Allcargo Global FY26 revenue down 9%, gross margin up 200 bps
AGL · price
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FY26 revenue fell 9% to Rs 12,758 Cr amid geopolitical headwinds and US tariffs. Gross profit rose 1% to Rs 2,766 Cr with margin improving 200 bps to 22%. Reported PBT swung to a loss of Rs 283 Cr from Rs 74 Cr profit due to one-off costs of Rs 236 Cr including severance, investment write-offs and notional forex loss. Adjusted PBT was minus Rs 47 Cr. Standalone debt fell to Rs 314 Cr from Rs 350 Cr. Recovery seen in Q4, management expects yields and SG&A to normalize.
Top line fell 9% but gross margin improved 200 bps. One-off charges drove a loss. Recovery seen in Q4, with management guiding better yields and lower costs ahead.