Infra and Logistics Stocks Show Structural Strength in Q2 FY26
VRL Logistics Reports Strong Profit Growth Amid Flat Revenue
VRL Logistics delivered a 39% YoY increase in net profit to ₹49.8 crore for Q2 FY26, even as total revenue remained stable at ₹796 crore. The company’s EBITDA rose 13.5% to ₹151 crore, with margins improving to 18.96% from 16.63% YoY. This improvement came from better fleet utilization and cost optimization initiatives.
The company continues to focus on premium freight operations and efficiency-driven growth. Investors tracking logistics sector momentum can align trades using Nifty Positional Tip setups for medium-term positioning.
Tara Chand Infralogistic Solutions Maintains 20% Growth Trajectory
Tara Chand Infralogistic Solutions recorded a robust Q2 FY26 with revenue at ₹67.12 crore, up 17% YoY. EBITDA grew 21% YoY to ₹26.34 crore, maintaining an impressive 39% margin. H1 FY26 revenue touched ₹128.8 crore with EBITDA at ₹49.4 crore, reflecting strong operational leverage.
The company’s rental and warehousing divisions contributed nearly 45% of H1 revenue, while fleet expansion and margin optimization remain key priorities. Management reiterated 20–25% annual growth and diversification into EV logistics segments.
Afcom Holdings Recognized as Fast-Growing Cargo Freighter of 2025
Afcom Holdings received the “Fast-Growing Cargo Freighter of the Year 2025” award at the 6th Aviation Cargo Express Awards. The recognition underscores the company’s operational efficiency and consistent performance in the air cargo industry.
The firm’s focus on global partnerships and technology-driven cargo management continues to strengthen its positioning within India’s growing aviation logistics market.
For aviation-linked indices and logistics counters, traders can utilize Bank Nifty Positional Tip strategies to navigate medium-term volatility.
Cosmic CRF Secures ₹5.83 Crore Worth of Orders from Wagon Manufacturers
Cosmic CRF Ltd announced new purchase orders from two domestic railway wagon manufacturers. The total order value is ₹5.83 crore, comprising multiple contracts with execution periods ranging from 2–5 months. The orders include the supply of critical wagon components under the government’s Make-in-India push.
Management expects repeat business from major PSU wagon builders as India’s freight corridor expansion drives demand for high-quality components and precision engineering.
Investor Takeaway
Q2 FY26 results reinforce India’s infrastructure and logistics resilience. Companies like VRL Logistics, Tara Chand Infra, and Cosmic CRF are benefiting from increased movement of goods, infrastructure build-outs, and cost efficiencies. The overall sector remains buoyant amid the government’s capital expenditure-led growth model.
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SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.











