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Earnings Call

Allcargo Logistics Earnings Call: Key Takeaways

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.

Highlights
Revenue growthFY26 revenue up 5% YoY to ₹2,058 Cr.
MarginsEBITDA margin improved to 11% in FY26 from 10% FY25.
Demand visibilityPositive momentum in e-commerce and quick commerce sectors.
Management confidenceHigh, emphasizing steady and disciplined performance.

Growth

FY26 Revenue up 5% YoY; EBITDA up 16%; Surface Express revenue up 2%; Consultative Logistics revenue up 17%.

Outlook

Vision 2030 targets 12% Revenue CAGR and 21% EBITDA CAGR; focus on asset-light model and 2000+ bps ROCE expansion.

Risks

Global economic volatility, competitive pressures in express logistics, and potential technology implementation delays.

Source

Earnings Call filed with BSE, NSE: ALLCARGO. Summary written with AI assistance from the document.

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Allcargo Logistics Ltd: key numbers

Share price
₹10.67
Market cap
₹1,598 Cr
Revenue (annual)
₹2,058 Cr
Net profit (annual)
₹8.00 Cr
P/E (TTM)
53.3×Sector 29.0×
Promoter holding
40.28%+0.00% QoQ
FII holding
6.56%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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