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AVG Logistics Limited (AVG) Fair Value & Analysis

Industrials · IN · Market cap ₹4.2B

AL AVG Logistics Limited AVG · BSE
Price₹200.90
Fair Value₹249.11
Upside+24.0%
Quality37/100
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Expensive Growth
Thin margins · 4.7% net margin
Low debt · negative free cash flow
Mixed vs. peers (6/13)
Narrow moat 31/100
Evidence: Medium Range ₹174.38 – ₹323.84 Share as image

Fair value as of: Jul 5, 2026

From 14 valuation models · updated 36 days ago

Share price −10.7% over the past month.

Below-average quality, screening 24% undervalued on our models.

What matters now

  • A fairly wide model range (₹174.38 to ₹323.84) leaves room in how you read the outcome.
  • Our model range runs from ₹174.38 (bear) to ₹323.84 (bull), base ₹249.11. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 37/100 (below-average quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (3 years)

₹630.74 ₹129.45 Fair Value ₹249.11 May 2023 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 5, 2026.

How to read this chart

39‑month range ₹129.45 – ₹630.74 · fair‑value band ₹174.38 – ₹323.84 · the ₹200.90 price screens below the ₹249.11 fair value. Dashed = 300-day average. As of Jul 5, 2026.

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Analysis

AVG Logistics Limited (AVG) currently trades at ₹200.90, while our model-based Fair Value estimate is ₹249.11, implying the stock looks roughly 24.0% undervalued today. The Quality Score stands at 37/100 (below-average quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, AVG Logistics Limited generated revenue of ₹5.6B at a net margin of 4.7%. Revenue grew 5.1% year over year. It earns a return on equity of 10.2%. Net debt stands at ₹1.8B. Fundamentals as of Jul 5, 2026

Our scenario range runs from ₹174.38 (bear case) to ₹323.84 (bull case); at ₹200.90, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 35% below its 52-week high and 61% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at 24%, AVG screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ₹124.27 ₹136.53 ₹189.95 76
ROIC Compounder ₹108.62 ₹133.14 ₹162.07 72
Growth-Adj P/E ₹174.38 ₹249.11 ₹323.84 68
All 14 models by family
Earnings-Based
Graham-Dodd ₹95.13 ₹259.35 ₹340.06 54
Lynch FV ₹51.22 ₹73.17 ₹95.12 50
PEG = 1.0 ₹51.22 ₹73.17 ₹95.12 46
EPV ₹108.62 ₹133.14 ₹154.30 59
Multiples
P/E Multiple ₹220.34 ₹293.78 ₹367.23 63
P/S Multiple ₹178.37 ₹237.83 ₹297.28 58
P/B Multiple ₹178.37 ₹237.83 ₹297.28 55
EV/EBIT ₹229.03 ₹320.95 ₹412.86 53
EV/EBITDA ₹246.77 ₹344.59 ₹442.42 54
EV/Revenue ₹150.10 ₹234.44 ₹318.78 43
Asset-Based
NCAV (Graham) ₹72.47 ₹97.11 ₹144.95 50
Economic Profit
Residual Income ₹124.27 ₹136.53 ₹189.95 76
ROIC Compounder ₹108.62 ₹133.14 ₹162.07 72
Growth Earnings
Growth-Adj P/E ₹174.38 ₹249.11 ₹323.84 68

Widest divergence: Growth Earnings (₹249.11) versus Earnings-Based (₹73.17). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) ₹5.6B
Revenue growth (YoY) +5.1%
Net margin 4.7%
Return on equity 10.2%
Free cash flow −₹252M FY2026
P/E ratio 13.3
More key figures
Operating margin 0.8%
EPS (TTM) ₹16.87
EPS growth (YoY) +93.2%
Net debt ₹1.8B FY2026

Figures from reported company fundamentals · as of Jul 5, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 37/100

Of which business quality 41 · Market factors (momentum, volatility) 44

Profitability 57
Margins and returns on capital today
Quality Growth 31
Are margins and returns improving?
Cashflow 33
Earnings quality: real cash, not paper profit
Fin. Strength 46
Balance sheet, leverage, solvency risk
Investment 28
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 50
Price trend over the last 3–12 months (market factor)
52W Momentum 21
Distance to the 52-week high (market factor)
Net Issuance 40
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

AVG Logistics Limited offers logistics services in India, Bangladesh, and Nepal. The company provides full truckload and less than truckload, dedicated/secondary solution, express delivery, parcel/door to door/household, multimodal, rail, freight forwarding, reverse logistics, and cold chain/refrigerated transportation services.

