| Revenue growth | 11.2% YoY growth to ₹546 Cr in Q1FY27. |
|---|---|
| Margins | EBITDA margin expanded to 13% from 10% YoY. |
| Demand visibility | 15 new business opportunities added in Contract Logistics during Q1. |
| Management confidence | Strong; focused on '4 P' approach and operational excellence. |
Growth
Revenue grew 11.2% YoY; EBITDA surged 39.2% YoY. Express volume rose 6.7% and yield increased 6.4%.
Outlook
Focus on '4 P Approach' (Paradigm, People, Process, EDGE) and digital transformation to drive sustainable growth and profitability.
Risks
Potential international market volatility and domestic economic headwinds; slight QoQ decline in space under management (-6.4%).
Last quarter's promises, checked
Delivered
- EBITDA growth ahead of revenue → 39.2% EBITDA vs 11.2% Revenue (= BEAT)
- Margin expansion plan on track → Margin expanded from 10% to 13% (= BEAT)
- Listing of Allcargo Global within 1 month → SEBI/Exchange approvals received (= BEAT)
Partly delivered
- Add 0.5M sq.ft warehouse space → Space under management declined 6.4% QoQ (= MISS)
Investor Presentation filed with NSE, NSE: ALLCARGO. Summary written with AI assistance from the document.
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.
More from Allcargo Logistics Ltd
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Allcargo Logistics filed the transcript of its 33rd Annual General Meeting held on September 16, 2026. The meeting covered management's address on strategic transformation and growth.
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- Value
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- Execution
- On or before September 30, 2026
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- Execution
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