ALFA Finder
The call has ended.
Key takeaways
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.
| Management target | Revenue 10.0% FY28 |
|---|
| Revenue growth | Revenue +3.4% YoY to ₹555 Cr; H1 +7.1%; mostly price-led. |
|---|---|
| Margins | EBITDA margin 13.9%, up 240 bps YoY and 90 bps QoQ. |
| Demand visibility | July-August soft; September inflected; October festive described as very strong. |
| Management confidence | Balanced-to-optimistic; holds revenue guidance despite ~7% H1 growth. |
Growth
Revenue ₹555 Cr, +3.4% YoY, +1.6% QoQ; H1 +7.1%. EBITDA +24.2% YoY to 13.9% margin, mainly price-led, not volume-led.
Outlook
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.
Risks
Warehouse space under management down 5.5% YoY, not directly addressed. Gross margin quoted as both 31.4% and 30.6% in the call.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Allcargo Logistics Q2 FY27 Results: Turns Profitable, Net Profit ₹18 Cr
Allcargo Logistics Ltd reported revenue from operations of ₹555 Cr (+3.4% YoY) and net profit of ₹18 Cr for Q2 FY27.
- Key figure
- Net profit ₹18 Cr
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management targets 7.5% express margins this year, aiming for 10% within three years.
Growth they described
Growth driven by 6.7% volume increase in express and 6.4% yield improvement, indicating structural efficiency.
Call details
| Company | Allcargo Logistics Ltd |
|---|---|
| NSE symbol | ALLCARGO |
| ISIN | INE418H01029 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 3:30 PM IST |
Allcargo Logistics Ltd: key numbers
- Share price
- ₹9.85
- Market cap
- ₹1,475 Cr
- Revenue (annual)
- ₹2,058 Cr
- Net profit (annual)
- ₹8.00 Cr
- P/E (TTM)
- 28.4×Sector 29.0×
- Promoter holding
- 40.28%+0.00% QoQ
- FII holding
- 5.82%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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