ALFA Finder| 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
- ₹10.04
- Market cap
- ₹1,504 Cr
- Revenue (annual)
- ₹2,058 Cr
- Net profit (annual)
- ₹8.00 Cr
- P/E (TTM)
- 28.9×Sector 32.3×
- 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.
More from Allcargo Logistics Ltd
All →Allcargo Logistics Earnings Call Transcript: 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.
- Call
- Guides 10% growth
Allcargo Logistics Other Announcement
Allcargo filed its Reg 32 QIP monitoring agency report for Q1 FY27 via ICRA. The report notes ₹47.80 Cr of earlier-allocated proceeds were redirected to general corporate purposes with prior board approval.
Allcargo Logistics Results Update
Allcargo Logistics shared its H1FY27 press release with revenue up 7% and EBITDA up 31% year-on-year. Management outlined festive-season volume recovery and H2FY27 priorities.
Allcargo Logistics Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹555 Cr (+3.4% YoY), EBITDA ₹77 Cr (+24.2%), PAT ₹19 Cr vs prior loss. Gross margin up to 31.4%; express volumes down 4.7% YoY.
Allcargo Logistics Management Change
Allcargo Logistics reported board changes from its November 3, 2026 meeting. Hetal Gandhi was re-appointed and Russell Parera appointed as Non-Executive Independent Directors, each for 36 months.
- Execution
- 36 months for each director; Parera effective November 3, 2026, Gandhi effective February 8, 2027
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