Allcargo Gati Limited has informed the Exchange about Investor Presentation
Awaiting price reaction for this filing.
Allcargo Gati shared its Q4FY25 and FY25 investor presentation. Q4FY25 revenue rose 9% YoY to ₹385 crore but fell 2% QoQ. Gross margin contracted sharply to 23% (down 330 bps YoY) and Q4 EBITDA dropped 17% YoY to ₹12 crore. For full-year FY25, however, EBITDA grew strongly by 34% to ₹72 crore with margins improving 110 bps to 4.8%. The company reported a net cash position of ₹109 crore and significantly reduced borrowings from ₹144 crore to ₹19 crore YoY. Consolidated FY25 PAT swung to a profit of ₹10 crore versus ₹4 crore last year. Management outlined its 'Gati 2.0' transformation plan focused on digitization, infrastructure expansion (6 new hubs planned), sales acceleration, and cost-per-kg reduction to reach industry-level margins.
Mixed near-term picture: weak Q4 margins raise short-term concerns, but the strong full-year EBITDA growth, debt reduction, net cash balance, and clearly articulated multi-year transformation plan with margin improvement targets are positives for long-term shareholders. Watch execution on Gati 2.0 initiatives and upcoming hub launches.