Allcargo Gati Limited has informed the Exchange about Presentation
Awaiting price reaction for this filing.
Allcargo Gati submitted its Analyst Day 2025 presentation to the exchanges, outlining its Strategy 2030 roadmap. Management targets revenue from operations of ₹1,961 Cr (FY25) to grow at 10%+ CAGR by FY28 and 12%+ by FY30, with EBITDA growing from ₹204 Cr to 21%+ CAGR by FY30. ROCE is targeted to expand from 5% (FY25) by ~1,000+ bps by FY28 and ~2,000 bps by FY30. The company highlighted its net cash balance sheet, ₹250 Cr debt repaid, ₹169 Cr raised via QIP, and a planned merger of express and consultative logistics businesses to create a domestic logistics leader. Key market opportunities identified include B2B Express Logistics (10-12% CAGR to FY30) and Supply Chain Services (12-15% CAGR).
Positive for investor sentiment — management has laid out aggressive multi-year growth and margin expansion targets backed by specific numbers. The focus on ROCE improvement, debt reduction already achieved, and corporate restructuring signals a turnaround story, though execution against these ambitious targets will be closely tracked.