Full company description

AVG Logistics Limited offers logistics services in India, Bangladesh, and Nepal. The company provides full truckload and less than truckload, dedicated/secondary solution, express delivery, parcel/door to door/household, multimodal, rail, freight forwarding, reverse logistics, and cold chain/refrigerated transportation services. It also offers manpower handling, storage space, multiuser, and bonded warehousing services; and value added services comprising end to end, customized, ODC, custom clearing and port logistics, container on rent, and forklift/cranes on rent services. In addition, the company is involved in the trading business. AVG Logistics Limited was incorporated in 2010 and is headquartered in Delhi, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

AVG Logistics Limited reported revenue of ₹5.6B in FY2026 versus ₹4.3B in FY2022, a compound +6.7%/yr. Reported net income was ₹262M in FY2026, compounding +128.4%/yr from FY2022.

Growth Quality 47/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹5.6B
Latest YoY
+1.1%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.4%
Revenue +6.7%/yr
FY22 ₹4.3B
FY23 ₹4.3B
FY24 ₹4.8B
FY25 ₹5.5B
FY26 ₹5.6B
Net income +128.4%/yr
FY22 ₹9.6M
FY23 ₹83.4M
FY24 ₹319M
FY25 ₹213M
FY26 ₹262M

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Cite: Fair Value Calculator (2026). "AVG Logistics Limited Fair Value". https://www.fairvalue-calculator.com/stock/AVG

Peer Group

Integrated Freight & Logistics · 218 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 37 · Bottom 25%
Fair Value upside +24% · Above median
Return on equity (TTM) 10% · Above median
Return on assets 5% · Above median
Net margin (TTM) 5% · Above median
Operating margin (TTM) 1% · Bottom 25%
Revenue growth 5% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.33× · Higher than median

Valuation Multiples vs Integrated Freight & Logistics median · lower = cheaper

P/E (TTM) 13.3× · Cheaper than median
P/B 1.55× · Pricier than median
P/S (TTM) 0.76× · Pricier than median
EV/EBITDA 9.0× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 65 · sector 46
FUTURE 26 · sector 8
PAST 41 · sector 26
HEALTH 84 · sector 94
DIVIDEND 0 · sector 56

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Jul 5, 2026).

Stock Price Fair Value vs Fair Value
United Parcel Service, Inc UPS $117.72 $104.58 -11%
FedEx Corporation FDX $314.69 $347.68 +10%
Deutsche Post AG DHL €57.22 €53.18 -7%
DSV A/S DSV kr 1,660 kr 712.57 -57%
Kuehne + Nagel International AG KNIN CHF 209.90 CHF 147.92 -30%
J.B. Hunt Transport Services, Inc JBHT $291.41 $133.80 -54%
S.F. Holding 002352 ¥31.91 ¥48.64 +52%
C.H. Robinson Worldwide, Inc CHRW $193.50 $86.56 -55%
Expeditors International of Washington, Inc EXPD $172.02 $115.95 -33%
ZTO Express (Cayman) Inc 2057 HK$181.40 HK$241.93 +33%

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Frequently asked questions

Is AVG Logistics Limited (AVG) overvalued or undervalued?
As of Jul 5, 2026, our model estimates a fair value of ₹249.11 versus a price of ₹200.90, about +24% (undervalued).
What is the fair value of AVG?
Our model-based fair value for AVG Logistics Limited is ₹249.11 (as of Jul 5, 2026), built from audited fundamentals. The current price is ₹200.90.
What is the quality score of AVG?
AVG Logistics Limited has a Quality Score of 37/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of AVG Logistics Limited (AVG)?
AVG Logistics Limited reported trailing-twelve-month revenue of about ₹5.6B (latest available figure, as of Jul 5, 2026).
What is the net profit margin of AVG?
The net profit margin of AVG Logistics Limited is about 4.7%, meaning it keeps roughly 4.7% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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