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Allcargo Logistics Limited Q4 FY26 earnings call summary

NSE: ALLCARGO · BSE: 532749

Earnings call of 15 May 2026, summarised by AI from the filing.

Allcargo Logistics FY26 EBITDA ₹233 cr, up 16%, with margins improving to 11%; Allcargo Global listing expected in about a month.

Key takeaways

  1. Guidance EBITDA and PBT expected to grow ahead of revenue in coming quarters; margins to improve.
  2. Allcargo Global Approvals from exchanges and SEBI received; listing expected in about a month.
  3. Growth driver Consultative Logistics revenue grew 17% in FY26, driven by asset-light full truckload and e-commerce/quick commerce.
  4. Risk Management cautious on near-term outlook due to geopolitical scenario and cost pressures.

Original filing on BSE

Allcargo Logistics Limited Q1 FY27 results

As filed: Revenue ₹546 cr (−86% year on year), EBITDA ₹71.0 cr (+255% year on year), PAT ₹14.0 cr, EBITDA margin 13.0% (+1,000 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹514 cr (−87% year on year), EBITDA ₹60.0 cr (−48% year on year), PAT ₹20.0 cr, EBITDA margin 11.7% (+874 bps). Score 19 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend. EBITDA margin rose 874 bps year on year. Other income 69% of PBT. Tax rate -25%. Share price after the results: −1.7% in 29 days (Nifty 500: −0.1%).
  • Q3 FY26: Revenue ₹516 cr (−87% year on year), EBITDA ₹61.0 cr (−55% year on year), PAT ₹0.0 cr (−100% year on year), EBITDA margin 11.8% (+849 bps). Score 20 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin rose 849 bps year on year. Revenue fell 50% from last quarter. Share price after the results: −26.8% in 28 days (Nifty 500: −4.0%).
  • Q2 FY26: Revenue ₹1,028 cr (−76% year on year), EBITDA ₹113 cr (−16% year on year), PAT −₹14.0 cr (−300% year on year), EBITDA margin 11.0% (+785 bps). Score 20 of 100, Below trend. Revenue and profit before exceptional items growth were well below the company's own trend; EBITDA growth was below it. EBITDA margin rose 785 bps year on year. Revenue fell 73% from last quarter. Share price after the results: −9.9% in 28 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹3,817 cr (0% year on year), EBITDA ₹20.0 cr (−85% year on year), PAT −₹99.0 cr (−300% year on year), EBITDA margin 0.5% (−294 bps). Score 12 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 294 bps year on year. Consolidated profit -2575% but standalone +133%. Revenue fell 3% from last quarter. Share price after the results: −12.7% in 30 days (Nifty 500: +2.4%).
  • Q4 FY25: Revenue ₹3,952 cr (+16% year on year), EBITDA ₹116 cr (+17% year on year), PAT −₹3.0 cr, EBITDA margin 2.9% (+2 bps). Score 45 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it. EBITDA margin was flat year on year. Other income 3100% of PBT. Tax rate 600%. Revenue fell 4% from last quarter. Share price after the results: +9.1% in 30 days (Nifty 500: +1.5%).
  • Q3 FY25: Revenue ₹4,106 cr (+28% year on year), EBITDA ₹137 cr (+23% year on year), PAT ₹10.0 cr, EBITDA margin 3.3% (−12 bps). Score 45 of 100, In line with trend. Revenue and EBITDA growth were above the company's own trend. EBITDA margin fell 12 bps year on year. Other income 300% of PBT. Tax rate -67%. Consolidated profit -41% but standalone +1100%. Revenue fell 5% from last quarter.
  • Q2 FY25: Revenue ₹4,301 cr (+30% year on year), EBITDA ₹135 cr (+13% year on year), PAT ₹38.0 cr (+138% year on year), EBITDA margin 3.1% (−46 bps). Score 62 of 100, In line with trend. EBITDA margin fell 46 bps year on year. Other income 243% of PBT. Tax rate -329%. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Allcargo Logistics Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.