Allcargo Logistics Limited has informed the Exchange about Investor Presentation
ALLCARGO · price
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Awaiting price reaction for this filing.
Allcargo Logistics filed its investor presentation for Q4 FY25 and full year FY25. Consolidated revenue grew 18% YoY to ₹3,952 Cr in Q4 and 24% YoY to ₹16,022 Cr for FY25. Reported Q4 EBITDA was ₹115 Cr (up 16% YoY but down 16% QoQ) and FY25 EBITDA was ₹518 Cr, with both impacted by approximately ₹33 Cr of forex loss in the quarter. Total PAT for FY25 fell 65% YoY to ₹49 Cr from ₹140 Cr, hit by exceptional items and higher depreciation/finance costs. Business volumes were strong: FCL volumes up 7%, air freight volumes up 30%, and Contract Logistics revenue jumped 48% YoY. The company is in the middle of a corporate restructuring (NCLT hearing scheduled for first week of July 2025) to separate international and domestic supply chain businesses.
Mixed bag for shareholders — top-line growth is healthy, but bottom-line took a sharp hit from forex losses, exceptional items, and higher interest/depreciation costs. Investors should watch the outcome of the NCLT restructuring scheme in Q2 FY26, which could be a key catalyst for unlocking value by separating the international (ECU) and domestic businesses.