Allcargo Logistics Share Price

Allcargo Logistics bets on technology, integrated supply chains and India's growth story to outpace industry expansion

• Business Standard
• 2 weeks 1 day ago

Warehousing & Logistics company Allcargo Logistics announced Q4FY26 & FY26 results Consolidated Financial Highlights: Revenue from Operations: For Q4FY26, revenue stood at Rs 514 crore, representing a YoY increase of 0.19% from Rs 513 crore in Q4FY25 and a QoQ decrease of 0.39% from Rs 516 crore in Q3FY26. Annual revenue for FY26 was Rs 2,058 crore, a 4.95% increase compared to the restated FY25 revenue of Rs 1,961 crore. Total Income: For Q4FY26, total income was Rs 525 crore, a YoY decrease of 1.32% from Rs 532 crore and a QoQ increase of 1.16% from Rs 519 crore. Annual total income for FY26 reached Rs 2,090 crore, up 4.34% from Rs 2,003 crore in FY25. Net Profit for the Period: The company reported a net profit of Rs 20 crore in Q4FY26, down 20% from Rs 25 crore in Q4FY25, but up 900% sequentially from Rs 2 crore in Q3FY26. For the full year FY26, total net profit stood at Rs 8 crore compared to Rs 65 crore in FY25 (restated). Total Comprehensive Income: Total comprehensive income for Q4FY26 was Rs 20 crore. For the full year FY26, it was Rs 8 crore compared to Rs 64 crore in FY25. Standalone Financial Highlights: Revenue from Operations: Standalone revenue for FY26 was Rs 2,058 crore compared to Rs 1,961 crore in FY25. For Q4FY26, it stood at Rs 514 crore. Total Income: Annual total income for FY26 reached Rs 2,086 crore versus Rs 2,011 crore in FY25. Net Profit for the Period: Standalone net profit for FY26 was Rs 5 crore compared to Rs 76 crore in FY25. For Q4FY26, the profit was Rs 19 crore. Business Highlights: Segment Performance: Following an internal reorganisation, the Chief Operating Decision Maker now reviews the entire business as one reportable segment, namely "domestic logistics services." The company is in the process of discontinuing its Fuel stations business. Corporate Restructuring: The company successfully executed a composite scheme of arrangement involving the demerger of the International Supply Chain (ISC) business into Allcargo Global Limited (AGLo) and the merger of Allcargo Gati Limited (AGL) into the company. Divestments: The company sold its stake in Haryana Orbital Rail Corporation Limited for a consideration of Rs 115 crore, recording an exceptional profit of Rs 24 crore. Additionally, the sale of the Bangalore fuel station for Rs 2.52 crore was completed in April 2026. Labour Code Impact: The company accounted for an estimated incremental impact of Rs 1.4 crore for the year ended March 31, 2026, due to the recognition of past service costs under the new Labour Codes. Ketan Kulkarni, Managing Director and Chief Executive Officer of Allcargo Logistics, said, “FY26 marked an important phase in Allcargo Logistics’ journey as we brought our domestic logistics businesses together under a more integrated and future-ready framework. Over the year, we focused on building a leaner and more responsive operating model, backed by stronger process alignment, sharper cost management, and consistent service delivery across our Express and Contract Logistics businesses. Technology continues to play a central role in this transformation. We are strengthening digital capabilities across network planning, shipment visibility, warehouse operations, and customer interfaces to create a more connected and efficient logistics ecosystem. These capabilities are helping us improve execution, drive operational agility, and deliver greater value to customers. Going ahead, our emphasis will remain on scaling the business sustainably through stronger customer partnerships and deeper market penetration.” Result PDF

• Trendlyne
• 1 month ago

Warehousing & Logistics company Allcargo Logistics announced Q3FY26 results Revenue: Rs 516 crore against Rs 519 crore during Q3FY25, change -1%. EBITDA: Rs 61 crore against Rs 62 crore during Q3FY25, change -2%. EBITDA Margin: 12% for Q3FY26. PBT: Rs -3 crore against Rs 23 crore during Q3FY25, change -113%. Ketan Kulkarni, Managing Director & Chief Executive Officer, Allcargo Logistics, said: “Q3FY26 marks the successful completion of the integration of our express and contract logistics businesses, with Allcargo Logistics now operating as a unified domestic platform. This transition quarter was focused on strengthening quality, profitability and platform readiness. Our express business witnessed a strong volume recovery in December, leading to market share gains, while yieldenhancement initiatives drove a meaningful improvement in gross margins, providing a solid base for margin-led growth going forward. Contract logistics saw muted demand due to deferred expansion by certain e-commerce clients; however, underlying client relationships remain strong. On a cumulative basis, the domestic business continues to remain profitable. As we move ahead, our focus will be on technology-led execution, disciplined cost management and unlocking new growth levers, particularly in the Full Truck Load (FTL) and transport segments. With integration behind us, we expect EBITDA and PBT to grow faster than revenue in the coming quarters.” Result PDF

• Trendlyne
• 4 months 1 week ago