ACLGATINSEAllcargo Gati LimitedHighNeutral
Announced Tue, 5 Aug · 18:26 IST

Allcargo Gati Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Results RestatedExceptional ItemPat Growth 25pctEbitda Margin CompressionResults View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Allcargo Gati Limited reported its unaudited Q1 FY26 results (quarter ended June 30, 2025) alongside several senior management changes. On a consolidated basis, revenue from continuing operations was largely flat at Rs 35,723 lakhs vs Rs 35,812 lakhs in Q1 FY25. The company reported a loss of Rs 508 lakhs before exceptional items and tax (continuing ops), wider than Rs 474 lakhs loss a year ago, but swung to a Rs 122 lakhs net profit (from a Rs 217 lakhs loss) thanks to Rs 569 lakhs of exceptional gains, mainly from selling non-core assets. The board re-designated Shashi Kiran Shetty from Chairman & MD to Chairman & Director, appointed Ketan Kulkarni (ex-Blue Dart/Allcargo Group) as the new MD & CEO for two years, and named a new Company Secretary and Secretarial Auditor. The proposed merger with parent Allcargo Logistics remains pending NCLT approval, and the fuel station business continues to be shown as discontinued operations.

Likely market impact

Headline profit is flattered by one-time asset sale gains, while the core express logistics business remains loss-making at the operating level — investors should look past the exceptional items. The pending merger with parent Allcargo Logistics and a new MD & CEO are the key catalysts to watch for the stock.