Allcargo Logistics Limited has informed the Exchange about Investor Presentation
ALLCARGO · price
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Allcargo Logistics released its Q4 & FY26 investor presentation ahead of a May 15 earnings call. FY26 consolidated revenue grew 5% YoY to Rs 2,058 Cr, with EBITDA up 16% to Rs 233 Cr and EBITDA margin expanding to 11% from 10% in FY25. The company completed a merger of its express and consultative logistics arms, enabling integrated end-to-end solutions and cross-selling opportunities, targeting INR 8-9.5 Bn of addressable spend from top 250 express customers out of a total INR 45-50 Bn addressable market. Volume remained broadly flat at 1,233 thousand tons for express. Management's Vision 2030 projects revenue CAGR of ~10% to Rs 3,000 Cr and EBITDA CAGR of ~20% to Rs 500 Cr by FY30, with ROCE improvement of ~2000 bps, driven by yield management, asset-light network, and cost reduction.
Steady improvement in profitability metrics — EBITDA margin expanded 100 bps YoY and management's FY30 targets signal sustained margin improvement, which is positive for the stock. The express-consultative merger opens cross-selling upside, particularly in high-growth e-commerce and B2B segments.