Allcargo Logistics
Q2 revenue grew only 3.4% YoY, while EBITDA rose 24% on pricing and cost cuts, not volume. Management kept 10% CAGR revenue guidance despite ~7% H1 growth. The 15% EBITDA margin target is framed as an aspiration.
ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Allcargo Logistics earnings call we streamed: the live audio and our summary of what management said.
Q2 revenue grew only 3.4% YoY, while EBITDA rose 24% on pricing and cost cuts, not volume. Management kept 10% CAGR revenue guidance despite ~7% H1 growth. The 15% EBITDA margin target is framed as an aspiration.
Q2 revenue grew only 3.4% YoY, while EBITDA rose 24% on pricing and cost cuts, not volume. Management kept 10% CAGR revenue guidance despite ~7% H1 growth. The 15% EBITDA margin target is framed as an aspiration.
Holds 10% revenue CAGR to FY28 despite ~7% H1 growth. 15% EBITDA margin by FY28 is aspirational. New MD Vijay Nahera from 1 Jan 2027.
Allcargo Logistics reported revenue growth of 11.3% YoY and 6.2% QoQ, achieving a 15 crore profit turnaround from a previous loss. Despite management's optimism, margins remain low at 6.2% for express logistics.
Allcargo Logistics reported Q4 FY26 revenue of ₹514cr with 41% YoY EBITDA growth to ₹60cr. The company is focusing on integration-led efficiencies and shifting to an asset-light warehouse model.
Allcargo Logistics FY26 revenue grew 5% to ₹2,058 Cr; EBITDA rose 16% to ₹233 Cr. Strategy focuses on merging express and consultative logistics for cross-selling and yield management.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.