 earning call. We sincerely appreciate your continued trust and support as we continue to strengthen our position as a technology-driven integrated multi-modal logistics solution provider. AVG Logistics is a leading integrated logistics solution provider in India, offering end-to-end supply chain services across road, rail, warehousing, cold chain, liquid logistics, third-party logistics, 3PL operations. Since our inception of 2010, we have built a strong pan-India network comprising over 70 branches, more than 3,000 owned and hired vehicles, over 7.41 lakh square feet of warehousing space, and a diversified customer base spanning FMCG, food and beverage, cement, retail, telecom, steel, automotive, pharma, and industrial sector. Our integrated multi-modal capabilities continue to enable efficient, reliable, and cost-effective logistics solutions for customers across India. Operationally, we continued to execute on our strength growth initiatives during the quarter. We strengthened our multi-modal capability through our entry into the rail-based liquid logistics segment, expanding into a high-growth market and reinforcing our ability to offer safe, efficient, and sustainable transport solutions for the chemical and allied industries. We also advanced our infrastructure expansion with the strategic acquisition of land parcel in Himachal, in a place called Tahliwal, for warehouse purpose. This investment will support future warehousing and logistics capacity, enhance our regional presence in North India, improve operational efficiencies, and strengthen relationships with key customers. Further, we reinforced our commitment to sustainable logistics through our collaboration with Nestle India and Ashok Leyland for deployment of CNG-powered vehicle. This dedicated green Page 2 of 13 AVG Logistics Limited June 30, 2026 logistics corridor not only reduces carbon emission but also improves operational efficiency and a long contract with the customer, reflecting our continued focus on building environmentally responsible and future-ready logistics solution. Also, the Indian logistics industry continued to benefit from strong structural support driven by sustained government investment in infrastructure, increasing multi-modal connectivity, formalization of supply chain, and the continued implementation of initiatives under the National Logistics Policy and the PM Gati Shakti. These developments are expected to improve freight efficiency, reduce logistics cost, and create significant opportunities for integrated logistics players with nationwide capability. Our multi-modal strategy remains central to our long-term growth roadmap. By effectively integrating road, rail, warehousing, cold chain, and specialized logistics solution, we aim to deliver greater efficiency, lower transit cost, and improve reliability of our customers. The recent expansion into rail-based liquid logistics further strengthens this integrated approach and open new avenue for growth in specialized logistics segment. Sustainability continues to be an integral part of our business strategy. Along with the deployment of cleaner fuel vehicle, we are also continuously evaluating initiatives that improve fuel efficiency, optimize vehicle utilization, reduce carbon emission, and promote environmentally responsible logistics practice. We believe that sustainable operation not only contribute positively to the environment but also create long-term operational commercial advantage for the company. This year we are focusing on asset to sweat. So, we are trying to improve the running condition of the vehicle so that we can take maximum revenue by -- sweat of our asset. Looking ahead, with the global economic uncertainties and evolving market condition may continue to create short-term challenges. The long-term fundamentals of the Indian logistics sector remain highly encouraging. Rising manufacturing activity, increasing consumption, continued growth in e-commerce, government- led infrastructure development, and the ongoing shift towards organized logistics continue to provide a strong foundation for sustained industry growth. With our establishment network, nationwide network, diversified service portfolio, experienced management team, and disciplined approach towards execution, we remain confident of delivering consistent growth while maintaining financial prudence of the operational efficiency. We will continue to pursue opportunities that enhance shareholder value, strengthen customer relationship, and reinforce AVG Logistics' position as one of the India's leading integrated multi- modal logistics solution provider. I would like to now invite our CFO to take through detailed financial performance for the quarter. Thank you. Rajesh Rohilla: Hi, good afternoon, investors. This side Rajesh Rohilla, Chief Financial Officer with AVG Logistics Limited. Coming to the financial performance, we are pleased to report a strong moderate financial year '26, reflecting healthy growth across both revenue and profitability. Page 3 of 13 AVG Logistics Limited June 30, 2026 During Q4 FY26, we recorded total revenue of INR176.61 crores, registering a growth of 19.4% year-on-year. EBITDA stood at INR34.72 crores, increasing 45.21% year-on-year, while EBITDA margin expanded by 349 basis point to 19.66%. Profit a [Showing first 8,000 characters — download PDF for full document]