VRLLOG

- Concall Schedule - Concall Date: 24th August 2026 - Meeting Type: One-on-One virtual meeting with AMS Opportunities Fund, arranged by Elara Capital, to discuss Business & Financial Results for the quarter ended 30th June 2026.

- Q1 FY27 Revenue increased 18% YoY to ₹885Cr, with EBITDA growing 22% YoY to ₹193Cr (margin expanded 71bps to 21.8%). - PAT rose 62% YoY to ₹81Cr, marking the highest quarterly profit ever. - Net debt reduced from ₹440Cr (Q4 FY26) to ₹391Cr (Q1 FY27). - Board approved a share buyback of ₹280Cr at ₹320 per share. - FY27 full-year volume growth guidance revised upwards to 8% (from previous 6-7%). - Expects to maintain EBITDA margins of 20-21% for the next 3-4 years. - FY27 Capex is guided at ₹220-240Cr, primarily for properties (₹150-160Cr) and vehicles (₹100Cr).

- Audio recording of the earnings call held on August 5, 2026, for the financial results of the quarter ended June 30, 2026, is now available.

- The 43rd Annual General Meeting (AGM) was held on August 4, 2026. - All agenda items were approved, including the adoption of audited financial statements for the year ended March 31, 2026. - Re-appointments of directors Mr. L R Bhat, Dr. Raghottam Akamanchi, and Dr. Vijay Sankeshwar (as Chairman & Managing Director) were approved. - The continuation of directorship for Mr. Virupaxagouda Patil as Non-Executive Independent Director was approved. - Interim dividend paid for the financial year ended March 31, 2026, was confirmed as final.

- Revenue from operations ₹878.84 Cr vs ₹744.34 Cr (▲18.1% YoY) - EBITDA ₹186.58 Cr vs ₹151.62 Cr (▲23.1% YoY) - PAT ₹80.53 Cr vs ₹50.04 Cr (▲60.9% YoY) - EBITDA Margin 21.2% vs 20.4% (▲86 bps) - Board approved a buyback of up to 8,750,000 equity shares (5.00%) at ₹320 per share, totaling ₹280 Cr, via a tender offer. Promoters will not participate.

- Consolidated Revenue ₹878.84 Cr vs ₹744.34 Cr (▲18.06% YoY) - EBITDA ₹186.58 Cr vs ₹151.62 Cr (▲23.05% YoY) - PAT ₹80.53 Cr vs ₹50.04 Cr (▲60.93% YoY) - EBITDA Margin 21.23% vs 20.37% (▲86bps) - Board approved a buyback of up to 8,750,000 equity shares (5.00% of total paid-up equity) via tender offer. - Buyback Price: ₹320 per share, for an aggregate amount not exceeding ₹280 Cr. - Promoters and Promoter Group will not participate in the buyback.