Allcargo Logistics Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Allcargo Logistics reported consolidated revenue of Rs 546 crore for Q1 FY27, up 11.2% year-on-year, with EBITDA of Rs 71 crore, up 39.2% year-on-year, and a profit after tax of Rs 14 crore compared to a loss in Q1 FY26. Express Logistics volumes grew 6.7% year-on-year with realization per tonne up 6.4%, while Consultative Logistics revenue grew 6.1% year-on-year on stable warehouse space under management of 7.5 million square feet. Management attributed the improvement to pricing discipline, service quality initiatives, and cost efficiencies across both business segments.
Allcargo Logistics reported Q4 FY26 consolidated revenue of INR514 crores, roughly flat year-on-year, with EBITDA up 41% to INR60 crores. For the full year, revenue grew 5% to INR2,058 crores while EBITDA grew 16% to INR233 crores, driven by growth in the Consultative Logistics business and cost rationalization. Management also discussed pricing actions in the Express division, the pending listing of Allcargo Global, and a pass-through mechanism for fuel cost increases.