Allcargo Gati Limited has informed the Exchange regarding a press release dated August 05, 2025 in connection with the Un-audited Standalone and Consolidated Financial Results of the Company for the first quarter ended on June 30, 2025.".
Awaiting price reaction for this filing.
Allcargo Gati has reported Q1FY26 (quarter ended June 30, 2025) results for its Express Business (GESCPL). Revenue came in at ₹357 crore, nearly flat year-on-year (down 0.3%) but down 7% sequentially from Q4FY25's ₹385 crore. Gross margin was ₹88 crore versus ₹98 crore in Q1FY25. The key positive was an 18% sequential jump in EBITDA to ₹14 crore (from ₹12 crore in Q4FY25), with the company highlighting a 116 basis points improvement in EBITDA margin over the previous quarter. However, on a year-on-year basis, EBITDA was down 26% from ₹20 crore in Q1FY25. Management attributed the sequential improvement to cost optimisation, onboarding of larger enterprise clients, and tech-enabled platforms like HubEye and Gate Scan.
Mixed signals for shareholders — sequential margin expansion and EBITDA growth are encouraging and show operational discipline, but the year-on-year EBITDA decline of 26% and a 7% sequential drop in revenue suggest the business is still navigating demand softness. Near-term stock reaction will depend on whether the margin improvement trend sustains.