Allcargo Logistics Limited has informed the Exchange regarding a press release dated May 25, 2025, titled "press release".
ALLCARGO · price
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Awaiting price reaction for this filing.
Allcargo Logistics announced its Q4 and full-year FY25 results, posting consolidated revenue of ₹3,952 crores, up 18% year-on-year, and consolidated EBITDA of ₹115 crores, up 17% year-on-year. The air freight business was a standout, with full-year volumes up 30% and Q4 volumes surging 51% over the previous year. Contract Logistics revenue grew strongly at 48% for the year, though EBITDA growth was modest at 2% due to capacity expansion. The Express Business (GESCPL) reported FY25 revenue of ₹1,510 crores with EBITDA up 34% and margin expanding 110 basis points to 4.8%. LCL and FCL volumes saw low-single-digit growth for the year, while Q4 LCL volumes dipped 3%. Management flagged geopolitical uncertainty as a headwind but expects volume recovery. The company also referenced its ongoing composite scheme of arrangement to split the group into four listed entities.
Broad-based revenue growth, strong air freight momentum, and margin expansion in the express business point to improving operational health, likely to be viewed positively by investors. The pending group restructuring into four listed companies is a significant event that could reshape investor perception and unlock standalone valuations for each business vertical.